• Reported GAAP EPS of $0.76 up 18.75% YoY • Reported revenue of $2.49B up 28.87% YoY • For Q1 2026, Arista Networks expects revenue of approximately $2.6B, non-GAAP gross margin between 62-63%, and non-GAAP operating margin of approximately 46%.
Bullish
Arista Networks delivered strong financial growth and expanded its AI and data center networking innovations, earning market recognition and strategic collaboration for future scale-up solutions.
Bearish
Arista Networks faces risks from customer concentration, supply chain vulnerabilities, and market challenges including intense competition and failure to anticipate technological shifts.