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Arista Networks (ANET)
NYSE:ANET
Earnings Data
Report Date
Feb 16, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.75Last Year’s EPS
0.65Same Quarter Last Year
Strong Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Arista Networks reported strong revenue growth and maintained robust gross margins despite challenges in international markets and supply chain constraints. The company is strategically expanding in AI and cloud segments with new leadership and partnerships, although shipment variability and deceleration in sequential growth are concerns.Company Guidance
Record Revenue Achievement
Arista achieved a record $2.31 billion in Q3 2025 revenues, marking the 19th consecutive quarter of record growth, driven by strong performance in software and services.
Strong Gross Margin Performance
The company reported a non-GAAP gross margin of 65.2%, influenced by favorable mix and inventory benefits, surpassing guidance of 64%.
AI and Cloud Expansion
Arista's AI segment is on track with a $1.5 billion target for 2025 and aims for $2.75 billion in 2026 revenue, driven by partnerships with AI leaders like OpenAI and Anthropic.
New Leadership and Promotions
Promoted Ken Duda to President and CTO, and welcomed Tyson Lamoreaux as President and COO to strengthen cloud and AI strategic initiatives.
Positive Cash Flow and Investment Position
Generated approximately $1.3 billion in cash from operations and maintains a healthy $10.1 billion in cash, cash equivalents, and investments.
ANET Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ANET Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Sep 30, 2025 | $145.71 | $149.27 | +2.44% |
Aug 05, 2025 | $118.12 | $138.78 | +17.49% |
May 06, 2025 | $90.77 | $86.45 | -4.76% |
Feb 18, 2025 | $111.06 | $103.92 | -6.43% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Arista Networks (ANET) report earnings?
Arista Networks (ANET) is schdueled to report earning on Feb 16, 2026, After Close (Confirmed).
What is Arista Networks (ANET) earnings time?
Arista Networks (ANET) earnings time is at Feb 16, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ANET EPS forecast?
ANET EPS forecast for the fiscal quarter 2025 (Q4) is 0.75.
