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Dec 31, 2025
Arista Q4 2025 Earnings Report
Arista reported Q4 2025 revenue of $2487800000 and net income of $955800000, delivering strong year-over-year growth driven by AI and cloud networking demand.
Key Takeaways
Arista delivered strong Q4 2025 results with revenue of $2487800000, up 28.9% year-over-year, and GAAP net income of $955800000. Gross margin remained robust at 62.9% and non-GAAP operating margin reached 47.5%, reflecting strong operating leverage.
Revenue increased to $2487800000 in Q4 2025.
GAAP net income rose to $955800000 with diluted EPS of $0.75.
Non-GAAP diluted EPS was $0.82.
Non-GAAP operating margin reached 47.5% in the quarter.
Revenue by Segment
Forward Guidance
For Q1 2026, Arista expects revenue of approximately $2600000000, non-GAAP gross margin between 62% and 63%, and non-GAAP operating margin of approximately 46%.
Positive Outlook
- Q1 2026 revenue expected around $2600000000.
- Non-GAAP gross margin expected between 62% and 63%.
- Non-GAAP operating margin expected at approximately 46%.
- Strong AI networking demand momentum entering 2026.
- Disciplined operating model supporting high profitability.
Challenges Ahead
- Non-GAAP gross margin expected slightly below Q4 2025 level.
- Non-GAAP operating margin expected to decline from 47.5% to approximately 46%.
- Exposure to macroeconomic and tariff-related risks.
- Potential supply chain constraints and component sourcing risks.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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