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AI brief of an SEC Form 8-K · Arista Networks (ANET)

Arista Networks Q4 revenue up 28.9% to $2.49 billion; sees Q1 near $2.6 billion

Positive Impact 3 of 5 earnings Written later

Arista Networks reported fourth-quarter 2025 revenue of $2.488 billion, up 28.9% from a year earlier, and GAAP net income of $955.8 million, or $0.75 per diluted share, compared with $0.62 a year earlier. For the first quarter of 2026, the company expects revenue of approximately $2.6 billion, with non-GAAP gross margin of about 62-63% and non-GAAP operating margin of about 46%.

Key points

  • Q4 2025 revenue of $2.488 billion, up 28.9% from Q4 2024 and up 7.8% from Q3 2025
  • Q4 2025 GAAP net income of $955.8 million, or $0.75 per diluted share, versus $0.62 in Q4 2024
  • Full-year 2025 revenue of $9.006 billion, up 28.6%; GAAP net income of $3.511 billion, or $2.75 per diluted share
  • Q1 2026 outlook: revenue of approximately $2.6 billion; non-GAAP gross margin of about 62-63%; non-GAAP operating margin of about 46%

The filing

CompanyArista Networks (ANET)
Form8-K, current report
Filed with the SECFeb 12, 2026, 4:07 PM ET
Accession number0001596532-26-000010

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 12, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.