$105.6Bas of Jun 30, 2025
1.26Bas of Jul 30, 2026

Business

In a world where data is increasingly a precious commodity and competitive differentiator, Arista was founded to enable our customers to access all their centers of data in the quickest, most reliable, and secure manner. Over the last two decades, we have emerged as an industry leader, delivering data-driven, client-to-cloud networking-as-a-service. Our “Centers of Data” strategy is a fundamental pivot from legacy networking approaches that create incongruent silos to a unified, data-driven approach in which the network is a service that interconnects four primary domains: AI Centers, Data Centers, Campus Centers, and WAN Centers. Anchored by Arista’s state-oriented Extensible Operating System (EOS) and Network Data Lake (NetDL), our network-as-a-service platform delivers a seamless, consolidated networking experience regardless of data location. •provide consistent real-time telemetry and intelligent automation to decrease the manual workload on the operator. This strategy and differentiation have also allowed us to deliver our comprehensive suite of products, services, and technologies to a global customer base segmented into three primary categories: Cloud and AI Titans, AI and

From the company’s Form 10-K filed Feb 17, 2026.

Company data reported to the SEC on EDGAR (CIK 1596532).

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As filed with the SEC (10-K), annual, the latest 2 fiscal years.

Line itemFY2024Dec 31, 2024FY2025Dec 31, 2025
Total revenue7.00B9.01B
Total cost of revenue2.51B3.24B
Gross profit4.49B5.77B
Research and development996.70M1.24B
Sales and marketing427.30M533.40M
General and administrative122.70M141.90M
Total operating expenses1.55B1.91B
Income from operations2.94B3.86B
Other income, net320.50M393.60M
Income before income taxes3.27B4.25B
Provision for income taxes413.00M738.30M
Net income2.85B3.51B
Basic (in dollars per share)2.272.79
Diluted (in dollars per share)2.232.75
Basic (in shares)1.26B1.26B
Diluted (in shares)1.28B1.28B

12 more fiscal years, every quarter, normalized and segment views

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