ANET · Arista Networks, Inc.
$198.82
-4.80 (-2.36%)
At close · Aug 14
View the 10-Q filed May 6, 2026
Customer concentration
— top customer 26% of revenue
One customer — 26% of revenue (the year ended December 31, 2025)
“Sales to one end customer represented 16%, 15%, and 21% of our total revenue, and 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, and 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
$250.76B
Shares
1.26B
Notices of intent to sell restricted or control shares, filed with the SEC on Form 144 by insiders and affiliates. A Form 144 signals a planned sale — it does not confirm the shares were actually sold.
| Filed | Seller | Relationship | Shares | Approx. Sale | Broker |
|---|---|---|---|---|---|
| 2026-08-12 | Ullal Jayshree | Officer, Director | 573,509 | 2026-08-05 | Fidelity Brokerage Services LLC |
| 2026-08-05 | Ullal Jayshree | Officer, Director | 1,099,495 | 2026-08-05 | Fidelity Brokerage Services LLC |
| 2026-07-10 | Ullal Jayshree | Officer, Director | 234,578 | 2026-07-10 | Fidelity Brokerage Services LLC |
| 2026-07-09 | Ullal Jayshree | Officer, Director | 242,422 | 2026-07-09 | Fidelity Brokerage Services LLC |
| 2026-05-26 | Ullal Jayshree | Officer, Director | 13,809 | 2026-05-26 | Fidelity Brokerage Services LLC |
| 2026-05-26 | CHANTELLE BREITHAUPT | Officer | 2,448 | 2026-05-26 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-04-22 | Ullal Jayshree | Officer, Director | 428,000 | 2026-04-22 | Fidelity Brokerage Services LLC |
| 2026-04-21 | Ullal Jayshree | Officer, Director | 93,861 | 2026-04-21 | Fidelity Brokerage Services LLC |
| 2026-04-20 | Ullal Jayshree | Officer, Director | 306,139 | 2026-04-20 | Fidelity Brokerage Services LLC |
| 2026-04-16 | Ullal Jayshree | Officer, Director | 350,000 | 2026-04-16 | Fidelity Brokerage Services LLC |
| 2026-04-14 | CHANTELLE BREITHAUPT | Officer | 8,890 | 2026-04-14 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-04-13 | Ullal Jayshree | Officer, Director | 112,812 | 2026-04-13 | Fidelity Brokerage Services LLC |
| 2026-03-17 | Kenneth Duda | Officer | 24,000 | 2026-03-17 | J.P. Morgan Securities LLC |
| 2026-03-17 | Kenneth Duda | Officer | 24,000 | 2026-03-17 | J.P. Morgan Securities LLC |
| 2026-03-17 | Kenneth Duda | Officer | 96,000 | 2026-03-17 | J.P. Morgan Securities LLC |
| 2026-03-17 | Kenneth Duda | Officer | 30,000 | 2026-03-17 | J.P. Morgan Securities LLC |
| 2026-02-25 | Yvonne Wassenaar | Director | 4,605 | 2026-02-25 | J.P. Morgan Securities LLC |
| 2026-02-23 | Kelly Battles | Director | 422 | 2026-02-23 | J.P. Morgan Securities LLC |
| 2026-01-02 | Charles Giancarlo | Director | 32,000 | 2026-01-02 | J.P. Morgan Securities LLC |
| 2025-12-17 | Kenneth Duda | Officer | 92,000 | 2025-12-17 | J.P. Morgan Securities LLC |
| 2025-12-17 | Kenneth Duda | Officer | 30,000 | 2025-12-17 | J.P. Morgan Securities LLC |
| 2025-12-17 | Kenneth Duda | Officer | 24,000 | 2025-12-17 | J.P. Morgan Securities LLC |
