{"filings":[{"id":93967,"accession_number":"0001596532-26-000074","cik":1596532,"company_name":"Arista Networks, Inc.","ticker":"ANET","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arista Networks Q1 2026 revenue $2.709B (+35.1% YoY); Non-GAAP EPS $0.87","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $0.80, Non-GAAP EPS $0.87; compared to $0.64 and $0.66 in Q1 2025.","GAAP operating margin 42.7%; Non-GAAP operating margin 47.8%.","Cash flow from operations $1.69B in Q1 2026.","Announced XPO MSA product that reduces networking racks by up to 75%.","Net promoter score of 89 with 94% of customers strongly positive."],"consensus_eps_estimate":null,"consensus_eps_actual":0.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":2709000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105989,"accession_number":"0001596532-26-000010","cik":1596532,"company_name":"Arista Networks, Inc.","ticker":"ANET","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arista Q4 revenue $2.488B (+28.9% YoY); full year $9.006B; GAAP EPS $0.75, non-GAAP $0.82","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $2.488B (+7.8% QoQ, +28.9% YoY); GAAP net income $955.8M ($0.75 EPS); non-GAAP net income $1.047B ($0.82 EPS).","Full year revenue $9.006B (+28.6% YoY); GAAP net income $3.511B ($2.75 EPS); non-GAAP net income $3.806B ($2.98 EPS).","Cumulative ports shipped exceeded 150 million; CEO cited Arista 2.0 momentum and surpassed AI and campus goals.","Surpassed $1B quarterly non-GAAP net income for the first time; CFO noted 47.5% operating margin.","Launched next-gen R4 series platforms for AI and data center networks targeting high performance and low power."],"consensus_eps_estimate":null,"consensus_eps_actual":2.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":9005700000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122283,"accession_number":"0001596532-25-000284","cik":1596532,"company_name":"Arista Networks, Inc.","ticker":"ANET","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arista Networks Q3 2025 revenue $2.31B (+27.5% YoY); non-GAAP EPS $0.75 (+25%)","event_type":"earnings","confidence":"high","bullets":["Revenue of $2.308B, up 27.5% YoY and 4.7% QoQ.","Non-GAAP net income $962.3M, $0.75 diluted EPS vs $0.60 in Q3 2024.","GAAP net income $853.0M, $0.67 diluted EPS vs $0.58 in Q3 2024.","Q4 2025 guidance: revenue $2.3-$2.4B, non-GAAP gross margin 62-63%, operating margin 47-48%.","Appointed Kenneth Duda as President and CTO; Tyson Lamoreaux as SVP of Cloud and AI Networking."],"consensus_eps_estimate":null,"consensus_eps_actual":2.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":6517900000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138981,"accession_number":"0001596532-25-000258","cik":1596532,"company_name":"Arista Networks, Inc.","ticker":"ANET","form_type":"8-K","filed_at":"2025-09-08T23:59:59+00:00","items":["5.02","5.03","8.01","9.01"],"status":"ready","headline":"Arista founder Kenneth Duda named President & CTO; bylaws amended to allow multiple presidents","event_type":"leadership","confidence":"high","bullets":["Kenneth Duda, co-founder and current CTO/SVP Engineering, appointed President and CTO effective Sept. 5, 2025.","Duda's expanded role includes oversight of cloud and AI systems engineering and business development.","Bylaws amended to permit more than one individual to hold the role of President; forum selection updated per DGCL amendments.","Tyson Lamoreaux appointed SVP of Cloud and AI Networking, joining Duda's team under Chief Development Officer Hugh Holbrook."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138980,"accession_number":"0001596532-25-000214","cik":1596532,"company_name":"Arista Networks, Inc.","ticker":"ANET","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arista Q2 2025 revenue $2.205B (+30.4% YoY); EPS $0.70 GAAP, $0.73 Non-GAAP","event_type":"earnings","confidence":"high","bullets":["Revenue of $2.205B, up 10% QoQ and 30.4% YoY; GAAP gross margin 65.2%.","GAAP net income $888.8M ($0.70 diluted EPS) vs $665.4M ($0.52) in Q2 2024.","Non-GAAP net income $923.5M ($0.73 diluted EPS); operating income crossed $1B for first time.","Q3 2025 guidance: revenue ~$2.25B, non-GAAP gross margin ~64%, non-GAAP operating margin ~47%.","Appointed Todd Nightingale as President and COO; acquired VeloCloud SD-WAN from Broadcom."],"consensus_eps_estimate":null,"consensus_eps_actual":1.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":4209600000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156467,"accession_number":"0001596532-25-000170","cik":1596532,"company_name":"Arista Networks, Inc.","ticker":"ANET","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Arista appoints Todd Nightingale as President and COO effective July 1, 2025","event_type":"leadership","confidence":"high","bullets":["Nightingale, former CEO of Fastly and ex-Cisco EVP, will receive $350K base salary.","Equity grant includes RSUs valued at $30M and PSUs valued at $2M, subject to board approval.","RSUs vest 25% after 1 year then quarterly over ~4 years; PSUs tied to three 6-month performance periods.","Severance provides 12 months base salary and 12-month equity acceleration for non-Cause/Good Reason termination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156466,"accession_number":"0001596532-25-000148","cik":1596532,"company_name":"Arista Networks, Inc.","ticker":"ANET","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Arista Networks stockholders elect three Class II directors, approve advisory say-on-pay, ratify auditor","event_type":"other","confidence":"high","bullets":["Charles Giancarlo, Daniel Scheinman, Yvonne Wassenaar elected as Class II directors with majority For votes.","Advisory vote on named executive officer compensation approved: 613.6M For, 374.5M Against.","Ratification of Ernst & Young as auditor for FY 2025 passed: 1.09B For, 23.1M Against.","Broker non-votes: 116.3M on director election and say-on-pay; none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}