earnings
confidence high
sentiment positive
materiality 0.80
Arista Q4 revenue $2.488B (+28.9% YoY); full year $9.006B; GAAP EPS $0.75, non-GAAP $0.82
Arista Networks, Inc.
2025-FY EPS reported
$2.75
revenue$9,005,700,000
- Q4 revenue $2.488B (+7.8% QoQ, +28.9% YoY); GAAP net income $955.8M ($0.75 EPS); non-GAAP net income $1.047B ($0.82 EPS).
- Full year revenue $9.006B (+28.6% YoY); GAAP net income $3.511B ($2.75 EPS); non-GAAP net income $3.806B ($2.98 EPS).
- Cumulative ports shipped exceeded 150 million; CEO cited Arista 2.0 momentum and surpassed AI and campus goals.
- Surpassed $1B quarterly non-GAAP net income for the first time; CFO noted 47.5% operating margin.
- Launched next-gen R4 series platforms for AI and data center networks targeting high performance and low power.
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