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Arista Networks ANET Deferred Revenue

Deferred Revenue at other companies

Cisco Systems, Inc. logo
Cisco Systems, Inc.CSCO
$16.45B+2.3%
Extreme Networks logo
Extreme NetworksEXTR
$312.52M+12.9%
Netgear logo
NetgearNTGR
$25.46M-11.9%
Hewlett Packard Enterprise logo
Hewlett Packard EnterpriseHPE
$5.62B+34.7%
Ciena logo
CienaCIEN
$238.38M+7.5%
Coherent logo
CoherentCOHR

Other financials

Income statement

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Revenue$3.0B+37.7%
Gross profit$1.9B+32.8%
Operating income$1.4B+39.7%
Net income$1.2B+36.5%
EPS (diluted)$0.95+35.7%

Balance sheet

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Cash & equivalents$2.3B+2.9%
Total debt$59.6M-9.0%
Total equity$14.8B+35.7%
Total assets$23.7B+43.5%

Cash flow

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Operating cash flow$1.1B-9.8%
CapEx$29.7M+23.8%
Free cash flow$1.1B-10.4%

Valuation

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Market cap$242.56B+39.2%
P/E60×+6.4×
P/S23×+1.1×

Profitability

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Gross margin63%-1.2pp
Operating margin43.1%0.0pp
Net margin38.4%-2.5pp
FCF margin48.9%-1.1pp

Returns & leverage

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Return on equity31.5%-2.2pp
Debt / equity0.0×
Current ratio-0.4×

Where this comes from

Reported directly by Arista Networks in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The source filing: Arista Networks’s 10-Q, filed August 5, 2026. Open the filing →

Filed
Aug 4, 2026, 8:00 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001596532-26-000175

FAQ

What is Arista Networks's deferred revenue?
Arista Networks (ANET) reported deferred revenue of $5.1B in Q2 2026.
How has Arista Networks's deferred revenue changed year-over-year?
Arista Networks's deferred revenue increased by 83.0% year-over-year, from $2.79B to $5.1B.
What is the long-term trend for Arista Networks's deferred revenue?
Over 5 years (2020 to 2025), Arista Networks's deferred revenue has grown at a 43.8% compound annual growth rate (CAGR), from $650.83M to $4B.
What does deferred revenue mean?
Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

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