ANET · Q4 FY25 · Oct 1 – Dec 31, 2025
Arista Networks Q4 FY25: where the revenue came from and where it went
Arista Networks Q4 FY25: revenue $2.5B (+29% year over year). Net profit $-2.6B. Largest cohort Americas $2B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Oct 1 – Dec 31, 2025
- Reported
- Feb 17, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$2.5B
+29% year over year
Gross profit$1.6B
63% margin
Operating profit$1B
42% margin
Net profit$-2.6B
-103% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 2.5 | 100% | +29% |
| Americas | 2 | 80% | +21% |
| EMEA | 0.4 | 16% | +86% |
| Asia Pacific | 0.2 | 8% | +40% |
| Cost of revenue | −0.9 | 36% | |
| Gross profit | 1.6 | 63% margin | −1pp |
| Research & development | −0.3 | 14% | −1pp |
| Sales & marketing | −0.1 | 6% | +0pp |
| G&A | −0 | 2% | +0pp |
| Operating profit | 1 | 42% margin | +0pp |
| Tax | −0.2 | ||
| Interest & other costs | −3.4 | ||
| Net profit | -2.6 | -103% | +4pp |
Older quarters
-
Q1 FY26 3/2026Revenue $2.7B Net margin 38%
-
Q3 FY25 9/2025Revenue $2.3B Net margin 37%
-
Q2 FY25 6/2025Revenue $2.2B Net margin 40%
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