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Arista Networks: Powering the AI Infrastructure Surge Through High-Performance Networking!

Arista Networks recently reported its financial results for the fourth quarter and fiscal year 2025, marking another significant year of growth and expansion. The company achieved a record revenue of $9 billion for 2025, reflecting a year-over-year growth of 28.6%. This was supported by a non-GAAP gross margin of 64.6% and an impressive non-GAAP operating margin of 48.2%. A key driver of this growth was Arista’s robust performance in the AI and cloud sectors, which collectively contributed 48% to the annual revenue. The company’s international expansion in Asia and Europe demonstrated strong growth, exceeding 40% annually, showcasing its increasing global footprint. Additionally, Arista’s product innovation, including the highly differentiated Arista EOS stack and the introduction of the EtherLink AI portfolio, further solidified its position in the high-performance networking market. On the flip side, there are challenges and uncertainties that could affect Arista’s future performance.