{"schema":"rootz.ai/filing-signals/v1","query":{"ticker":"ANET","limit":50},"count":50,"signals":[{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"ai_adoption","strength":100,"match_count":13,"context":"cantly decrease our sales to such customers or could lead to delays, reductions or cancellations of planned purchases of our products or services. In addition, an increased focus on the deployment of AI-enabled solutions by these customers has accelerated the need for advanced technology offerings, including some offerings from potential new market entrants. This prioritization of AI related infrastructure investmen","filed_date":"2026-02-17","accession":"0001596532-26-000013","full_text":"https://origin.rootz.global/static/filing/0001596532-26-000013.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"platform_shift","strength":100,"match_count":32,"context":"s plan and our ability to effectively manage our growth; our ability to expand our leadership position in the networking industry and to develop new products and expand our business into existing and new markets such as the artificial intelligence (\"AI\"), cloud, data center networking, routing, campus, software and services;  our ability to satisfy the requirements for networking solutions and to successful","filed_date":"2026-02-17","accession":"0001596532-26-000013","full_text":"https://origin.rootz.global/static/filing/0001596532-26-000013.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_concentration","strength":100,"match_count":6,"context":"lthcare, oil and gas, education, manufacturing and industrial sectors, among others. Two of our customers accounted for more than 10% of our sales for the year ended December 31, 2025. Sales to these two customers represented 26% and 16% of our total revenue for the year ended December 31, 2025, respectively. Sales and Marketing We market and sell our products through our direct sales force and in partnership with our channel","filed_date":"2026-02-17","accession":"0001596532-26-000013","full_text":"https://origin.rootz.global/static/filing/0001596532-26-000013.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"margin_pressure","strength":100,"match_count":13,"context":"gregated approach to the procurement of hardware and leverage their own proprietary software. The arrival of new market entrants and the rapid adoption of alternative technologies may create downward pricing pressure. Such shifts could result in lost sales and materially harm our operating results and financial condition. In the NDR market, our Arista NDR offerings compete with other network security vendors incl","filed_date":"2026-02-17","accession":"0001596532-26-000013","full_text":"https://origin.rootz.global/static/filing/0001596532-26-000013.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_factor","strength":100,"match_count":127,"context":"uncertainty and the market's fear of escalating trade tensions and related macroeconomic effects might cause our distributors and customers to place fewer orders for our products, which could have a material adverse effect on our business, liquidity, financial condition, and/or results of operations.  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We must also contin","filed_date":"2025-11-05","accession":"0001596532-25-000286","full_text":"https://origin.rootz.global/static/filing/0001596532-25-000286.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_concentration","strength":100,"match_count":5,"context":"l processing language to provide AI-assisted outcomes for network operations, security and observability.Historically, large purchases by a relatively limited number of customers have accounted for a significant portion of our revenue. For example, sales to our end customer Microsoft represented 20%, 18% and 16% of our total revenue for the years ended 2024, 2023 and 2022, respectively. And sales to our end customer Meta Platforms","filed_date":"2025-11-05","accession":"0001596532-25-000286","full_text":"https://origin.rootz.global/static/filing/0001596532-25-000286.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"margin_pressure","strength":100,"match_count":13,"context":"s. Gross margin, or gross profit as a percentage of revenue, has been and will continue to be affected by a variety of  20 [Table of Contents](#i9942593b48114becb859caf3093a0437_7) factors, including pricing pressure on our products and services due to competition, the mix of sales to large end customers who generally receive lower pricing, the mix of products sold, manufacturing-related costs, including costs as","filed_date":"2025-11-05","accession":"0001596532-25-000286","full_text":"https://origin.rootz.global/static/filing/0001596532-25-000286.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_factor","strength":100,"match_count":73,"context":"relating to other unresolved matters are probable or that the amount of any resulting loss is estimable, and believes these other matters are not likely, individually and in the aggregate, to have a material adverse effect on our financial position, results of operations or cash flows; however, litigation is subject to inherent uncertainties and our view of these matters may change in the future. Were an unfavorable ou","filed_date":"2025-11-05","accession":"0001596532-25-000286","full_text":"https://origin.rootz.global/static/filing/0001596532-25-000286.