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.
An increase indicates higher deferred revenue and future service obligations, while a decrease suggests revenue is being recognized faster than new prepayments are received.
This represents the obligation to transfer services to a customer for which the entity has received consideration or for...
Similar to deferred revenue or contract liabilities reported by other asset management and financial services companies.
other_contract_with_customer_liability| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '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% |