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

Arista Networks Q2 revenue rises 37.7% to $3.036 billion; non-GAAP EPS $1.02

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyArista Networks (ANET)
Form8-K, current report
Filed with the SECAug 4, 2026, 4:06 PM ET
Accession number0001596532-26-000174

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 August 04, 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.