| 2025-12-17 | Kenneth Duda | Officer | 24,000 | 2025-12-17 | J.P. Morgan Securities LLC |
| 2025-11-25 | Jayshree Ullal | Officer and Director | 24,042 | 2025-11-25 | J.P. Morgan Securities LLC |
| 2025-11-21 | Kelly Battles | Director | 422 | 2025-11-21 | J.P. Morgan Securities LLC |
| 2025-09-19 | Charles Giancarlo | Director | 82,000 | 2025-09-19 | J.P. Morgan Securities LLC |
| 2025-09-17 | Kenneth Duda | Officer | 24,000 | 2025-09-17 | J.P. Morgan Securities LLC |
| 2025-09-17 | Kenneth Duda | Officer | 30,000 | 2025-09-17 | J.P. Morgan Securities LLC |
| 2025-09-17 | Kenneth Duda | Officer | 24,000 | 2025-09-17 | J.P. Morgan Securities LLC |
| 2025-09-17 | Kenneth Duda | Officer | 90,000 | 2025-09-17 | J.P. Morgan Securities LLC |
| 2025-09-05 | Jayshree Ullal | Officer and Director | 1,261,958 | 2025-09-05 | J.P. Morgan Securities LLC |
| 2025-09-05 | Jayshree Ullal | Officer and Director | 240,521 | 2025-09-05 | J.P. Morgan Securities LLC |
| 2025-09-05 | Jayshree Ullal | Officer and Director | 240,521 | 2025-09-05 | J.P. Morgan Securities LLC |
| 2025-08-25 | Jayshree Ullal | Officer and Director | 24,040 | 2025-08-25 | J.P. Morgan Securities LLC |
| 2025-08-06 | Jayshree Ullal | Officer and Director | 1,682,632 | 2025-08-06 | J.P. Morgan Securities LLC |
| 2025-08-06 | Jayshree Ullal | Officer and Director | 320,684 | 2025-08-06 | J.P. Morgan Securities LLC |
| 2025-08-06 | Jayshree Ullal | Officer and Director | 320,684 | 2025-08-06 | J.P. Morgan Securities LLC |
| 2025-08-01 | Charles Giancarlo | Director | 8,000 | 2025-08-01 | J.P. Morgan Securities LLC |
| 2025-07-30 | Jayshree Ullal | Officer and Director | 161,308 | 2025-07-30 | J.P. Morgan Securities LLC |
| 2025-07-30 | Jayshree Ullal | Officer and Director | 846,384 | 2025-07-30 | J.P. Morgan Securities LLC |
| 2025-07-30 | Jayshree Ullal | Officer and Director | 161,308 | 2025-07-30 | J.P. Morgan Securities LLC |
| 2025-07-25 | Jayshree Ullal | Officer and Director | 162,274 | 2025-07-25 | J.P. Morgan Securities LLC |
| 2025-07-25 | Jayshree Ullal | Officer and Director | 851,452 | 2025-07-25 | J.P. Morgan Securities LLC |
| 2025-07-25 | Jayshree Ullal | Officer and Director | 162,274 | 2025-07-25 | J.P. Morgan Securities LLC |
| 2025-07-25 | Kelly Battles | Director | 864 | 2025-07-25 | J.P. Morgan Securities LLC |
| 2025-06-27 | Jayshree Ullal | Officer and Director | 8,724 | 2025-06-27 | J.P. Morgan Securities LLC |
| 2025-06-27 | Jayshree Ullal | Officer and Director | 8,724 | 2025-06-27 | J.P. Morgan Securities LLC |
| 2025-06-26 | Jayshree Ullal | Officer and Director | 127,580 | 2025-06-26 | J.P. Morgan Securities LLC |
| 2025-06-26 | Jayshree Ullal | Officer and Director | 127,580 | 2025-06-26 | J.P. Morgan Securities LLC |
| 2025-06-26 | Jayshree Ullal | Officer and Director | 106,766 | 2025-06-26 | J.P. Morgan Securities LLC |
Showing 1–50 of 208 filings
Key facts
CIK
1596532
CUSIP
040413205
13F (30d)
1996 filings
1958 filers
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