ANET · Arista Networks, Inc. · Webcasts, Transcripts & Audio
$170.19
+6.05 (+3.69%)
At close · Nov 3
View the 10-Q filed Aug 5, 2026
Return incl. dividend (before tax)
Earnings today
Q2 2026 earnings call transcript
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.”
Market Cap
$207.02B
Shares
1.26B
Volume · Nov 3
10.59M
Avg daily vol (3M)
6.02M
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Arista Networks, Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for Arista Networks, Inc. (ANET), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
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Conference
Investor event
2026-12-10
Arista Networks, Inc. (ANET) December 10, 2026 Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-12-01
Arista Networks, Inc. (ANET) December 1, 2026 Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q3
2026-11-03
Arista Networks, Inc. (ANET) Q3 2026 Earnings Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-09-10
Arista Networks, Inc. (ANET) September 10, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-09-09
Arista Networks, Inc. (ANET) September 9, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-09-08
Arista Networks, Inc. (ANET) September 8, 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
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-03
Arista Networks, Inc. (ANET) June 3, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-06-02
Arista Networks, Inc. (ANET) June 2, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-05-14
Arista Networks, Inc. (ANET) May 14, 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
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-03
Arista Networks, Inc. (ANET) March 3, 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Audio
Transcript
Slides
8-K10-Q
Showing 1–36 of 36 webcasts
Key facts
CIK
1596532
CUSIP
040413205
13F (30d)
1084 filings
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