— Fundamental Stock Analysis and Report Card
Located in Santa Clara, CA, US. Arista Networks, Inc. is a leading global technology firm that designs, promotes, and distributes innovative cloud networking solutions across the Americas, Europe, the Middle East, Africa, and Asia-Pacific regions. Its comprehensive product portfolio features advanced extensible operating systems, a collection of powerful network applications, and high-performance gigabit Ethernet switching and routing hardware. The company also offers robust post-contract customer support, which includes technical assistance, hardware repairs, parts replacement beyond standard warranty, and critical bug fixes, patches, and upgrades. Arista serves a diverse clientele, encompassing major internet companies, telecommunication providers, financial services organizations, government agencies, and entities in the media and entertainment sectors. Its sales strategy involves multiple channels, utilizing distributors, system integrators, value-added resellers, original equipment manufacturer partners, and a dedicated direct sales force. Established in 2004 as Arastra, Inc., the company adopted the name Arista Networks, Inc. in October 2008 and is headquartered in Santa Clara, California.
Revenue, earnings and profitability.
Strong revenue growth and earnings can attract investors, driving the stock price up. Profitability indicates the company's efficiency and sustainability, which impacts investor confidence. Poor performance in these areas can lead to a decrease in stock price.
Revenue History
Earnings History
Margins
Income & Cash Flow analysis.
An income statement shows what a company earned and spent over a period — revenue at the top, costs and expenses in between, and net income at the bottom. A cash flow statement tracks the actual cash moving in and out, across operations, investing, and financing. Read together, they show whether reported earnings are backed by real cash.
Q1 2026 Total ($) | Q1 2026 Margin (%) | |
|---|---|---|
| Revenue | 2.7b +704.2m +35.1% | |
| Gross Income | 1.7b +400.7m +31.4% | 62% -1.8pp -2.8% |
| EBITDA | 1.3b +325.9m +33.6% | 48% -0.5pp -1.1% |
| Operating Income | 1.2b +299.0m +34.8% | 43% -0.1pp -0.2% |
| Net Income | 1.0b +209.1m +25.7% | 38% -2.8pp -7.0% |
| Earnings Per Share | 0.81 +0.2 +24.6% | |
| Operating Cash Flow | 1.7b +1.1b +163.9% | 63% +30.5pp +95.3% |
| Free Cash Flow | 1.6b +1.0b +167.2% | 61% +29.9pp +97.8% |
| Research & Development | 343.7m +77.3m +29.0% | 13% -0.6pp -4.5% |