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Arista Networks, Inc.

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Explore the latest company documents and SEC filings from the company, including Forms 10-K, 10-Q, 8-K, and other key disclosures. Evaluate financial performance and operational updates to make more informed decisions.
2026
Bank of America 2026 Global Technology Conference
Jun 3, 2026
AI and campus networking fuel growth as Ethernet architectures and unified software drive expansion.
46th Annual William Blair Growth Stock Conference
Jun 2, 2026
AI-driven growth, robust financials, and product innovation fuel expansion across markets.
J.P. Morgan 54th Annual Global Technology, Media and Communications Conference
May 19, 2026
AI-driven demand, supply chain agility, and Ethernet innovation fuel robust growth outlook.
21st Annual Needham Technology, Media, & Consumer Conference
May 14, 2026
AI-driven growth, raised guidance, and innovation in open standards fuel strong momentum.
Earnings, Q1 FY2026
May 5, 2026
Record Q1 growth and raised 2026 outlook driven by AI demand, despite ongoing supply constraints.
Status update
Apr 2, 2026
XPO delivers 4x density, liquid cooling, and broad ecosystem support for next-gen AI data centers.
Morgan Stanley Technology, Media & Telecom Conference 2026
Mar 3, 2026
AI-driven networking, open standards, and power constraints shape growth and innovation.
Bernstein Insights: What's next in tech? - 4th Annual Tech, Media, Telecom Forum
Feb 25, 2026
AI networking growth accelerates as Ethernet dominates, innovation speeds up, and new markets emerge.
2025
Earnings, Q4 FY2025
Annual
Feb 12, 2026
2025 revenue surged 28.6% to $9B, with 2026 guidance raised to $11.25B amid strong AI demand.
Barclays 23rd Annual Global Technology Conference
Dec 11, 2025
AI-driven networking growth, tech innovation, and campus expansion fuel strong momentum.
Raymond James TMT and Consumer Conference
Dec 9, 2025
AI-driven networking growth, diversification, and product innovation drive multi-year expansion.
UBS’s 2025 Global Technology and AI Conference
Dec 2, 2025
FY26 targets 20% growth, led by AI and campus, with robust margin and supply chain positioning.
Wells Fargo's 9th Annual TMT Summit
Nov 18, 2025
Strong AI and campus growth, robust supply chain, and differentiated blue box strategy highlighted.
Earnings, Q3 FY2025
Nov 4, 2025
Q3 revenue up 27.5% YoY; FY 2026 guidance raised to $10.65B on strong AI and campus growth.
Analyst Day 2025
Sep 11, 2025
AI and campus growth fuel a $10.5B 2026 target, powered by innovation and ecosystem partnerships.
Goldman Sachs Communicopia + Technology Conference 2025
Sep 10, 2025
Campus and AI growth accelerate as portfolio and channel reach expand, driven by quality and innovation.
Deutsche Bank's 2025 Technology Conference
Aug 27, 2025
AI and campus market growth, Ethernet dominance, and new tech drive expansion and differentiation.
J.P. Morgan Hardware & Semis Access Forum
Aug 13, 2025
Scale-up AI networking and Ethernet adoption are set to drive growth through 2028 and beyond.
Earnings, Q2 FY2025
Aug 5, 2025
Q2 2025 revenue surged 30.4% YoY, with robust margins and strong FY25 growth outlook.
53rd Annual JPMorgan Global Technology, Media and Communications Conference
May 13, 2025
20th Annual Needham Technology, Media & Consumer Conference
May 9, 2025
Earnings, Q1 FY2025
May 6, 2025
Morgan Stanley Technology, Media & Telecom Conference
Mar 4, 2025
2024
Earnings, Q4 FY2024
Annual
Feb 18, 2025