Other
Change in Deferred Revenue
Arista Networks Change in Deferred Revenue increased by 20.4% to $826.20M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 177.8%, from $297.40M to $826.20M. Over 3 years (FY 2021 to FY 2025), Change in Deferred Revenue shows an upward trend with a 106.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementIncome Statement
SectionOther
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ1 2013
Last reportedQ1 2026May 6, 2026
How to read this metric
An increase is generally positive, signaling strong future revenue visibility and customer commitment.
Detailed definition
Measures the net change in payments received from customers for goods or services that have not yet been delivered or ea...
Peer comparison
Highly relevant for subscription or long-cycle businesses; compared against peers with similar revenue models.
Metric ID:
anet_change_in_deferred_revenueHistorical Data
19 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '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 | $26.06M | $54.35M | $128.87M | $187.19M | -$92.45M | $100.20M | $51.03M | $0.00 | $109.85M | $311.50M | $157.00M | $455.60M | $388.50M | $284.10M | $297.40M | $844.00M | $624.30M | $686.30M | $826.20M |
| QoQ Change | — | +108.6% | +137.1% | +45.3% | -149.4% | +208.4% | -49.1% | -100.0% | — | +183.6% | -49.6% | +190.2% | -14.7% | -26.9% | +4.7% | +183.8% | -26.0% | +9.9% | +20.4% |
| YoY Change | — | — | — | — | -270.1% | -22.2% | -72.7% | — | +218.8% | +210.9% | +207.7% | — | +253.7% | -8.8% | +89.4% | +85.3% | +60.7% | +141.6% | +177.8% |
Range-$92.45M – $844.00M
CAGR+115.6%
Avg YoY Growth+82.5%
Median YoY Growth+89.4%
Current Streak2 quarters growth
Change in Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Arista Networks's change in deferred revenue?
- Arista Networks (ANET) reported change in deferred revenue of $826.20M in Q1 2026.
- How has Arista Networks's change in deferred revenue changed year-over-year?
- Arista Networks's change in deferred revenue increased by 177.8% year-over-year, from $297.40M to $826.20M.
- What is the long-term trend for Arista Networks's change in deferred revenue?
- Over 3 years (2021 to 2025), Arista Networks's change in deferred revenue has grown at a 106.5% compound annual growth rate (CAGR), from $278.49M to $2.45B.
- What does change in deferred revenue mean?
- The change in payments received for work not yet completed.