$ANETArista Networks, Inc. · Networking & optics
Arista Networks (ANET) Next Earnings Date & AI Catalysts
High-speed Ethernet switches for cloud and AI back-end networks.
NEXT EARNINGS
Not yet on our calendar
We add dates once a source publishes them.
Profile
Industry (SEC SIC)
Computer Communications Equipment
Computer Communications Equipment
AI angle
Arista sells data-center switching to the largest cloud and AI operators. AI clusters need high-bandwidth networks, making Arista a direct beneficiary of GPU deployments that scale on Ethernet.
Key metrics
Revenue (latest quarter) $3.66B
10-Q period ended 2026-09-30; +58% y/y · SEC filing
Gross margin 63.6%
Gross profit / revenue, same quarter · SEC filing
Operating income $1.64B
Same quarter; 45% operating margin · SEC filing
Key risks (from filings)
- “If we are unable to attract new large customers or to sell additional products and services in the AI Ethernet, Campus Workspace and Network Security Markets, to our existing customers, our…” — 10-K risk factor (filed 2026-02-17) · source
- “Enhanced U.S. trade restrictions affecting China and other countries, including export controls, import regulations, and foreign investment regulations, as well as countermeasures taken by…” — 10-K risk factor (filed 2026-02-17) · source
Upcoming catalysts for $ANET
No upcoming catalysts tracked yet.
Recent catalysts
Tue, Nov 3, 2026
Nov
3
Arista Networks, Inc. reports quarterly results
AI back-end networking demand from hyperscalers. Revenue: $3.66B (+58% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Upcoming earnings
Recap of $ANET's next earnings date — same expected / confirmed labeling as above.
No upcoming earnings date on our calendar yet.