{"schema_version":"secwatch.filing_event.v1","accession":"0001596532-25-000214","form_type":"8-K","ticker":"ANET","cik":"0001596532","company_name":"Arista Networks, Inc.","filed_at":"2025-08-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:44.456396+00:00","generated_at":"2026-05-17T20:41:59.151914+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 Q2 2025 revenue $2.205B (+30.4% YoY); EPS $0.70 GAAP, $0.73 Non-GAAP","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001596532-25-000214","json":"https://secwatch.observer/filing/0001596532-25-000214.json","markdown":"https://secwatch.observer/filing/0001596532-25-000214.md","text":"https://secwatch.observer/filing/0001596532-25-000214.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1596532/000159653225000214/0001596532-25-000214-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1596532/000159653225000214/anet-20250805.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T20:41:59.151914+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}