secwatch.observer — SEC 8-K summary ====================================== Issuer: Arista Networks, Inc. (ANET) CIK: 0001596532 Form: 8-K Filed at: 2021-08-02T23:59:59+00:00 Accession: 0001596532-21-000253 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Arista Q2 revenue $707.3M (+30.8% YoY); GAAP EPS $2.47, guides Q3 $725-745M --------------------------------------------------------------------------- - Revenue $707.3M, up 6% QoQ and 30.8% YoY; GAAP net income $196.9M ($2.47 diluted EPS). - Non-GAAP net income $216.8M ($2.72 diluted EPS), up from $167.0M in Q2 2020. - GAAP gross margin 64.2%; non-GAAP gross margin 65.2%; both improved YoY. - Cumulative cloud ports shipped exceeded 50M; launched SwitchApp ultra-low latency switch and CloudVision 2021. - Q3 2021 guidance: revenue $725-745M; non-GAAP gross margin 63-65%; non-GAAP op margin ~37%. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1596532/000159653221000253/0001596532-21-000253-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1596532/000159653221000253/anet-20210802.htm HTML page: https://secwatch.observer/filing/0001596532-21-000253 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer