Other

Contract with Customer, Liability

Arista Networks Contract with Customer, Liability increased by 15.4% to $6.20B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 100.7%, from $3.09B to $6.20B. Over 5 years (FY 2020 to FY 2025), Contract with Customer, Liability shows an upward trend with a 52.5% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryGrowth
SignalContext dependent
VolatilityModerate
First reportedQ4 2017
Last reportedQ1 2026May 6, 2026

How to read this metric

An increase indicates higher deferred revenue and future service obligations, while a decrease suggests revenue is being recognized faster than new prepayments are received.

Detailed definition

This represents the obligation to transfer services to a customer for which the entity has received consideration or for...

Peer comparison

Similar to deferred revenue or contract liabilities reported by other asset management and financial services companies.

Metric ID: other_contract_with_customer_liability

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$746.09M$800.44M$929.31M$1.12B$1.03B$941.04M$1.04B$1.09B$1.08B$1.19B$1.51B$1.66B$2.12B$2.51B$2.79B$3.09B$4.06B$4.69B$5.37B$6.20B
QoQ Change+7.3%+16.1%+20.9%-8.0%-8.9%+10.6%+4.9%-0.7%+10.1%+26.1%+10.4%+27.4%+18.3%+11.3%+10.7%+31.5%+15.4%+14.6%+15.4%
YoY Change+38.5%+17.6%+12.0%-2.8%+5.0%+27.0%+44.7%+52.3%+95.3%+109.9%+85.3%+85.7%+91.7%+86.9%+92.5%+100.7%
Range$746.09M$6.20B
CAGR+56.2%
Avg YoY Growth+58.9%
Median YoY Growth+68.8%
Current Streak11 quarters growth

Frequently Asked Questions

What is Arista Networks's contract with customer, liability?
Arista Networks (ANET) reported contract with customer, liability of $6.20B in Q1 2026.
How has Arista Networks's contract with customer, liability changed year-over-year?
Arista Networks's contract with customer, liability increased by 100.7% year-over-year, from $3.09B to $6.20B.
What is the long-term trend for Arista Networks's contract with customer, liability?
Over 5 years (2020 to 2025), Arista Networks's contract with customer, liability has grown at a 52.5% compound annual growth rate (CAGR), from $650.83M to $5.37B.
What does contract with customer, liability mean?
The value of services owed to customers for which payment has already been received.