Every material Form 8-K Arista Networks has filed with the SEC since February 12, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Arista Networks announced its third quarter 2026 financial results, reporting total revenue of $3.66 billion and diluted GAAP earnings per share of $1.22. The company also issued fourth-quarter guidance anticipating revenue between $3.9 billion and $4.0 billion.
Q3 2026 total revenue reached $3.66 billion, representing a 58.5% year-over-year increase.
GAAP diluted net income per share was $1.22 for the quarter ended September 30, 2026.
Q4 2026 revenue guidance is projected between $3.9 billion and $4.0 billion.
Arista Networks reported second quarter 2026 results for the period ended June 30, 2026, with revenue of $3.036 billion, up 37.7% from a year earlier, and non-GAAP diluted EPS of $1.02, up from $0.73. The company also guided third quarter 2026 revenue to approximately $3.3 billion and non-GAAP diluted EPS to between $1.06 and $1.08, which shareholders can compare with the quarter just reported.
Q2 2026 revenue was $3.036 billion, up 37.7% year over year and up 12.1% from Q1 2026.
GAAP diluted EPS was $0.95 versus $0.70 a year earlier; non-GAAP diluted EPS was $1.02 versus $0.73.
Q2 2026 GAAP operating margin was 45.4%, compared with 44.7% in Q2 2025; non-GAAP operating margin was 49.9%, compared with 48.8%.
Q3 2026 guidance: revenue of approximately $3.3 billion, non-GAAP operating margin of 48% to 49%, and non-GAAP diluted EPS of $1.06 to $1.08.
Arista Networks reported first quarter 2026 revenue of $2.709 billion, up 35.1% from a year earlier, with GAAP diluted earnings per share of $0.80 versus $0.64 and non-GAAP diluted EPS of $0.87 versus $0.66. The company guided second quarter 2026 revenue to approximately $2.8 billion and non-GAAP diluted EPS to approximately $0.88, which points to continued growth for shareholders.
Q1 2026 revenue was $2.709 billion, up 35.1% from Q1 2025 and up 8.9% from Q4 2025.
GAAP operating margin was 42.7% versus 42.8% a year earlier; non-GAAP operating margin was 47.8%, unchanged.
Q2 2026 guidance: revenue of approximately $2.8 billion, non-GAAP operating margin of 46% to 47%, and non-GAAP diluted EPS of approximately $0.88.
Net cash provided by operating activities was $1.69 billion in Q1 2026, versus $641.7 million a year earlier.
Arista Networks reported fourth-quarter 2025 revenue of $2.488 billion, up 28.9% from a year earlier, and GAAP net income of $955.8 million, or $0.75 per diluted share, compared with $0.62 a year earlier. For the first quarter of 2026, the company expects revenue of approximately $2.6 billion, with non-GAAP gross margin of about 62-63% and non-GAAP operating margin of about 46%.
Q4 2025 revenue of $2.488 billion, up 28.9% from Q4 2024 and up 7.8% from Q3 2025
Q4 2025 GAAP net income of $955.8 million, or $0.75 per diluted share, versus $0.62 in Q4 2024
Full-year 2025 revenue of $9.006 billion, up 28.6%; GAAP net income of $3.511 billion, or $2.75 per diluted share
Q1 2026 outlook: revenue of approximately $2.6 billion; non-GAAP gross margin of about 62-63%; non-GAAP operating margin of about 46%
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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