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"platform_shift","strength":100,"match_count":27,"context":"equent introductions of new products and services, and industry consolidation. We expect competition to intensify in the future as the market for cloud networking expands and existing competitors and new market entrants introduce new products or enhance existing products. Our future success is dependent upon our ability to continue to evolve and adapt to our rapidly changing environment. We must also contin","filed_date":"2025-08-06","accession":"0001596532-25-000216","full_text":"https://origin.rootz.global/static/filing/0001596532-25-000216.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_concentration","strength":100,"match_count":5,"context":"l processing language to provide AI-assisted outcomes for network operations, security and observability.Historically, large purchases by a relatively limited number of customers have accounted for a significant portion of our revenue. We have experienced unpredictability in the timing of orders from these large customers primarily due to the time it takes these customers to evaluate, test, qualify and accept our newer products, t","filed_date":"2025-08-06","accession":"0001596532-25-000216","full_text":"https://origin.rootz.global/static/filing/0001596532-25-000216.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"margin_pressure","strength":100,"match_count":13,"context":"ven by a corresponding increase in product and service revenues. Gross margin, or gross profit as a percentage of revenue, has been and will continue to be affected by a variety of factors, including pricing pressure on our products and services due to competition, the mix of sales to large end customers who generally receive lower pricing, the mix of products sold, manufacturing-related costs, including costs as","filed_date":"2025-08-06","accession":"0001596532-25-000216","full_text":"https://origin.rootz.global/static/filing/0001596532-25-000216.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_factor","strength":100,"match_count":60,"context":"relating to other unresolved matters are probable or that the amount of any resulting loss is estimable, and believes these other matters are not likely, individually and in the aggregate, to have a material adverse effect on our financial position, results of operations or cash flows; however, litigation is subject to inherent uncertainties and our view of these matters may change in the future. Were an unfavorable ou","filed_date":"2025-08-06","accession":"0001596532-25-000216","full_text":"https://origin.rootz.global/static/filing/0001596532-25-000216.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"platform_shift","strength":100,"match_count":27,"context":"equent introductions of new products and services, and industry consolidation. We expect competition to intensify in the future as the market for cloud networking expands and existing competitors and new market entrants introduce new products or enhance existing products. Our future success is dependent upon our ability to continue to evolve and adapt to our rapidly changing environment. We must also contin","filed_date":"2025-05-07","accession":"0001596532-25-000106","full_text":"https://origin.rootz.global/static/filing/0001596532-25-000106.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_concentration","strength":100,"match_count":5,"context":"l processing language to provide AI-assisted outcomes for network operations, security and observability.Historically, large purchases by a relatively limited number of customers have accounted for a significant portion of our revenue. 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Were an unfavorable ou","filed_date":"2025-05-07","accession":"0001596532-25-000106","full_text":"https://origin.rootz.global/static/filing/0001596532-25-000106.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_factor","strength":100,"match_count":15,"context":"they relate to our risk management, and based upon this assessment, we believe that, for the following reasons, any risks arising from such policies and practices are not reasonably likely to have a material adverse effect on us in the future:  |  |  |  |  Our annual bonus plan considers a multiple of performance factors and allows our Compensation Committee to review performance on a holistic basis minimizing risk rel","filed_date":"2025-04-16","accession":"0001193125-25-082860","full_text":"https://origin.rootz.global/static/filing/0001193125-25-082860.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"strategic_event","strength":100,"match_count":128,"context":"er Advisory Vote on Executive Compensation |  |  |  43 |  | | |  Executive Compensation Philosophy and Objectives |  |  |  43 |  | | |  Executive Compensation Program Components |  |  |  47 |  | | |  Named Executive Officer Employment Arrangements |  |  |  54 |  | | |  Fiscal 2024 Summary Compensation Table |  |  |  56 |  | | |  Outstanding Equity Awards at 2024 Fiscal Year-End |  |  |  57 |  | | |  Fiscal 2024 Grants o","filed_date":"2025-04-16","accession":"0001193125-25-082860","full_text":"https://origin.rootz.global/static/filing/0001193125-25-082860.