Every 8-K 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 8-K covers material events a company has to report between its quarterly 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 reported strong second-quarter 2026 results, with revenue of $3.036 billion, up 12.1% from the first quarter of 2026 and 37.7% from the second quarter of 2025. GAAP operating margin was 45.4% and non-GAAP operating margin 49.9%, indicating very high profitability.
GAAP diluted EPS was $0.95 and non-GAAP diluted EPS $1.02, with non-GAAP EPS growing 40% year over year. Net income was $1,212.9 million. Cash and cash equivalents totaled $2,290.2 million and marketable securities $11,053.1 million as of June 30, 2026, while operating cash flow for the first half reached $2,776.5 million.
For the third quarter of 2026, Arista expects revenue of approximately $3.3 billion, non-GAAP operating margin of 48 - 49%, and non-GAAP diluted EPS between $1.06 and $1.08.
Arista Networks, Inc. reported the results of its 2026 annual stockholder meeting held on May 29, 2026. Stockholders elected three Class III directors—Lewis Chew, Greg Lavender, and Mark B. Templeton—to serve until the 2029 annual meeting and until their successors are duly elected and qualified.
Stockholders also approved, on an advisory basis, the compensation of the company’s named executive officers. In addition, they ratified the appointment of Ernst & Young LLP as Arista’s independent registered public accounting firm for the fiscal year ending December 31, 2026.
Arista Networks reported strong first-quarter 2026 results, with revenue of $2.709 billion, up 35.1% year over year and 8.9% from the prior quarter. Product revenue reached $2.311 billion and service revenue $397.7 million, driving GAAP operating margin of 42.7% and non-GAAP operating margin of 47.8%.
GAAP diluted EPS was $0.80 versus $0.64 a year ago, while non-GAAP diluted EPS rose to $0.87 from $0.66. Net income was $1.023 billion, and cash flow from operations was $1.6935 billion, lifting cash and cash equivalents to $2.7895 billion with total assets of $21.657 billion. For Q2 2026, Arista expects revenue of about $2.8 billion, non-GAAP operating margin of 46–47%, and non-GAAP diluted EPS of about $0.88. The company also highlighted new AI-focused offerings such as XPO liquid-cooled pluggable optics and a universal AI spine, and reported a 2026 net promoter score of 89, indicating very strong customer satisfaction.
Arista Networks reported strong growth for the fourth quarter and full year 2025. Q4 revenue reached $2.488 billion, up 7.8% from the prior quarter and 28.9% year over year, with GAAP net income of $955.8 million and diluted EPS of $0.75.
For 2025, revenue was $9.006 billion, an increase of 28.6% from 2024, while GAAP net income rose to $3.511 billion, or $2.75 per diluted share. Non-GAAP net income was $3.806 billion with diluted EPS of $2.98, and non-GAAP operating margin was 48.2%.
Management highlighted the milestone of surpassing $1 billion in quarterly net income and shipping a cumulative 150 million ports. For Q1 2026, Arista expects revenue of about $2.6 billion, non-GAAP gross margin of 62–63%, and non-GAAP operating margin of about 46%.
Arista Networks, Inc. furnished a press release announcing its financial results for the quarter ended September 30, 2025. The company attached the full release as Exhibit 99.1.
The information, including Exhibit 99.1, was furnished under Item 2.02 and Item 9.01 and is not deemed filed under Section 18 of the Exchange Act or incorporated by reference, except as specifically referenced in future filings.
Arista Networks, Inc. announced a leadership change and bylaw updates. The board appointed founder and long-time Chief Technology Officer Kenneth Duda as President and Chief Technology Officer, effective immediately, expanding his responsibilities to oversee cloud and AI systems engineering and business development. The company states there are no family relationships or reportable related-party transactions involving Mr. Duda and that no new agreements or arrangements were entered into in connection with his appointment.
Arista also amended and restated its bylaws to allow the role of President to be held by more than one individual and to update its forum selection provision in line with recent changes to Delaware law, specifying Delaware courts or the federal District of Delaware as the exclusive forum for certain corporate disputes. Separately, Arista appointed Tyson Lamoreaux as Senior Vice President of Cloud and AI Networking, reporting to the Chief Development Officer as part of the expansion of Mr. Duda’s cloud and AI mandate.