ANET Q4 2025 Earnings — Income Statement Breakdown

For its Q4 2025 period (ending 2025-12-31), ANET reported revenue of $2.5B, gross profit of $1.6B (62.9% gross margin), operating income of $1.0B, and net income of $956M (38.4% net margin). The flow of revenue into costs and profit is visualized below.

What changed

ANET was profitable; revenue grew 7.8% quarter over quarter.

ComparisonRevenueNet incomeNet margin
Year over yearNot availableNot availableNot available
Quarter over quarter+7.8%+12.1%+1.5 pp

Consensus estimate data is not available for this report.

ANET Q4 2025 Income Statement

ANET Q4 2025 income statement. Figures in USD.
Line itemAmount (USD)% of revenue
Revenue$2.5B100%
Cost of Revenue−$924M37.1%
Gross Profit$1.6B62.9%
Research & Development−$348M14.0%
Selling, General & Administrative−$183M7.3%
Operating Income$1.0B41.5%
Other Income, net$105M4.2%
Income Tax Expense−$182M7.3%
Net Income$956M38.4%

Source: original SEC filing (filed 2026-02-12). Accession 0001596532-26-000010. Data normalized by EarningsFyi.