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"ai_adoption","strength":100,"match_count":16,"context":"customers the Arista Autonomous Virtual Assist (\"AVATM\") which uses natural processing language to provide AI-assisted outcomes for network operations, security and observability. An overview of our AI enabled solutions is shown below: As a proud founding member, Arista is committed to leading the Ultra Ethernet Consortium (\"UEC\") to achieve scalable and efficient remote memory access, implemented with enhanced pac","filed_date":"2025-02-19","accession":"0001596532-25-000028","full_text":"https://origin.rootz.global/static/filing/0001596532-25-000028.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"platform_shift","strength":100,"match_count":31,"context":"; our business plan and our ability to effectively manage our growth; our ability to expand our leadership position in the networking industry and to develop new products and expand our business into new markets such as the AI Ethernet switching, campus workspace, enterprise data center and security markets;  our ability to satisfy the requirements for networking solutions and to successfully anticipate tec","filed_date":"2025-02-19","accession":"0001596532-25-000028","full_text":"https://origin.rootz.global/static/filing/0001596532-25-000028.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_concentration","strength":100,"match_count":5,"context":"o numerous risks and uncertainties. These risks include, but are not limited to, the following: Risks Related to Our Business and Industry large purchases by a limited number of customers represent a substantial portion of our revenue; adverse economic conditions, continuing uncertain economic conditions or reduced information technology and network infrastructure spending may adversely affect our business; some key components in","filed_date":"2025-02-19","accession":"0001596532-25-000028","full_text":"https://origin.rootz.global/static/filing/0001596532-25-000028.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"margin_pressure","strength":100,"match_count":13,"context":"ement of hardware and their proprietary software. The entrance of new competitors into our markets or the increased adoption of these new technology solutions or consumption models may cause downward pricing pressures, result in lost sales or otherwise have a material adverse effect on our business, prospects, financial condition and operating results. In the NDR market, our Arista NDR offerings compete with othe","filed_date":"2025-02-19","accession":"0001596532-25-000028","full_text":"https://origin.rootz.global/static/filing/0001596532-25-000028.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_factor","strength":100,"match_count":99,"context":"ce of new competitors into our markets or the increased adoption of these new technology solutions or consumption models may cause downward pricing pressures, result in lost sales or otherwise have a material adverse effect on our business, prospects, financial condition and operating results. In the NDR market, our Arista NDR offerings compete with other network security vendors including Cisco, Darktrace, and ExtraHop","filed_date":"2025-02-19","accession":"0001596532-25-000028","full_text":"https://origin.rootz.global/static/filing/0001596532-25-000028.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"platform_shift","strength":100,"match_count":27,"context":"ccur. We believe an increased focus on the deployment of AI enabled solutions by our large customers has accelerated the need for advanced technology offerings including some offerings from potential new market entrants. This prioritization of AI related infrastructure investment has at times come in conjunction with the announcement of various cost reduction measures, including optimization and increased e","filed_date":"2024-11-08","accession":"0001596532-24-000368","full_text":"https://origin.rootz.global/static/filing/0001596532-24-000368.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_concentration","strength":100,"match_count":5,"context":"luding media and entertainment, healthcare, oil and gas, education, manufacturing, industrial, and more. Historically, large purchases by a relatively limited number of customers have accounted for a significant portion of our revenue. We have experienced unpredictability in the timing of orders from these large customers primarily due to the time it takes these customers to evaluate, test, qualify and accept our newer products, t","filed_date":"2024-11-08","accession":"0001596532-24-000368","full_text":"https://origin.rootz.global/static/filing/0001596532-24-000368.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_factor","strength":100,"match_count":49,"context":"relating to other unresolved matters are probable or that the amount of any resulting loss is estimable, and believes these other matters are not likely, individually and in the aggregate, to have a material adverse effect on our financial position, results of operations or cash flows; however, litigation is subject to inherent uncertainties and our view of these matters may change in the future. Were an unfavorable ou","filed_date":"2024-11-08","accession":"0001596532-24-000368","full_text":"https://origin.rootz.global/static/filing/0001596532-24-000368.