secwatch.observer — SEC 8-K summary
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Issuer:     Arista Networks, Inc. (ANET)
CIK:        0001596532
Form:       8-K
Filed at:   2026-02-12T23:59:59+00:00
Accession:  0001596532-26-000010
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Arista Q4 revenue $2.488B (+28.9% YoY); full year $9.006B; GAAP EPS $0.75, non-GAAP $0.82
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1596532/000159653226000010/0001596532-26-000010-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1596532/000159653226000010/anet-20260212.htm
  HTML page:      https://secwatch.observer/filing/0001596532-26-000010

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer