Every 10-Q that Arista Networks (ANET) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow ANET and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ANET filings page.
Arista Networks, Inc. reported strong growth for the quarter ended June 30, 2026, with total revenue of $3,035.7 million, up 37.7% year over year, and net income of $1,212.9 million. For the first six months of 2026, revenue reached $5,744.7 million and net income $2,235.8 million.
Gross margin was 62.9% in the quarter, down from 65.2% a year earlier, reflecting a higher mix of large customers receiving greater discounts and supply-chain cost pressures. Cash, cash equivalents and marketable securities totaled about $13.3 billion, while deferred revenue reached $6,865.9 million and remaining performance obligations $8.4 billion, indicating substantial future revenue visibility. The company also disclosed $9.7 billion of non‑cancellable purchase commitments as it ramps capacity for AI and cloud networking demand, and generated $2,776.5 million of operating cash flow in the first half of 2026.
Arista Networks delivered strong growth for the quarter ended March 31, 2026. Total revenue rose to $2.709 billion from $2.005 billion, driven by product revenue of $2.311 billion and service revenue of $397.7 million. Product sales grew as customers increased deployments of switching and routing platforms, while service growth reflected a larger installed base and more support contracts.
Gross profit reached $1.677 billion, though gross margin eased to 61.9% from 63.7% as sales to large customers carried higher discounts. Net income increased to $1.0229 billion, with diluted EPS of $0.80 versus $0.64 a year earlier. Operating expenses rose as Arista invested in research and development and global sales, but remained well below gross profit, supporting a robust operating margin.
Operating cash flow surged to $1.6935 billion, aided by higher deferred revenue and income tax payables. Cash, cash equivalents and marketable securities totaled about $12.4 billion. Deferred revenue climbed to $6.199 billion, and total future revenue from contract liabilities, deferred revenue and other performance obligations was $7.7 billion, most expected over the next two years. The company also reported $8.9 billion of non‑cancellable purchase commitments and plans remaining capital expenditures of $130–$150 million for its Santa Clara property project through fiscal 2026.
Arista Networks (ANET) reported strong Q3 2025 results. Total revenue reached $2,308.3 million, up 27.5% year over year, driven by product revenue of $1,911.7 million and service revenue of $396.6 million. Net income was $853.0 million, and diluted EPS was $0.67. Gross margin improved to 64.6%.
Year to date, revenue was $6,517.9 million and operating cash flow was $3,110.0 million. Cash, cash equivalents and marketable securities were about $10.1 billion at quarter end. Deferred revenue rose to $4,686.2 million, reflecting increased PCS and acceptance‑based contracts, and remaining performance obligations totaled $5.3 billion.
Arista completed the $300.0 million acquisition of VeloCloud and repurchased $983.0 million of stock in the first nine months (average price $88.7), with $1.4 billion remaining under the new $1.5 billion authorization. Non‑cancellable purchase commitments were $4.8 billion, and inventories were $2,155.7 million as new products ramp.