| Feb 12, 2026 | earnings | Arista Networks reported Q4 2025 revenue of $2.488B and full-year revenue of $9.006B. |
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| Nov 4, 2025 | earnings | Arista Networks reported Q3 2025 revenue of $2.308 billion and non-GAAP EPS of $0.75. |
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| Sep 8, 2025 | management_change | Arista Networks appointed Kenneth Duda as President and CTO, effective September 5, 2025. |
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| Feb 12, 2026 | Guidance: non_gaap_gross_margin | 62.00 to 63.00 |
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| Feb 12, 2026 | Guidance: non_gaap_operating_margin | 46.00 to 46.00 |
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| Feb 12, 2026 | Guidance: revenue | 2600.00 to 2600.00 |
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| Feb 17, 2026 | business | Arista Networks delivers data-driven, client-to-cloud networking-as-a-service, unifying AI, Data, Campus, and WAN Centers through its Extensible Operating System (EOS) and Network Data Lake (NetDL). The company’s solutions emphasize reliability, open standards, and real-time telemetry, avoiding vendor lock-in. Arista offers products across Core (AI, Cloud, Data Center), Cognitive Adjacencies (Campus, Routing), and Cognitive Networks (Software and Services). A primary growth area is AI networking, with products like 800G switches and the 7800R AI Spine addressing high-bandwidth, low-latency AI workloads, and driving a shift from proprietary interconnects to open Ethernet for Scale Up, Scale Out, and Scale Across architectures. Its CloudVision platform provides AI Ops and management, complemented by Arista AVA for AI-enabled decision support and Zero Trust security solutions. Arista serves Cloud and AI Titans, AI and Specialty Providers, and a diverse Enterprise customer base. Competition is intense, including Cisco, Nvidia (with InfiniBand/NVLink in AI), and white box vendors. A significant risk is customer concentration, with two customers accounting for 42% of 2025 revenue. The company relies heavily on Broadcom for merchant silicon and subcontracts manufacturing. R&D focuses on adapting EOS for AI, enhancing CloudVision, and developing new security services. |
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| Feb 17, 2026 | mda | Arista Networks, a leader in data-driven, client-to-cloud networking-as-a-service, reported robust 2025 revenue growth of 28.6% to $9.0 billion, with product revenue up 28.8% and service revenue up 27.7%. The company's "Centers of Data" strategy unifies AI, Data, Campus, and WAN networking, anchored by its EOS and NetDL platforms. Revenue is primarily driven by Cloud and AI Titans (48%), Enterprise (32%), and AI and Specialty Providers (20%), with Core products (AI, Cloud, Data Center Networking) accounting for 65% of product categories. Gross margin remained stable at 64.1%.
Key risks include significant customer concentration, with two customers representing over 10% of total revenue, leading to order unpredictability due to capital expenditure shifts and internal efficiency initiatives. The accelerating demand for AI-enabled solutions creates both opportunity and volatility, making new product demand difficult to forecast and increasing deferred revenue balances due to customer trials and acceptance periods. Macroeconomic uncertainties, supply chain pressures, and the tightening memory market also pose risks to demand and gross margins. Arista maintains strong liquidity with $10.7 billion in cash and marketable securities, and repurchased $1.6 billion in common stock during 2025. The company acquired VeloCloud for $300 million and increased R&D and sales & marketing investments to expand its product portfolio and market reach. |
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