ANET
Arista NetworksNetworkingAI exposure: Significant
Ethernet switches for AI clusters at the largest cloud providers.
Alerts for ANET
01What does it supply?
Products, customers, and where it sits in the AI stack.
What the company does
Designs data-center networking switches and the software that runs them.
Its role in AI
Sells the high-speed Ethernet switching used to connect GPUs in AI back-end networks, mainly to hyperscalers.
02How much does AI matter to its business?
Significant. A large and growing share of revenue or spending is AI-related.
Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.
Reported by the company
- Does not report AI revenue separately. Total revenue $3,035.7 million, up 37.7% year over year (first $3 billion quarter); product revenue $2,605.2 million, service $430.5 million.Source · Q2 2026, quarter ended June 30, 2026
- Q3 2026 guidance: revenue approximately $3.3 billion, non-GAAP operating margin 48-49%, non-GAAP diluted EPS $1.06-$1.08.Source · Guidance issued August 4, 2026 for quarter ending September 30, 2026
Estimates
No third-party or editorial estimates are listed for ANET. Only company-reported figures are shown at present.
Key financial metrics, by reporting period
Company-reported, via TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
Next earnings
No announced date on file. Check the investor relations page.
Last earnings release: 2026-08-04 (8-K)
Watch list
Growth drivers
- CEO: 'As we deliver our first $3 billion quarter in Q2 2026, it is clear that our Arista 2.0 platform strategy is compelling.' source
- CEO: customers see networking as the central nervous system for infrastructure from the client to campus to data and AI centers source
- CFO: Q2 2026 reflects strong, broad-based growth, with revenue up 37.7% and EPS up 39.7% source
Risks
- Large purchases by a limited number of customers represent a substantial portion of revenue: two customers accounted for 26% and 16% of 2025 revenue source
- Escalating U.S. tariffs and retaliatory measures could disrupt costs and supply, given manufacturing in Malaysia, Vietnam and Mexico source
- Key components come from sole or limited sources, notably switching silicon from Broadcom, which could delay products or raise costs source
The company's own risk factors: 10-K filed 2026-02-17, Item 1A.
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 min- 10-QQuarterly report2026-08-05documentfolder
- 8-KEarnings release · items 2.02,9.012026-08-04documentfolder
- 8-KCurrent report · items 5.072026-06-02documentfolder
- 10-QQuarterly report2026-05-06documentfolder
- 8-KEarnings release · items 2.02,9.012026-05-05documentfolder
- DEF 14AProxy statement2026-04-16documentfolder
- 10-KAnnual report2026-02-17documentfolder
- 8-KEarnings release · items 2.02,9.012026-02-12documentfolder
- 10-QQuarterly report2025-11-05documentfolder
- 8-KEarnings release · items 2.02,9.012025-11-04documentfolder
- 8-KCurrent report · items 5.02,5.03,8.01,9.012025-09-08documentfolder
- 10-QQuarterly report2025-08-06documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Duda Kenneth Director, President and CTO | Other · disposed | 57,232 | — | 2026-09-14 |
Duda Kenneth Director, President and CTO | Other · acquired | 57,232 | — | 2026-09-14 |
TEMPLETON MARK B Director | Open-market sale · disposed | 5,000 | $197.16 | 2026-09-10 |
Duda Kenneth Director, President and CTO | Other · acquired | 200,000 | — | 2026-09-10 |
Duda Kenneth Director, President and CTO | Other · disposed | 200,000 | — | 2026-09-10 |
Breithaupt Chantelle Yvette Senior Vice President, CFO | Open-market sale · disposed | 612 | $195.77 | 2026-09-03 |
Duda Kenneth Director, President and CTO | Other · acquired | 274,070 | — | 2026-09-01 |
Duda Kenneth Director, President and CTO | Other · disposed | 274,070 | — | 2026-09-01 |
BECHTOLSHEIM ANDREAS 10% owner | Open-market sale · disposed | 300,000 | $202.60 | 2026-08-31 |
News
Related companies in Networking
Compare all →Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0001596532)
- Latest annual report (10-K) — filed 2026-02-17
- TradingView symbol page — full chart and data
Research note — Arista's IR events and press-release pages load dynamically and could not be read, so a Q3 2026 earnings date could not be verified; none found in filings. Data from the Exhibit 99.1 to the 8-K filed 2026-08-04.