Key facts
- Arista Networks forecast third-quarter revenue of $3.3 billion, exceeding analysts' average estimate of $2.94 billion.
- The company reported second-quarter revenue of $3.04 billion and adjusted earnings per share of $1.02.
- Arista projected third-quarter adjusted earnings per share between $1.06 and $1.08, above the estimated 91 cents.
- For the full year 2025, Arista reported revenue of $9.006 billion, a 28.6% increase from 2024.
- Arista unveiled next-generation data and AI center networks with R4 series platforms.
- The company introduced innovations for massive scale campus mobility and launched Cognitive Campus Switches for the industrial edge.
Arista Networks projected third-quarter revenue above Wall Street estimates, driven by strong demand for its networking gear as companies expand their AI infrastructure. The company has been diversifying its revenue by expanding beyond its core cloud customer base into enterprise campus and branch networking.
For the second quarter, Arista reported revenue of $3.04 billion and adjusted earnings per share of $1.02, surpassing analysts' expectations of $2.82 billion and 88 cents per share, respectively. The company forecast third-quarter revenue of $3.3 billion, exceeding the analysts' average estimate of $2.94 billion. Arista also projected third-quarter adjusted earnings per share in the range of $1.06 to $1.08, also above the estimate of 91 cents.
In its fourth quarter and full year 2025 results, Arista reported revenue of $2.488 billion for the fourth quarter, an increase of 7.8% compared to the third quarter of 2025 and 28.9% from the fourth quarter of 2024. Full-year revenue reached $9.006 billion, a 28.6% increase compared to fiscal year 2024. Chairperson and CEO Jayshree Ullal noted that 2025 was a year of validation for Arista 2.0 momentum, with cumulative shipping of 150 million ports. CFO Chantelle Breithaupt highlighted that Q4 results underscored strong operating leverage, leading to over $1 billion in quarterly net income.
Arista also unveiled new products and innovations, including next-generation data and AI center networks with R4 series platforms, innovations for massive scale campus mobility, and Cognitive Campus Switches for the industrial edge.