{"schema_version":"secwatch.filing_event.v1","accession":"0001596532-23-000272","form_type":"8-K","ticker":"ANET","cik":"0001596532","company_name":"Arista Networks, Inc.","filed_at":"2023-10-30T23:59:59+00:00","discovered_at":"2026-05-14T18:03:29.696502+00:00","generated_at":"2026-06-09T06:00:19.062204+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Arista Q3 revenue $1.509B (+28.3% YoY); non-GAAP EPS $1.83; FY outlook raised to >33% growth","bullets":["Revenue $1.509B (+28.3% YoY, +3.5% QoQ); GAAP EPS $1.72, non-GAAP EPS $1.83.","GAAP gross margin 62.4%; non-GAAP gross margin 63.1%, both up YoY and QoQ.","CFO says 2023 revenue growth outlook raised to >33% YoY (from prior guidance).","Q4 2023 guidance: revenue $1.5B-$1.55B, non-GAAP gross margin ~63%, non-GAAP operating margin ~42%.","Named by Spark as private telecom cloud networking provider; joined Ultra Ethernet Consortium for AI/HPC."],"urls":{"canonical":"https://secwatch.observer/filing/0001596532-23-000272","json":"https://secwatch.observer/filing/0001596532-23-000272.json","markdown":"https://secwatch.observer/filing/0001596532-23-000272.md","text":"https://secwatch.observer/filing/0001596532-23-000272.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1596532/000159653223000272/0001596532-23-000272-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1596532/000159653223000272/anet-20231030.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T06:00:19.062204+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"0f1190e96c64ea2632ce21e2e69b15918eae6048","claim":"Arista Networks, Inc. reported third quarter ended September 30, 2023 results: revenue $1.509 billion, net income $545.3 million, EPS $1.72 per diluted share.","evidence_excerpt":"in the third quarter,” says Jayshree Ullal, President and CEO of Arista Networks. “Customer momentum remained strong in both enter prise and cloud/AI sectors.” • Revenue of $1.509 billion, an increase of 3.5% compared to the second quarter of 2023, and an increase of 28.3% from the third quarter of 2022. • GAAP gross margin of 62.4%, compared to GAAP gross margin","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1596532/000159653223000272/0001596532-23-000272-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended September 30, 2023"},{"label":"Revenue","value":"$1.509 billion"},{"label":"Net income","value":"$545.3 million"},{"label":"EPS","value":"$1.72 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}