Arista Networks Q4 EPS $0.82 Tops Estimate; Q1 Revenue Seen at $2.6B
Arista Networks delivered Q4 adjusted EPS of $0.82, beating the $0.76 consensus, and posted $2.49 billion in revenue versus $2.38 billion expected. It forecast Q1 revenue around $2.6 billion versus a $2.45 billion consensus, with non-GAAP gross margins of 62%–63% and operating margins near 46%.
1. Q4 Earnings Beat
In the fourth quarter Arista reported adjusted EPS of $0.82, surpassing the $0.76 consensus, and revenue of $2.49 billion, exceeding the $2.38 billion forecast.
2. 2025 Full-Year Highlights
For fiscal 2025, Arista generated $9 billion in revenue and shipped 150 million ports, with management highlighting strength in AI networking solutions and campus expansion as primary growth drivers.
3. Q1 2026 Guidance
The company forecast first-quarter revenue of approximately $2.6 billion versus a $2.45 billion consensus, projecting non-GAAP gross margins of 62%–63% and operating margins near 46%.
4. Stock Reaction
Shares surged nearly 12.5% in after-hours trading as investors responded to the quarterly beat and robust forward guidance.