Welcome to our dedicated page for Arista Networks news (Ticker: ANET), a resource for investors and traders seeking the latest updates and insights on Arista Networks stock.
Arista Networks reports developments in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments. Company news commonly covers financial results, operating performance, customer metrics, and product launches tied to high-speed Ethernet switching, routing, optics, automation, analytics, and security.
Recurring technology updates include Arista EOS, the company’s network operating stack, as well as platforms and features such as XPO liquid-cooled pluggable optics, R4 Series routers, Arista VESPA for campus mobility, AVA for AIOps, and expanded campus switching products. Management and governance updates also appear when leadership roles or board-related matters affect the public-company record.
Arista Networks (NYSE: ANET) has been named a Leader in the 2026 Gartner Magic Quadrant for Enterprise Wired and Wireless LAN. Arista links this recognition to its unified, software-driven, AI-optimized campus networking strategy.
The company introduced ruggedized 710HXP-28TXH and 710HXP-20TNH switches for industrial and outdoor environments and new indoor C460D and outdoor O435D Wi‑Fi access points with internal directional antennas.
Arista also expanded its AVA platform into agentic AIOps, adding multi-domain analytics and human-in-the-loop closed-loop automation across wired, wireless, NAC, and data center networks.
Arista Networks (NYSE: ANET) reported Q1 2026 revenue of $2.709 billion, up 35.1% YoY and 8.9% QoQ. GAAP diluted EPS was $0.80 and non-GAAP diluted EPS was $0.87. Operating cash flow was $1.6935 billion. The company announced XPO liquid-cooled pluggable optics (reduces racks up to 75% and saves up to 44% floor space) and reported a 2026 NPS of 89. Q2 2026 guidance: revenue ~$2.8 billion, non-GAAP operating margin 46–47%, non-GAAP diluted EPS ~$0.88.
Arista Networks (NYSE: ANET) will release Q1 2026 financial results after U.S. markets close on Tuesday, May 5, 2026. Management will host a conference call the same day at 1:30 PM PT / 4:30 PM ET with webcast and replay available on the Investor Relations website.
The company also confirmed participation and webcasts for multiple investor conferences in May–June 2026, listing presenters and session times.
Arista (NYSE: ANET) announced a multi-source agreement (MSA) for XPO, a 64-channel liquid-cooled pluggable optics module delivering 12.8 Tbps per module and 204.8 Tbps front-panel density per OCP rack unit — a 4X improvement versus 1600G-OSFP. XPO supports up to 400W cooling per module and multiple optics standards (DR/FR/LR/SR/ZR+), coherent-lite, copper, and RF-microwave.
The MSA debuts at OFC 2026, includes industry endorsements from Microsoft and Dell'Oro, and positions XPO for AI-scale networking requiring liquid cooling and high rack density.
Arista Networks (NYSE: ANET) reported Q4 revenue $2.488B and FY2025 revenue $9.006B, up 28.9% and 28.6% year‑over‑year, respectively. GAAP net income for Q4 was $955.8M and non‑GAAP net income was $1.047B.
Management cited operating leverage, a 47.5% operating margin exit rate, product launches for AI and campus, and acquisition of VeloCloud as highlights heading into 2026.
Arista Networks (NYSE: ANET) introduced Arista VESPA for large-scale WLAN mobility, expanded its AVA agentic AI for AIOps, and announced ruggedized campus switches for outdoor/industrial use.
Key facts: VESPA supports Wi‑Fi roaming domains with >500,000 clients and offers sub-second failover in a controller-less design. AVA adds multi-domain event correlation, agentic conversational troubleshooting, continuous monitoring, and uses NetDL and MCP for unified network context. New switches (710HXP-28TXH, 710HXP-20TNH) offer IP50/IP30 ratings, multi-gig and 90W ports. All software and platforms are expected GA by Q1 2026.
ThredUp (NASDAQ: TDUP) announced that Kelly Bodnar Battles will join its Board of Directors effective December 1, 2025 and will serve as Audit Committee chair.
Battles brings more than 35 years of finance and strategy experience and has served as CFO at multiple companies and on audit committees at Arista Networks (NYSE: ANET), Genesys, Qumulo, and Alpha Medical. The appointment is positioned as a move to strengthen financial governance as ThredUp accelerates growth and pursues an AI-first resale strategy.
Arista Networks (NYSE: ANET) reported Q3 2025 results with revenue $2.308B, up 4.7% QoQ and 27.5% YoY. GAAP gross margin was 64.6% and non-GAAP gross margin was 65.2%. GAAP net income was $853.0M or $0.67 diluted; non-GAAP net income was $962.3M or $0.75 diluted, representing ~25% non-GAAP EPS growth year-over-year. Management named Kenneth Duda president and CTO and announced cloud/AI networking hires and product initiatives (ESUN, AI agents, CloudVision AI observability). Q4 2025 guidance: revenue $2.3–2.4B, non-GAAP gross margin 62–63%, non-GAAP operating margin 47–48%.
Arista Networks (NYSE: ANET) introduced the R4 Series, an 800GbE family for AI, data center, and routed backbones focused on high density, low latency, and integrated security.
Highlights include a dense 800 Gbps portfolio, 3.2 Tbps HyperPort for scale-across interconnects, up to 576 ports of 800GbE in one 7800R4 system, wirespeed TunnelSec encryption per port, and an advertised 44% shorter AI job completion time versus four separate 800Gbps ports. 7800R4, 7280R4, and two 7800R4 linecards are shipping now; select platforms (7020R4 chassis and 7800R4 with HyperPort) ship in Q1 2026.
Arista Networks (NYSE: ANET) will release financial results for the quarter ended September 30, 2025 after U.S. markets close on Tuesday, November 4, 2025. A press release and financial tables will be posted to the Investor Relations site at https://investors.arista.com.
Management will host a conference call on November 4 at 1:30 PM PT (4:30 PM ET) with dial-in numbers (US: (888) 330-2502; International: +1 (240) 789-2713), Conference ID 5655862. A live webcast and subsequent replay will be available on the Investor Relations website.
Arista also listed upcoming investor events in November–December 2025, including Wells Fargo TMT Summit (Nov 18), UBS Global AI and Tech Conference (Dec 2), Raymond James TMT & Consumer Conference (Dec 9), and Barclays Global TMT Conference (Dec 11), with participating executives named on the IR site.