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Arista Networks Product Revenue Surges 28.8% Driven by AI Infrastructure Demand

ANET10-KFiling Date: 2/17/2026
Arista Networks, Inc.
Description

What this story covers

Arista Networks' 2025 10-K reveals explosive 28.8% product revenue growth fueled by AI and cloud titans. Despite high customer concentration and intense competition, Arista’s $10.7 billion cash reserve and EOS innovation position it as a leader in AI networking.

Story snapshot

CompanyArista Networks, Inc.
TickerANET
VariantStandard detailed
Duration12:18
Filing type10-K
PeriodAnnual 2025
IndustryTechnology
Accession0001596532-26-000013
Sources1

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Primary Sources

sec_filing10-KView on SEC.gov →

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