Arista Networks, Inc. (ANET) Earnings History

8 quarters held3/4 transcripts analyzed3/40 figures attestedNext: Aug 18, 2026, 3:00 PM · webcast
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Q2 2026$3.0B+37.7%
LATESTEarnings filing (8-K)10-QFiled Aug 4, 2026, 4:06 PM ET
Earnings call · Aug 4, 2026transcriptView originalprepared remarksQ&Awebcast
Q2 FY26YoY6M FY26
Revenue$3.0B1+37.7%–
Net income$1.2B+36.5%$2.2B
Op income$1.4B+39.7%–
EPS (dil.)$0.95+35.7%$1.75
EPS (basic)–––
Gross margin62.9%-2.3pp
Op margin45.4%+0.7pp
Net margin40.0%-0.4pp
  1. [1] “Total revenue 3,035.7” view source

Guidance & outlook

Management guidance

Q2 2026

q_next

revenue
No specific guidance provided
operating_margin_pct
No specific guidance provided
eps_diluted
No specific guidance provided

Call guidance

Q2 2026
MetricValuePeriodSpecificityvs Prior
revenue12.6 billionFY2026pointRaised
revenue_growth40%FY2026pointNew
campus_revenueat least $1.25 billionFY2026directionalNew
ai_fabric_revenueat least $3.5 billionFY2026directionalNew
gross_margin62-64%FY2026tight_rangeMaintained
operating_margin48-49%FY2026tight_rangeRaised
tax_rate21.5%FY2026pointMaintained
revenueapproximately $3.3 billionQ3 2026pointNew
gross_marginapproximately 63%Q3 2026pointNew
operating_margin48-49%Q3 2026tight_rangeNew
diluted_earnings_per_share$1.6 to $1.08Q3 2026wide_rangeNew
tax_rateapproximately 21.5%Q3 2026pointNew
revenueall numbers are going upcalendar 2026directionalNew
10% plus customersone, maybe two2026pointNew

Special items & operational metrics

Operational metrics

Q2 2026
Inventory
2535.3M
+12.8% YoY
Prior year: 2247.1M
millions
Q1 2026$2.7B+35.1%
Earnings filing (8-K)10-QFiled May 5, 2026, 4:06 PM ET
Earnings call · May 5, 2026transcriptView originalprepared remarksQ&Awebcast
Q1 FY26YoY
Revenue$2.7B1+35.1%
Net income$1.0B+25.7%
Op income$1.2B+34.8%
EPS (dil.)$0.80+25.0%
EPS (basic)$0.81+24.6%
Gross margin61.9%-1.8pp
Op margin42.7%-0.1pp
Net margin37.8%-2.8pp
  1. [1] “Total revenue 2,709.0” view source
Q4 2025$2.5B+28.9%
Earnings filing (8-K)10-KFiled Feb 12, 2026, 4:07 PM ET
Earnings call · Feb 12, 2026transcriptView originalprepared remarksQ&Awebcast
Q4 FY25YoYFY25
Revenue$2.5B+28.9%$9.0B
Net income$955.8M+19.3%$3.5B
Op income$1.0B+29.2%$3.9B
EPS (dil.)$0.75+21.0%–
EPS (basic)–––
Gross margin62.9%-0.9pp
Op margin41.5%+0.1pp
Net margin38.4%-3.1pp
Q3 2025$2.3B+27.5%
Earnings filing (8-K)10-QFiled Nov 4, 2025, 3:08 PM ET
Q3 FY25YoY9M FY25
Revenue$2.3B+27.5%$6.5B
Net income$853.0M+14.1%$2.6B
Op income$978.2M+24.6%$2.8B
EPS (dil.)$0.67+15.5%$2.00
EPS (basic)$0.68+15.3%$2.03
Gross margin64.6%+0.4pp
Op margin42.4%-1.0pp
Net margin37.0%-4.3pp
Q2 2025$2.2B+30.4%
Earnings filing (8-K)10-QFiled Aug 5, 2025, 4:09 PM ET
Q2 FY25YoY6M FY25
Revenue$2.2B+30.4%$4.2B
Net income$888.8M+33.6%$1.7B
Op income$986.2M+40.9%$1.8B
EPS (dil.)$0.70+34.6%$1.34
EPS (basic)$0.71+34.0%$1.35
Gross margin65.2%+0.3pp
Op margin44.7%+3.3pp
Net margin40.3%+0.9pp
Q1 2025$2.0B+27.6%
Earnings filing (8-K)10-QFiled May 6, 2025, 4:07 PM ET
Earnings call · May 6, 2025
Q1 FY25YoY
Revenue$2.0B1+27.6%
Net income$813.8M+27.6%
Op income$858.8M+30.1%
EPS (dil.)$0.64+28.0%
EPS (basic)$0.65+27.4%
Gross margin63.7%0.0pp
Op margin42.8%+0.8pp
Net margin40.6%+0.0pp
  1. [1] “Total revenue 2,004.8” view source
Q4 2024––
10-KFiled Feb 18, 2025, 4:09 PM ET
Q4 FY24YoY
Revenue––
Net income––
Op income––
EPS (dil.)––
EPS (basic)––
Q3 2024––
10-QFiled Nov 7, 2024, 4:11 PM ET
Q3 FY24YoY
Revenue––
Net income––
Op income––
EPS (dil.)––
EPS (basic)––

Filing coverage

55 filings indexed · 36,433 XBRL facts
FilingDatePeriodSectionsTables
10-Q2026-08-05–3336
8-K2026-08-04Q2 202680
8-K2026-06-02–10
10-Q2026-05-06–3335
8-K2026-05-05Q1 202680
DEF 14A2026-04-16–120
10-K2026-02-17–5574
8-K2026-02-12Q4 202590
10-Q2025-11-05–2322
8-K2025-11-04Q3 202560

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