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"platform_shift","strength":100,"match_count":27,"context":"ccur. We believe an increased focus on the deployment of AI enabled solutions by our large customers has accelerated the need for advanced technology offerings including some offerings from potential new market entrants. 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We have experienced unpredictability in the timing of orders from these large customers primarily due to the time it takes these customers to evaluate, test, qualify and accept our newer products, t","filed_date":"2024-07-31","accession":"0001596532-24-000279","full_text":"https://origin.rootz.global/static/filing/0001596532-24-000279.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_factor","strength":100,"match_count":49,"context":"relating to other unresolved matters are probable or that the amount of any resulting loss is estimable, and believes these other matters are not likely, individually and in the aggregate, to have a material adverse effect on our financial position, results of operations or cash flows; however, litigation is subject to inherent uncertainties and our view of these matters may change in the future. Were an unfavorable ou","filed_date":"2024-07-31","accession":"0001596532-24-000279","full_text":"https://origin.rootz.global/static/filing/0001596532-24-000279.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"platform_shift","strength":100,"match_count":26,"context":"basis. In addition, an increased focus on the deployment of AI enabled solutions by these customers has accelerated the need for advanced technology offerings including some offerings from potential new market entrants. This prioritization of AI related infrastructure investment has come in conjunction with the announcement of various cost reduction measures, including optimization and increased efficiency","filed_date":"2024-05-08","accession":"0001596532-24-000173","full_text":"https://origin.rootz.global/static/filing/0001596532-24-000173.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_concentration","strength":100,"match_count":5,"context":"luding media and entertainment, healthcare, oil and gas, education, manufacturing, industrial, and more. Historically, large purchases by a relatively limited number of customers have accounted for a significant portion of our revenue. We have experienced unpredictability in the timing of orders from these large customers primarily due to the time it takes these customers to evaluate, test, qualify and accept our newer products, t","filed_date":"2024-05-08","accession":"0001596532-24-000173","full_text":"https://origin.rootz.global/static/filing/0001596532-24-000173.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_factor","strength":100,"match_count":48,"context":"relating to other unresolved matters are probable or that the amount of any resulting loss is estimable, and believes these other matters are not likely, individually and in the aggregate, to have a material adverse effect on our financial position, results of operations or cash flows; however, litigation is subject to inherent uncertainties and our view of these matters may change in the future. Were an unfavorable ou","filed_date":"2024-05-08","accession":"0001596532-24-000173","full_text":"https://origin.rootz.global/static/filing/0001596532-24-000173.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_factor","strength":100,"match_count":14,"context":"they relate to our risk management, and based upon this assessment, we believe that, for the following reasons, any risks arising from such policies and practices are not reasonably likely to have a material adverse effect on us in the future:  |  |  |  |  Our annual bonus plan considers a multiple of performance factors and allows our Compensation Committee to review performance on a holistic basis minimizing risk rel","filed_date":"2024-04-24","accession":"0001193125-24-110073","full_text":"https://origin.rootz.global/static/filing/0001193125-24-110073.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"strategic_event","strength":100,"match_count":124,"context":"annual meeting of stockholders Board Voting Recommendation: FOR the election of Kelly Battles, Kenneth Duda and Jayshree Ullal | | |  2 |  |  Proposal for your Vote: Page 34 Advisory vote to approve named executive officer compensation Board Voting Recommendation: FOR | | |  3 |  |  Proposal for your Vote: Page 35 Ratification of Ernst & Young LLP as our independent registered public accounting firm Board Voting Recomm","filed_date":"2024-04-24","accession":"0001193125-24-110073","full_text":"https://origin.rootz.global/static/filing/0001193125-24-110073.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"ai_adoption","strength":100,"match_count":14,"context":"ing products intended to provide a robust interconnect that seamlessly links GPUs, compute and storage to deliver fast job completion time for training and generative AI workloads. An overview of our AI enabled solutions is shown below: As a proud founding member, Arista is committed to leading the Ultra Ethernet Consortium (UEC) to achieve scalable and efficient remote memory access, implemented with enhanced packe","filed_date":"2024-02-13","accession":"0001596532-24-000043","full_text":"https://origin.rootz.global/static/filing/0001596532-24-000043.