{"schema_version":"secwatch.filing_event.v1","accession":"0001596532-26-000074","form_type":"8-K","ticker":"ANET","cik":"0001596532","company_name":"Arista Networks, Inc.","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.545930+00:00","generated_at":"2026-05-14T23:22:25.435125+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 Networks Q1 2026 revenue $2.709B (+35.1% YoY); Non-GAAP EPS $0.87","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001596532-26-000074","json":"https://secwatch.observer/filing/0001596532-26-000074.json","markdown":"https://secwatch.observer/filing/0001596532-26-000074.md","text":"https://secwatch.observer/filing/0001596532-26-000074.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1596532/000159653226000074/0001596532-26-000074-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1596532/000159653226000074/anet-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:22:25.435125+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":"ebf2fc4e3e6e4adfb540c960af4edebbae2ecf6a","claim":"Arista Networks, Inc. reported first quarter ended March 31, 2026 results: revenue $2.709 billion, EPS GAAP and non-GAAP diluted earnings per share of $0.80 and $0.87.","evidence_excerpt":"Revenue of $2.709 billion, an increase of 8.9% compared to the fourth quarter of 2025, and an increase of 35.1% from the first quarter of 2025. • GAAP and non-GAAP operating margin of 42.7% and 47.8%, respectively, compared to GAAP and non-GAAP operating margin of 42.8% and 47.8% in the first quarter of 2025. • GAAP and non-GAAP diluted earnings per share of $0.80 and $0.87","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1596532/000159653226000074/0001596532-26-000074-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$2.709 billion"},{"label":"EPS","value":"GAAP and non-GAAP diluted earnings per share of $0.80 and $0.87"},{"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"}