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AI brief of an SEC Form 8-K · Arista Networks (ANET)

Arista Networks Q1 revenue rises 35.1% to $2.709 billion; GAAP EPS $0.80

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyArista Networks (ANET)
Form8-K, current report
Filed with the SECMay 5, 2026, 4:06 PM ET
Accession number0001596532-26-000074

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 05, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.