Short answer
Arista Networks (ANET) filed an 8-K current report with the SEC on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Q2 2026 results for quarter ended June 30, 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
- Q2 2026 results for quarter ended June 30, 2026
- Press release issued August 4, 2026
- Exhibit 99.1 contains the complete financial results and management commentary
Item EX-99.1 · Exhibit EX-99.1
- Q2 revenue $3.036B, up 37.7% YoY, marking Arista’s first $3B-plus quarter
- Non-GAAP diluted EPS $1.02, up 39.7% YoY, with operating margin reaching 49.9%
- GAAP gross margin declined to 62.9% from 65.2%, highlighting product-mix and cost pressure despite strong growth
- Q3 guidance: revenue approximately $3.3B, non-GAAP operating margin 48%-49%, EPS $1.06-$1.08
- AI networking expansion: 1.6 Tbps platforms offering up to 100 Tbps bandwidth and approximately 60% lower interconnect power consumption
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