---
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"
generated_at: "2026-05-14T23:22:25.435125+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Arista Networks Q1 2026 revenue $2.709B (+35.1% YoY); Non-GAAP EPS $0.87

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001596532-26-000074
- JSON: https://secwatch.observer/filing/0001596532-26-000074.json
- Plain text: https://secwatch.observer/filing/0001596532-26-000074.txt

## Key facts
- Earnings Releases
  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.
  - Period: first quarter ended March 31, 2026
  - Revenue: $2.709 billion
  - EPS: GAAP and non-GAAP diluted earnings per share of $0.80 and $0.87
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1596532/000159653226000074/0001596532-26-000074-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.