Symbols

ANET

Arista Networks·NYSE

--(--)

ANET fundamentals

ANET Q4 2025 Earnings

Arista Networks (ANET) released its earnings on Feb 12, 2026: revenue was 2.49B (YoY +28.87%), beat estimates; EPS was 0.82 (YoY +26.15%), beat estimates.

Revenue / YoY

2.49B

+28.87%

EPS / YoY

0.82

+26.15%

Report date

Feb 12, 2026

ANET Earnings Call Summary for Q4,2025

Revenue Acceleration: FY25 revenue $9B (+28.6% YoY), Q4 $2.49B (+28.9% YoY). 2026 guidance $11.25B (+25%).
AI Leadership: AI networking target raised to $3.25B in 2026, with 1.6Tbps products launching this year.
Customer Expansion: 2026 to add 1-2 new 10%+ customers, reducing reliance on top 2 customers (16% +26%).
Supply Chain Challenges: Memory costs "horrendous" and expected to persist, with $6.8B in chip purchase commitments.
Profitability: 2026 operating margin 46%, gross margin 62-64% despite inflation.

Earnings

EPS

Revenue

Revenue & Expenses

ANET has released its 2025 Q4 earnings report, with revenue of 2.49B, reflecting a YoY change of 28.87%, and net profit of 955.80M, showing a YoY change of 19.33%. The Sankey diagram below clearly presents ANET's revenue sources and cost distribution.

Key Indicators

Arista Networks (ANET) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Arista Networks (ANET)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

Trend

Breakdown

Balance Sheet

Arista Networks (ANET)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

Trend

Breakdown

Cash Flow

Arista Networks (ANET)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

Trend

Breakdown