Executive readout · one minute
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ANET
$169.91
+3.52%
ANET
· Arista Networks, Inc.
$169.91
+5.77 (+3.52%)
At close · Nov 3
View the 10-Q filed Aug 5, 2026
Return incl. dividend (before tax)
Q3 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
$214.29B
Shares
1.26B
Volume · Nov 3
12.6M
Avg daily vol (3M)
6.08M
All webcasts
Conference · 2026-12-01
Arista Networks, Inc. (ANET) December 1, 2026 Conference
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