Arista Networks said revenue for Q3 2025 ended September 30 was $2.308 billion, an increase of 27.5% compared to Q3 2024, and GAAP net income was $853.0 million, or $0.67 per diluted share.

1. 01

   Arista Networks said revenue for Q3 2025 ended September 30 was $2.308 billion, an increase of 27.5% compared to Q3 2024, and GAAP net income was $853.0 million, or $0.67 per diluted share.

2. 02

   The company disclosed that GAAP gross margin for Q3 was 64.6%, compared to 64.2% in Q3 2024, and non-GAAP gross margin was 65.2%, compared to 64.6% in Q3 2024. For Q2 2025, GAAP and non-GAAP gross margins were 65.2% and 65.6%, respectively.

3. 03

   Arista said net cash provided by operating activities for the 9 months ended 2025 was $3,110.0 million, and it paid $983.0 million to repurchase common stock during the same period.

4. 04

   The company said it expects revenue of $2.3 to $2.4 billion, non-GAAP gross margin of 62 to 63%, and non-GAAP operating margin of 47 to 48% for Q4 2025.

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AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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