Arista Networks
Arista Networks is classed by the SEC under Computer Communications Equipment (industry code 3576), based in Santa Clara, CA. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $9.0 billion and a profit of $3.5 billion (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a product business: prior from its industry code (SEC 3576, Computer Communications Equipment); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 7.3 out of ten, 9 of 9 metrics filed: past 7.6 out of ten, present 7.4 out of ten, future 6.9 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 8.0 out of ten. No warning events in its filings since 2017. 80th percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 8.5 out of ten. +26% a year over 10 filed years; profitable in 10 of 10. 85th percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 5.0 out of ten. Share count grew 0.3% a year. 21% of cash flow returned. Insiders: 589 sales, 0 purchases. 50th percentile among 9 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 6.4 out of ten. ROE 28%: 28¢ of profit per shareholder dollar. Leverage 36%: owes 36¢ per asset dollar. 64th percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 8.8 out of ten. top 12% of 15 in its family; net margin 39%. 88th percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 7.5 out of ten. top 25% of 8 in its family for leadership; chief executive since 2014. 75th percentile among 8 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 5.9 out of ten. top 41% of 15 in its family for room to expand. 59th percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 9.1 out of ten. top 9% of 14 in its family for growth drivers. 91st percentile among 14 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 5.4 out of ten. top 46% of 15 in its family for expectations against reality. 54th percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-17 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-05 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-04 (on EDGAR). Newest filing: Form 144, 2026-10-09. Filings on record since 2014. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Product 84%, Service 16%. By geography: Americas 79%, Europe, Middle East and Africa 12%, Asia Pacific 9%. As tagged in its annual report (Form 10-K, filed 2026-02-17).
Who runs it
Ullal, Jayshree (CEO and Chairperson); Breithaupt, Chantelle Yvette (Senior Vice President, CFO); Duda, Kenneth (President and CTO); Nightingale, Todd (President and COO); Bechtolsheim, Andreas (Chief Development Officer); Templeton, Mark B (director); Battles, Kelly Bodnar (director); Chew, Lewis (director); Giancarlo, Charles H (director); Lavender, Robert G (director); and 2 more. 12 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-09.
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