Arista Reports Q4 and Full Year 2025 Financial Results

Arista Networks has announced its fourth quarter and full year 2025 financial results.

• Main announcement: Arista reported Q4 revenue of $2.488 billion and full year revenue of $9.006 billion, with GAAP net income of $955.8 million for Q4 and GAAP net income of $3.511 billion for the full year 2025; the company also disclosed non-GAAP net income of $1.047 billion for Q4 and $3.806 billion for the full year. The company provided Q1 2026 guidance of approximately $2.6 billion revenue, non-GAAP gross margin 62-63%, and non-GAAP operating margin ~46%.
• Background and additional details:Product and corporate actions include unveiling the R4 series for AI/data center networks, Arista AVA agentic AI enhancements, launch of cognitive campus and industrial-edge switches, and the acquisition of the VeloCloud® SD-WAN portfolio from Broadcom; prior-period non-GAAP adjustments of $19.5 million (Q4 2024) and $61.3 million (FY 2024) were disclosed and recast to conform to the current presentation.

Conference call (event):

• Date: February 12, 2026
• Time: 1:30 p.m. Pacific time
• Location/Access: Dial (888) 330-2502 (US) or +1 (240) 789-2713 (international); Conference ID 5655862; also available via live webcast on Arista investor relations website (https://investors.arista.com/).