ANET
Arista Networks·NYSE
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ANET fundamentals
Arista Networks (ANET) released its earnings on Nov 4, 2025: revenue was 2.31B (YoY +27.51%), beat estimates; EPS was 0.75 (YoY -68.75%), beat estimates.
Revenue / YoY
2.31B
+27.51%
EPS / YoY
0.75
-68.75%
Report date
Nov 4, 2025
ANET Earnings Call Summary for Q3,2025
- Record Growth: Q3 2025 revenue up 27.5% YoY to $2.31 billion, with AI-related revenue on track to meet $1.5 billion FY25 target.
- AI Leadership: FY26 AI revenue target of $2.75 billion, driven by Etherlink portfolio and NVIDIA collaboration. Promoted CTO Ken Duda and hired SVP Tyson Lamoreaux to accelerate AI innovation.
- Financial Strength: Q3 2025 gross margin 65.2%, operating margin 48.6%, with FY26 guidance for 62-64% gross margin and 43-45% operating margin.
- Supply Chain Challenges: CEO noted supply chain constraints causing quarterly revenue variability, but FY26 guidance reflects long-term confidence in AI and cloud growth.
- Strategic Investments: $10.1 billion cash balance, with $1.4 billion remaining under share buyback program. Expanding enterprise go-to-market with VeloCloud acquisition and channel investments.
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Revenue
Revenue & Expenses
ANET has released its 2025 Q3 earnings report, with revenue of 2.31B, reflecting a YoY change of 27.47%, and net profit of 853.00M, showing a YoY change of 14.04%. 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.
Arista Networks (ANET)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Arista Networks (ANET)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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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.
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Where does Arista Networks (ANET) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Arista Networks (ANET) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What factors drove the changes in Arista Networks's revenue and profit?Did Arista Networks beat or miss consensus estimates last quarter?What is Arista Networks's latest dividend and current dividend yield?What is Arista Networks's gross profit margin?What is the revenue and EPS growth rate for Arista Networks year over year?What does Arista Networks do and what are its main business segments?What were the key takeaways from Arista Networks's earnings call?What were the key takeaways from Arista Networks’s earnings call?
