Arista Networks — 供應鏈與商業關係

• Delivered 40% growth in non-GAAP EPS year-over-year as the company achieved its first $3+ billion revenue quarter. • Recognized on the 2026 Fortune 500 list of the largest United States corporations by revenue and named a Leader in the 2026 Gartner® Magic Quadrant™ for Enterprise Wired and Wireless LAN.

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• Introduced 1.6 Tbps AI fabric platforms, including liquid-cooled options optimized for scale-up, scale-out, and scale-across networks. SANTA CLARA, Calif. - August 4, 2026 -- Arista Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments, today announced financial results for its second quarter ended June 30, 2026. “As we deliver our first $3 billion quarter in Q2 2026, it is clear that our Arista 2.0 platform strategy is compelling,” stated Jayshree Ullal, Chairperson and CEO of Arista Networks. “Customers see networking as the central nervous system for infrastructure from the client to campus to data and AI centers.” Second Quarter Financial Highlights

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• Revenue of $2.709 billion in Q1 2026, representing 35.1% year-over-year growth, with a robust cash flow from operations of $1.69 billion • Announced the XPO MSA, designed to reduce networking racks by up to 75% and save up to 44% of floor space compared to traditional pluggable optics

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• Received a 2026 net promoter score of 89, indicating that 94% of customers are strongly positive about the company SANTA CLARA, Calif.- May 5, 2026 -- Arista Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments, today announced financial results for its first quarter ended March 31, 2026. First Quarter Financial Highlights "Arista is off to a strong start in Q1 2026, with both our results and our industry-leading net promoter score," said Jayshree Ullal, Chairperson and CEO of Arista Networks. “We are uniquely positioned to deliver the mission-critical confluence of secure client-to-campus-to-cloud and AI networking.” • Revenue of $2.709 billion, an increase of 8.9% compared to the fourth quarter of 2025, and an increase of 35.1% from the first quarter of 2025.

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SANTA CLARA, Calif.- February 12, 2026 -- Arista Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments, today announced financial results for its fourth quarter and the full year ended December 31, 2025.

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“2025 was the year of validation of our Arista 2.0 momentum, as we hit the milestone of shipping a cumulative of 150 million ports,” stated Jayshree Ullal, Chairperson and CEO of Arista Networks. "We exceeded both our AI networking and campus expansion goals, delivering profitable growth and revenue of $9 billion." Fourth Quarter Financial Highlights • Revenue of $2.488 billion, an increase of 7.8% compared to the third quarter of 2025, and an increase of 28.9% from the fourth quarter of 2024. • GAAP gross margin of 62.9%, compared to GAAP gross margin of 64.6% in the third quarter of 2025 and 63.8% in the fourth quarter of 2024. • Non-GAAP gross margin of 63.4%, compared to non-GAAP gross margin of 65.2% in the third quarter of 2025 and 64.2% in the fourth quarter of 2024.

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SANTA CLARA, Calif.- November 4, 2025 -- Arista Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments, today announced financial results for its third quarter ended September 30, 2025.

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Third Quarter Financial Highlights "Our centers of data strategy is resonating well across customers and analysts because it delivers a superior client to campus to cloud/data and AI centers experience," said Jayshree Ullal, Chairperson and CEO of Arista Networks. “After yet another strong performance in Q3 2025, Arista is well-positioned as a strategic networking provider with continued durable execution.” • Revenue of $2.308 billion, an increase of 4.7% compared to the second quarter of 2025, and an increase of 27.5% from the third quarter of 2024. • GAAP gross margin of 64.6%, compared to GAAP gross margin of 65.2% in the second quarter of 2025 and 64.2% in the third quarter of 2024. • Non-GAAP gross margin of 65.2%, compared to non-GAAP gross margin of 65.6% in the second quarter of 2025 and 64.6% in the third quarter of 2024.

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SANTA CLARA, Calif.- August 5, 2025 -- Arista Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments, today announced financial results for its second quarter ended June 30, 2025.

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Second Quarter Financial Highlights "Arista is well-positioned in data-driven AI networking, from client to cloud," said Jayshree Ullal, Chairperson and CEO of Arista Networks. “Our customers are decisively standardizing on our best of breed platform to bring transformational innovation and impact to their technology endeavors.” • Revenue of $2.205 billion, an increase of 10.0% compared to the first quarter of 2025, and an increase of 30.4% from the second quarter of 2024. • GAAP gross margin of 65.2%, compared to GAAP gross margin of 63.7% in the first quarter of 2025 and 64.9% in the second quarter of 2024. • Non-GAAP gross margin of 65.6%, compared to non-GAAP gross margin of 64.1% in the first quarter of 2025 and 65.4% in the second quarter of 2024.

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