secwatch.observer — SEC 8-K summary
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Issuer:     Arista Networks, Inc. (ANET)
CIK:        0001596532
Form:       8-K
Filed at:   2026-08-04T20:06:44+00:00
Accession:  0001596532-26-000174
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Arista Networks Q2 2026 revenue $3.036B (+37.7% YoY); non-GAAP EPS $1.02 vs $0.73 YoY
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- Revenue of $3.036B, up 12.1% QoQ and 37.7% YoY; first $3B quarter.
- GAAP EPS $0.95, non-GAAP EPS $1.02, up 36% and 40% YoY respectively.
- GAAP operating margin 45.4%, non-GAAP 49.9%, both expanded YoY.
- Introduced 1.6 Tbps AI fabric platforms including liquid-cooled options.
- Named to Fortune 500 and Gartner Magic Quadrant Leader for Enterprise Wired and Wireless LAN.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1596532/000159653226000174/0001596532-26-000174-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1596532/000159653226000174/anet-20260804.htm
  HTML page:      https://secwatch.observer/filing/0001596532-26-000174

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