Welcome to our dedicated page for Arista Networks SEC filings (Ticker: ANET), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Arista Networks filings document the regulatory record for a public networking equipment company focused on AI, data center, campus, and routing environments. Form 8-K reports primarily furnish quarterly and annual results, related financial exhibits, non-GAAP measures, and operating updates tied to the company’s networking platforms and product announcements.
Proxy materials describe annual meeting procedures, stockholder voting matters, and governance disclosures for Arista Networks as a Delaware corporation. Additional current reports record executive officer appointments and related governance information, including the responsibilities assigned to senior technology and cloud networking leadership roles.
Arista Networks President and CTO Kenneth Duda reported multiple equity transactions in Arista Networks common stock. He exercised a non-qualified stock option for 32,000 shares at an exercise price of $15.2625 per share, increasing his direct common stock holdings before subsequent sales.
On the same date, pre-arranged Rule 10b5-1 trading plans led to open-market sales totaling 58,000 shares of common stock at weighted average prices generally between about $140.52 and $144.13 per share. After these direct sales, he held 12,976 Arista shares directly.
Additional sales were made by entities associated with him, including a 501(c) foundation where he and his spouse serve as co-trustees and a children’s trust, under Rule 10b5-1 plans entered into on March 13, 2025. He also reports indirect holdings through family and annuity trusts.
Breithaupt Chantelle Yvette reported acquisition or exercise transactions in this Form 4 filing.
Arista Networks, Inc. reported that Senior Vice President and CFO Chantelle Yvette Breithaupt received an equity award of 19,170 restricted stock units. Each unit represents a contingent right to receive one share of Arista common stock upon vesting.
According to the grant terms, one twelfth of these restricted stock units will vest on February 20, 2028 and will then continue to vest at the same rate on each quarterly vest date. Quarterly vest dates are defined as the first market trading day on or after February 20, May 20, August 20, and November 20 of each year.
Arista Networks, Inc. outlines its business, strategy, and risks as a leading provider of data-driven, client-to-cloud networking-as-a-service. The company focuses on high-speed Ethernet switching and routing for AI centers, cloud and data centers, campus networks, and WAN, built around its EOS operating system, CloudVision management, and NetDL data lake.
Arista highlights strong positions with cloud and AI titans, but notes heavy customer concentration, complex supply chains reliant on Broadcom and other limited-source components, exposure to tariffs and macroeconomic cycles, and intensifying competition from major networking vendors, white-box solutions, and alternative AI interconnects like InfiniBand and NVLink.
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 director Charles Giancarlo reported that a family trust for which he is co‑trustee sold a total of 8,000 shares of Arista Networks common stock on February 2, 2026 under a pre‑established Rule 10b5‑1 trading plan.
The trust sales were executed in four blocks at weighted average prices of $138.9082, $140.2747, $141.0087 and $141.9373, with individual trades occurring between $138.52 and $142.41. After these transactions, the family trust held 9,784 shares indirectly for Giancarlo, and he also reported 221,578 shares held directly.
Arista Networks, Inc. executive Kenneth Duda, its President and CTO, reported option exercises and share sales dated January 20, 2026. He exercised a non-qualified stock option for 30,000 shares of common stock at an exercise price of $3.515 per share, increasing his directly held stock before subsequent sales. On the same day he sold several blocks of directly held common stock in open-market transactions at weighted average prices that include $127.2796, $128.0123, $129.2549 and $129.8985 per share under a Rule 10b5‑1 trading plan entered on March 13, 2025.
Additional sales were made indirectly by a children’s trust for which Duda is co‑trustee, and by a 501(c) foundation for which he and his spouse serve as co‑trustees, each under separate Rule 10b5‑1 trading plans dated March 13, 2025. The filing also lists substantial indirect holdings in annuity and family trusts, which reflect ongoing indirect ownership relationships rather than new transactions.
Arista Networks director Charles Giancarlo reported multiple open‑market sales of company stock held in a family trust. On January 2, 2026, a trust for which he serves as co‑trustee sold blocks of Arista Networks common stock at weighted average prices of $132.9695, $133.6371, $134.9893, and $135.705 per share.
The sales, all coded as transaction type “S,” were made under a Rule 10b5‑1 trading plan that Giancarlo entered into on June 12, 2025. After these transactions, the trust continued to hold Arista Networks shares indirectly, and Giancarlo also reported a separate direct holding of common stock. The filing notes that each weighted average price reflects multiple trades within specified price ranges, and Giancarlo has agreed to provide full trade‑level detail upon request.
A shareholder of ANET has filed a notice of proposed sale of 32,000 common shares. The shares are to be sold through J.P. Morgan Securities LLC on the NYSE, with an aggregate market value of $4,289,600 and 1,259,285,070 shares outstanding of the same class. The shares being sold were acquired on 03/12/2014 via a stock option exercise from Charlie Giancarlo. In the past three months, The Giancarlo Family Trust UAD 11/02/98 reported two prior common share sales of 8,000 shares each, with gross proceeds of $1,256,957 and $1,024,749. The filer represents that they are not aware of undisclosed material adverse information about the issuer’s operations.
Arista Networks director and officer Kenneth Duda reported an option exercise and multiple stock sales dated 12/17/2025. He exercised 30,000 non-qualified stock options at an exercise price of $3.515 per share and acquired the same number of Arista Networks common shares.
On the same date, he sold several blocks of common stock in the open market at weighted average prices around $122–$126 per share, leaving 12,976 shares held directly. Additional sales were made by a children’s trust and a 501(c) foundation with which he is associated, under Rule 10b5-1 trading plans entered into on March 13, 2025. After these transactions, he continued to report large indirect holdings through multiple trusts and annuity trusts.