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$192.84 +5.03 (+2.68%)
S&P 500 member Russell 1000 member Rebalance outlook locked
Customer concentration — top customer 26% of revenue

One customer — 26% of revenue (the year ended December 31, 2025)

“sales to the other end customer represented 26%, 20%, and 18% of our total revenue for the years ended December 31, 2025, 2024, and 2023, respectively.”

One customer — 16% of revenue (the year ended December 31, 2025)

“sales to one end customer represented 16%, 15%, and 21% of our total revenue”

One customer — 20% of revenue (the year ended December 31, 2024)

“sales to the other end customer represented 26%, 20%, and 18% of our total revenue for the years ended December 31, 2025, 2024, and 2023, respectively.”

One customer — 15% of revenue (the year ended December 31, 2024)

“sales to one end customer represented 16%, 15%, and 21% of our total revenue”

One customer — 21% of revenue (the year ended December 31, 2023)

“sales to one end customer represented 16%, 15%, and 21% of our total revenue”

One customer — 18% of revenue (the year ended December 31, 2023)

“sales to the other end customer represented 26%, 20%, and 18% of our total revenue for the years ended December 31, 2025, 2024, and 2023, respectively.”
View the 10-Q filed Aug 5, 2026
Market Cap
$239.53B
Shares
1.26B

