Short answer
Arista Networks (ANET) filed an 8-K current report with the SEC on May 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Q1 2026 results announced for quarter ended March 31, 2026.
Arista Networks 8-K event analysis
AI summary of each reported item and its exhibits
Item 2.02 · Results of Operations and Financial Condition
- Q1 2026 results announced for quarter ended March 31, 2026
- Full financial results and management commentary contained in Exhibit 99.1
- Filing provides earnings disclosure under Item 2.02, potentially market-moving for shareholders
Item EX-99.1 · Exhibit EX-99.1
- Q1 2026 revenue $2.709B, up 35.1% YoY and 8.9% sequentially, signaling strong AI and data-center demand
- Non-GAAP EPS $0.87 versus $0.66, while operating margin held at 47.8% despite rapid growth
- Operating cash flow $1.6935B, with cash and marketable securities totaling $12.3532B at March 31
- Q2 2026 guidance: revenue approximately $2.8B, non-GAAP operating margin 46–47%, and diluted EPS approximately $0.88
- XPO optics targets up to 75% fewer networking racks and 44% less floor space, supporting AI infrastructure differentiation
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