For the first quarter of 2026, Arista forecasts revenue around $2.6 billion versus a $2.45 billion estimate, non-GAAP gross margins of 62%–63%, and a non-GAAP operating margin of approximately 46%, underscoring strong margin expansion. Arista delivered fourth-quarter EPS of $0.82, topping the $0.76 consensus, and reported revenue of $2.49 billion, a 29% increase from $1.93 billion in Q4 2024. The company highlighted the milestone of shipping a cumulative 150 million ports, exceeded its AI networking and campus expansion goals, and achieved $9 billion in full-year 2025 revenue with profitable growth.