ANET · Q1 FY26 · Mar 31, 2026
Arista Networks Q1 FY26: where the revenue came from and where it went
Arista Networks Q1 FY26: revenue $2.7B (+35% year over year). Net profit $1B. Largest cohort Americas $2.3B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Mar 31, 2026
- Reported
- May 6, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$2.7B
+35% year over year
Gross profit$1.7B
62% margin
Operating profit$1.2B
43% margin
Net profit$1B
38% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 2.7 | 100% | +35% |
| Americas | 2.3 | 85% | +43% |
| EMEA | 0.2 | 7% | +35% |
| Asia Pacific | 0.2 | 7% | −21% |
| Cost of revenue | −1 | 37% | |
| Gross profit | 1.7 | 62% margin | −2pp |
| Research & development | −0.3 | 13% | −1pp |
| Sales & marketing | −0.1 | 5% | −1pp |
| G&A | −0 | 1% | +0pp |
| Operating profit | 1.2 | 43% margin | +0pp |
| Tax | −0.3 | ||
| Net profit | 1 | 38% | −3pp |
Older quarters
-
Q4 FY25 12/2025Revenue $2.5B Net margin -103%
-
Q3 FY25 9/2025Revenue $2.3B Net margin 37%
-
Q2 FY25 6/2025Revenue $2.2B Net margin 40%
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