earnings
confidence high
sentiment positive
materiality 0.85
Arista Networks Q3 2025 revenue $2.31B (+27.5% YoY); non-GAAP EPS $0.75 (+25%)
Arista Networks, Inc.
2025-Q3 EPS reported
$2.00
revenue$6,517,900,000
- Revenue of $2.308B, up 27.5% YoY and 4.7% QoQ.
- Non-GAAP net income $962.3M, $0.75 diluted EPS vs $0.60 in Q3 2024.
- GAAP net income $853.0M, $0.67 diluted EPS vs $0.58 in Q3 2024.
- Q4 2025 guidance: revenue $2.3-$2.4B, non-GAAP gross margin 62-63%, operating margin 47-48%.
- Appointed Kenneth Duda as President and CTO; Tyson Lamoreaux as SVP of Cloud and AI Networking.
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