Arista Networks Q4 Earnings: Revenue Up 11%, Net Income Surpasses Guidance

Arista Networks (ARST) reported Q4 revenue of $750 million, up 11% year-over-year, and net income of $147 million, exceeding Wall Street guidance. The company attributed the improvement to strong demand in data center switching and continued adoption of its cloud networking solutions. For the quarter ended January 3, 2026, ARST's revenue grew 11% YoY to $750 million, with GAAP net income of $147 million, or $0.25 per share, compared to $135 million, or $0.23 per share, in the same period of 2025.