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"platform_shift","strength":100,"match_count":30,"context":"; our business plan and our ability to effectively manage our growth; our ability to expand our leadership position in the networking industry and to develop new products and expand our business into new markets such as the AI Ethernet switching, campus workspace, enterprise data center and security markets;  our ability to satisfy the requirements for networking solutions and to successfully anticipate tec","filed_date":"2024-02-13","accession":"0001596532-24-000043","full_text":"https://origin.rootz.global/static/filing/0001596532-24-000043.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_concentration","strength":100,"match_count":5,"context":"o numerous risks and uncertainties. These risks include, but are not limited to, the following: Risks Related to Our Business and Industry large purchases by a limited number of customers represent a substantial portion of our revenue; adverse economic conditions, continuing uncertain economic conditions or reduced information technology and network infrastructure spending may adversely affect our business; some key components in","filed_date":"2024-02-13","accession":"0001596532-24-000043","full_text":"https://origin.rootz.global/static/filing/0001596532-24-000043.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"margin_pressure","strength":100,"match_count":13,"context":"in material and logistics costs to mitigate supply chain constraints and to meet customer demand, as well as an increase in provisions for excess/obsolete finished goods and component inventory. 59  Gross margin decreased from 63.8% for the year ended December 31, 2021 to 61.1% for the year ended December 31, 2022. The decrease was primarily driven by an increased proportion of our sales to larger customers who genera","filed_date":"2024-02-13","accession":"0001596532-24-000043","full_text":"https://origin.rootz.global/static/filing/0001596532-24-000043.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_factor","strength":100,"match_count":98,"context":"ce of new competitors into our markets or the increased adoption of these new technology solutions or consumption models may cause downward pricing pressures, result in lost sales or otherwise have a material adverse effect on our business, prospects, financial condition and operating results.  10  [Table](#ic034a470397a417699a027ca8e2873b3_7)[of](#ic034a470397a417699a027ca8e2873b3_7)[Contents](#ic034a470397a417699a027c","filed_date":"2024-02-13","accession":"0001596532-24-000043","full_text":"https://origin.rootz.global/static/filing/0001596532-24-000043.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"platform_shift","strength":100,"match_count":24,"context":"equent introductions of new products and services, and industry consolidation. We expect competition to intensify in the future as the market for cloud networking expands and existing competitors and new market entrants introduce new products or enhance existing products. Our future success is dependent upon our ability to continue to evolve and adapt to our rapidly changing environment. We must also contin","filed_date":"2023-10-31","accession":"0001596532-23-000274","full_text":"https://origin.rootz.global/static/filing/0001596532-23-000274.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_concentration","strength":100,"match_count":5,"context":"and entertainment companies, telecommunication service providers and other cloud service providers. Historically, large purchases by a relatively limited number of end customers have accounted for a significant portion of our revenue. We have experienced unpredictability in the timing of orders from these large end customers primarily due to the time it takes these end customers to evaluate, test, qualify and accept our newer pro","filed_date":"2023-10-31","accession":"0001596532-23-000274","full_text":"https://origin.rootz.global/static/filing/0001596532-23-000274.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_factor","strength":100,"match_count":47,"context":"relating to other unresolved matters are probable or that the amount of any resulting loss is estimable, and believes these other matters are not likely, individually and in the aggregate, to have a material adverse effect on our financial position, results of operations or cash flows; however, litigation is subject to inherent uncertainties and our view of these matters may change in the future. Were an unfavorable ou","filed_date":"2023-10-31","accession":"0001596532-23-000274","full_text":"https://origin.rootz.global/static/filing/0001596532-23-000274.