ANET Arista Networks

company

SEC Filings & Insider Trading Activity 2026

Management Discussion & Analysis

• • Revenue $9.01B in 2025, up 28.6% YoY from $7.00B in 2024; product revenue $7.58B (+28.8%), service revenue $1.43B (+27.7%)
• • Gross margin stable at 64.1% in 2025 vs 64.1% in 2024; operating expenses increased to 21.3% of revenue in 2025 from 22.1% in 2024
• • Best segment: Core networking $5.85B (65% of revenue); Worst margin pressure from large customer discounts and supply chain inflation
• • Operating cash flow $4.37B in 2025; capex $119.5M plus $300M acquisition; financing cash outflow $1.60B mainly from stock repurchases/dividends
• • Management highlights risks: macroeconomic uncertainties, supply chain inflation, AI market demand volatility; plans increased R&D and sales investments

Business Overview

• • Core cloud and AI-driven data center networking-as-a-service platform powered by proprietary EOS OS and Network Data Lake for unified data interconnectivity
• • Introduced AI Center networking strategy addressing Scale Up/Out/Across domains with 800G Etherlink portfolio including 7800R AI Spine, 7060 AI Leaf, 7700R4 DES switches
• • Strategic emphasis on replacing proprietary AI interconnects (InfiniBand) with Ethernet-based open standards to gain market share in hyperscale AI environments
• • Workforce of ~5,115 full-time employees globally as of Dec 31, 2025; recognized by Forbes, Time, and Comparably for culture and leadership in 2025
• • Unique leadership note: one of few S&P 500 companies with both female CEO and CFO positions

Risk Factors

• • Economic exposure to foreign currency fluctuations risks reduced demand if U.S. dollar strengthens, despite revenue being primarily U.S. dollar-denominated
• • Interest rate risk causing $100 million unrealized loss on fixed income securities from 100 basis point increase in U.S. market interest rates as of Dec 31, 2025
• • Concentration of investments $10.7 billion in cash, equivalents and securities primarily in short-term U.S. debt instruments with no hedging strategy
• • Operational cost exposure to currency fluctuations in U.S., Europe, and Asia operations potentially affecting expenses and cash flows

What are the latest ANET SEC filings in 2026?

Arista Networks (ANET) has filed a 10-K annual report on February 17, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on August 4, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did ANET file its most recent 10-K annual report?

Arista Networks (ANET) filed its most recent 10-K annual report on February 17, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view ANET 10-Q quarterly reports?

Arista Networks (ANET)'s most recent 10-Q quarterly report was filed on May 6, 2026. SignalX displays every ANET 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has ANET filed recently?

Arista Networks (ANET)'s most recent 8-K was filed on August 4, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find ANET insider trading activity (Form 4)?

SignalX aggregates every ANET Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does ANET file with the SEC?

Arista Networks (ANET) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new ANET filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Arista Networks (ANET).

What is ANET's SEC CIK number?

Arista Networks (ANET)'s SEC CIK (Central Index Key) number is 1596532. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1596532 to look up all ANET filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find ANET return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Arista Networks (ANET) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.