Arista Networks, Inc. Earnings Call Transcripts

Quarterly earnings calls for Arista Networks, Inc. (ANET), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲57.2% $1.18B $354.00M '22 Q3 22-10-31 ▲54.7% $1.28B $427.09M '22 Q4 23-02-13 ▲54.1% $1.35B $436.47M '23 Q1 23-05-01 ▲38.7% $1.46B $491.88M '23 Q2 23-07-31 ▲28.3% $1.51B $545.33M '23 Q3 23-10-30 ▲20.8% $1.54B $613.62M '23 Q4 24-02-12 ▲16.3% $1.57B $637.70M '24 Q1 24-05-07 ▲15.9% $1.69B $665.40M '24 Q2 24-07-30 ▲20% $1.81B $748.00M '24 Q3 24-11-07 ▲25.3% $1.93B $801.00M '24 Q4 25-02-18 ▲27.6% $2.00B $813.80M '25 Q1 25-05-06 ▲30.4% $2.20B $888.80M '25 Q2 25-08-05 ▲27.5% $2.31B $853.00M '25 Q3 25-11-04 ▲28.9% $2.49B $955.80M '25 Q4 26-02-12 ▲35.1% $2.71B $1.02B '26 Q1 26-05-05 LATEST ▲37.7% $3.04B $1.21B '26 Q2 26-08-04
Conference
Investor event
2026-09-10
Arista Networks, Inc. (ANET) September 2026 Conference
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-09-09
Arista Networks, Inc. (ANET) September 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-09-08
Arista Networks, Inc. (ANET) September 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-08-04
Arista Networks, Inc. (ANET) Q2 2026 Earnings Call Transcript
Confident tone Scale-Across and Routing Opportunity Supply Chain Constraints and Mitigation Q3 Guidance and Forward Visibility
Revenue
$3.04B
▲ 37.7% YoY
Diluted EPS
$0.95
▲ 35.7% YoY
Gross margin
62.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-06-02
Arista Networks, Inc. (ANET) June 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-05-14
Arista Networks, Inc. (ANET) May 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q1
2026-05-05
Arista Networks, Inc. (ANET) Q1 2026 Earnings Call Transcript
Confident tone Financial outlook and Q2 guidance Supply chain constraints and lead times XPO optics innovation
Revenue
$2.71B
▲ 35.1% YoY
Diluted EPS
$0.80
▲ 25% YoY
Gross margin
61.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-03-03
Arista Networks, Inc. (ANET) March 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY25 · Q4
2026-02-12
Arista Networks, Inc. (ANET) Q4 2025 Earnings Call Transcript
Confident tone Ethernet standards and ecosystem AI networking growth Telemetry and AI networking software
Revenue
$2.49B*
▲ 28.9% YoY
Gross margin
62.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-04
Arista Networks, Inc. (ANET) Q3 2025 Earnings Call Transcript
Confident tone Enterprise and Campus Go-to-Market AI Networking Momentum Open Ecosystem and Partnerships
Revenue
$2.31B
▲ 27.5% YoY
Diluted EPS
$0.67
▲ 15.5% YoY
Gross margin
64.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-05
Arista Networks, Inc. (ANET) Q2 2025 Earnings Call Transcript
Confident tone AI networking growth and back-end opportunity Cloud Titan momentum Competitive landscape and NVIDIA coexistence
Revenue
$2.20B
▲ 30.4% YoY
Diluted EPS
$0.70
▲ 34.6% YoY
Gross margin
65.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-06
Arista Networks, Inc. (ANET) Q1 2025 Earnings Call Transcript
Confident tone Tariffs and trade restrictions AI / generative AI momentum and Ethernet vs InfiniBand Campus, branch and enterprise networking
Revenue
$2.00B
▲ 27.6% YoY
Diluted EPS
$0.64
▲ 28% YoY
Gross margin
63.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-18
Arista Networks, Inc. (ANET) Q4 2024 Earnings Call Transcript
Confident tone Campus, routing, and network adjacencies Switching leadership and port speeds (400G, 800G, 1.6T) Generative AI and AI Center growth
Revenue
$1.93B*
▲ 25.3% YoY
Gross margin
63.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Arista Networks, Inc. (ANET) Q3 2024 Earnings Call Transcript
Confident tone Etherlink/800G product portfolio AI networking strategy and momentum Arista 2.0 vision and roadmap
Revenue
$1.81B
▲ 20% YoY
Diluted EPS
$0.58
▲ 34.9% YoY
Gross margin
64.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-07-30
Arista Networks, Inc. (ANET) Q2 2024 Earnings Call Transcript
Confident tone Customer Wins & Enterprise Momentum AI / Etherlink Portfolio AI Revenue Ramp & Outlook
Revenue
$1.69B
▲ 15.9% YoY
Diluted EPS
$0.52
▲ 34.2% YoY
Gross margin
64.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-07
Arista Networks, Inc. (ANET) Q1 2024 Earnings Call Transcript
Confident tone Blackwell / GPU Roadmap Enterprise / NaaS Strategy Product Innovation (NetDL / EOS / Universal Spine)
Revenue
$1.57B
▲ 16.3% YoY
Diluted EPS
$0.50
▲ 44.9% YoY
Gross margin
63.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-12
Arista Networks, Inc. (ANET) Q4 2023 Earnings Call Transcript
Confident tone Enterprise and campus growth 400G/800G Ethernet and product leadership Cloud titan / hyperscaler customers
Revenue
$1.54B*
▲ 20.8% YoY
Gross margin
64.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-10-30
Arista Networks, Inc. (ANET) Q3 2023 Earnings Call Transcript
Revenue
$1.51B
▲ 28.3% YoY
Diluted EPS
$0.43
▲ 52.2% YoY
Gross margin
62.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-07-31
Arista Networks, Inc. (ANET) Q2 2023 Earnings Call Transcript
Revenue
$1.46B
▲ 38.7% YoY
Diluted EPS
$0.39
▲ 64.9% YoY
Gross margin
60.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-01
Arista Networks, Inc. (ANET) Q1 2023 Earnings Call Transcript
Revenue
$1.35B
▲ 54.1% YoY
Diluted EPS
$0.35
▲ 62.4% YoY
Gross margin
59.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-13
Arista Networks, Inc. (ANET) Q4 2022 Earnings Call Transcript
Revenue
$1.28B*
▲ 54.7% YoY
Gross margin
60.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-10-31
Arista Networks, Inc. (ANET) Q3 2022 Earnings Call Transcript
Revenue
$1.18B
▲ 57.2% YoY
Diluted EPS
$0.28
▲ 61.4% YoY
Gross margin
60.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-01
Arista Networks, Inc. (ANET) Q2 2022 Earnings Call Transcript
Revenue
$1.05B
▲ 48.7% YoY
Diluted EPS
$0.24
▲ 51.6% YoY
Gross margin
61.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-02
Arista Networks, Inc. (ANET) Q1 2022 Earnings Call Transcript
Revenue
$877.07M
▲ 31.4% YoY
Diluted EPS
$0.21
▲ 49.1% YoY
Gross margin
63.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-02-14
Arista Networks, Inc. (ANET) Q4 2021 Earnings Call Transcript
Revenue
$824.46M*
▲ 27.1% YoY
Gross margin
63.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-01
Arista Networks, Inc. (ANET) Q3 2021 Earnings Call Transcript
Revenue
$748.70M
▲ 23.7% YoY
Diluted EPS
$0.18
▲ 32.1% YoY
Gross margin
63.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-08-02
Arista Networks, Inc. (ANET) Q2 2021 Earnings Call Transcript
Revenue
$707.32M
▲ 30.8% YoY
Diluted EPS
$0.16
▲ 35.5% YoY
Gross margin
64.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-05-04
Arista Networks, Inc. (ANET) Q1 2021 Earnings Call Transcript
Revenue
$667.56M
▲ 27.6% YoY
Diluted EPS
$0.14
▲ 31.8% YoY
Gross margin
63.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-18
Arista Networks, Inc. (ANET) Q4 2020 Earnings Call Transcript
Revenue
$648.48M
▲ 17.4% YoY
Diluted EPS
$0.14
▼ 28.9% YoY
Gross margin
63.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-11-02
Arista Networks, Inc. (ANET) Q3 2020 Earnings Call Transcript
Revenue
$605.43M
▼ 7.5% YoY
Diluted EPS
$0.13
▼ 18.1% YoY
Gross margin
63.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-08-04
Arista Networks, Inc. (ANET) Q2 2020 Earnings Call Transcript
Revenue
$540.57M
▼ 11.1% YoY
Diluted EPS
$0.11
▼ 21.5% YoY
Gross margin
63.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-05-05
Arista Networks, Inc. (ANET) Q1 2020 Earnings Call Transcript
Revenue
$523.03M
▼ 12.2% YoY
Diluted EPS
$0.11
▼ 30% YoY
Gross margin
64.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–32 of 32 earnings calls
Key facts CIK 1596532 CUSIP 040413205 13F (30d) 87 filings 72 filers Visit website Investor relations