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Arista Networks ANET Revenue Related to Remaining Performance Obligations

Revenue Related to Remaining Performance Obligations at other companies

Arista Networks logo
Arista NetworksANET
$8.4B
Travel + Leisure logo
Travel + LeisureTNL
$53M-3.6%
Chesapeake Utilities Corporation logo
Chesapeake Utilities CorporationCPK
$121.3M-12.5%
Travel + Leisure logo
Travel + LeisureTNL
$54M-6.9%
MML
Martin Midstream PartnersMMLP
$71.23M+14.6%
Travel + Leisure logo
Travel + LeisureTNL
$1M0.0%

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$241.55B+39.6%
P/E59.7×+6.5×
P/S22.9×+1.2×

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 anet:RevenueRemainingPerformanceObligationIncludingContractLiabilitiesDeferredRevenueAndOtherPerformanceObligationsAmount.

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

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

Total revenue from our contract liabilities, deferred revenue and other performance obligations that is expected to be recognized in future periods amounts to $8.4 billion as of June 30, 2026. Approximately 91% of this future revenue is expected to be recognized over the next two years and the remaining 9% is expected to be recognized during the third to the fifth year.

Item 1. Financial Statements (Unaudited)

FAQ

What is Arista Networks's revenue related to remaining performance obligations?
Arista Networks (ANET) reported revenue related to remaining performance obligations of $8.4B in Q2 2026.
What does revenue related to remaining performance obligations mean?
The portion of revenue expected to be recognized from remaining performance obligations under customer contracts.

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