secwatch.observer — SEC 8-K summary
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Issuer:     Arista Networks, Inc. (ANET)
CIK:        0001596532
Form:       8-K
Filed at:   2026-05-05T23:59:59+00:00
Accession:  0001596532-26-000074
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1596532/000159653226000074/0001596532-26-000074-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1596532/000159653226000074/anet-20260505.htm
  HTML page:      https://secwatch.observer/filing/0001596532-26-000074

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