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Arista Networks ANET Contract With Customer Liability Revenue Recognized

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Arista Networks logo
Arista NetworksANET
$1.04B+207%
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$20.22M+67.4%

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$248.45B+42.5%
P/E61.4×+7.8×
P/S23.6×+1.6×

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:ContractWithCustomerLiabilityRevenueRecognized.

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 contract with customer liability revenue recognized?
Arista Networks (ANET) reported contract with customer liability revenue recognized of $1.04B in Q2 2026.
How has Arista Networks's contract with customer liability revenue recognized changed year-over-year?
Arista Networks's contract with customer liability revenue recognized increased by 207.1% year-over-year, from $337.4M to $1.04B.
What does contract with customer liability revenue recognized mean?
Contract With Customer Liability Revenue Recognized as reported by Arista Networks.

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