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"platform_shift","strength":100,"match_count":24,"context":"equent introductions of new products and services, and industry consolidation. We expect competition to intensify in the future as the market for cloud networking expands and existing competitors and new market entrants introduce new products or enhance existing products. Our future success is dependent upon our ability to continue to evolve and adapt to our rapidly changing environment. We must also contin","filed_date":"2023-08-01","accession":"0001596532-23-000197","full_text":"https://origin.rootz.global/static/filing/0001596532-23-000197.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_concentration","strength":100,"match_count":5,"context":"and entertainment companies, telecommunication service providers and other cloud service providers. Historically, large purchases by a relatively limited number of end customers have accounted for a significant portion of our revenue. We have experienced unpredictability in the timing of orders from these large end customers primarily due to the time it takes these end customers to evaluate, test, qualify and accept our newer pro","filed_date":"2023-08-01","accession":"0001596532-23-000197","full_text":"https://origin.rootz.global/static/filing/0001596532-23-000197.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"margin_pressure","strength":100,"match_count":12,"context":"ry charges, including charges for excess/obsolete component inventory held by our contract manufacturers. We expect our gross margin to fluctuate over time, depending on the factors described above.  Gross margin decreased from 61.2% to 60.6% for the three months ended June30, 2023, and decreased from 62.1% to 60.1% for the six months ended June 30, 2023, compared to the same periods in 2022. These decreases were prima","filed_date":"2023-08-01","accession":"0001596532-23-000197","full_text":"https://origin.rootz.global/static/filing/0001596532-23-000197.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_factor","strength":100,"match_count":47,"context":"relating to other unresolved matters are probable or that the amount of any resulting loss is estimable, and believes these other matters are not likely, individually and in the aggregate, to have a material adverse effect on our financial position, results of operations or cash flows; however, litigation is subject to inherent uncertainties and our view of these matters may change in the future. Were an unfavorable ou","filed_date":"2023-08-01","accession":"0001596532-23-000197","full_text":"https://origin.rootz.global/static/filing/0001596532-23-000197.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"platform_shift","strength":100,"match_count":24,"context":"equent introductions of new products and services, and industry consolidation. We expect competition to intensify in the future as the market for cloud networking expands and existing competitors and new market entrants introduce new products or enhance existing products. Our future success is dependent upon our ability to continue to evolve and adapt to our rapidly changing environment. We must also contin","filed_date":"2023-05-02","accession":"0001596532-23-000104","full_text":"https://origin.rootz.global/static/filing/0001596532-23-000104.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"risk_concentration","strength":100,"match_count":5,"context":"and entertainment companies, telecommunication service providers and other cloud service providers. Historically, large purchases by a relatively limited number of end customers have accounted for a significant portion of our revenue. We have experienced unpredictability in the timing of orders from these large end customers primarily due to the time it takes these end customers to evaluate, test, qualify and accept our newer pro","filed_date":"2023-05-02","accession":"0001596532-23-000104","full_text":"https://origin.rootz.global/static/filing/0001596532-23-000104.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"ANET","company":"Arista Networks, Inc.","exchange":"NYSE","sector":"Computer Communications Equipment","signal_type":"margin_pressure","strength":100,"match_count":12,"context":"ry charges, including charges for excess/obsolete component inventory held by our contract manufacturers. We expect our gross margin to fluctuate over time, depending on the factors described above.  Gross margin decreased from 63.1% to 59.5% for the three months ended March31, 2023 compared to the same periods in 2022. The decrease was primarily driven by an increased proportion of our sales to large end customers who","filed_date":"2023-05-02","accession":"0001596532-23-000104","full_text":"https://origin.rootz.global/static/filing/0001596532-23-000104.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."}],"origin":{"leaf":"658ae8c750a0ed6f82466a496f0d2a8abbf1b5952c5d32f9a902b74fd2492a92","formula":"v2: sha256( sha256(content) || parent || source_accession )","content_sha256":"5a37b2939a3a617127a45a9ef3ea308795246d45c3a457e33e4f1d5d55a68197","parent":null,"source":"signal_search","chain":"sec.gov/EDGAR (retrieved over TLS, accession recorded) > origin.rootz.global extraction > this response","registry":"origin.rootz.global","verify":"Recompute it: sha256(sha256(<this response body minus the origin block>) || parent || source_accession). Deterministic — the same record yields the same leaf every time. 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