{"schema":"rootz.ai/filing-signals/v1","query":{"ticker":"ANET","limit":50},"count":21,"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.  Adverse economic conditions, continuing uncertain economic conditions or reduced information technology and network inf","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":28,"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":"2025-11-05","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":"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":72,"match_count":9,"context":"basis. In addition, we typically provide pricing discounts to large customers, which reduces gross margins for the period in which such sales occur. 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 and acceleration of AI related inf","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":40,"match_count":5,"context":"our products assertions by third parties of intellectual property rights infringement, misappropriation or other violations failure or inability to protect or assert our intellectual property rights cybersecurity incidents and breaches of our cybersecurity systems, or other security or privacy breaches or incidents failure to detect cybersecurity incidents failure to comply with government law and reg","filed_date":"2026-02-12","accession":"0001596532-26-000010","full_text":"https://origin.rootz.global/static/filing/0001596532-26-000010.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":29,"match_count":3,"context":"artner positioned Arista Networks as the vendor with the highest Ability to Execute in the Magic Quadrant for Data Center Switching. Arista Networks Expanded its Executive Ranks  Todd Nightingale was appointed President and Chief Operating Officer, Kenneth Duda was promoted to President and Chief Technology Officer, and Tyson Lamoreaux was appointed Senior Vice President of Cloud and AI Networking. Financial Outlook  For the first quarter of 2","filed_date":"2026-02-12","accession":"0001596532-26-000010","full_text":"https://origin.rootz.global/static/filing/0001596532-26-000010.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":"backlog_growth","strength":18,"match_count":1,"context":"ed transactions.  Public cloud titans and, more recently, AI Neocloud providers have been at the forefront of this evolution, pioneering the development of large-scale data and AI centers to meet the growing demands of their users, including business customers. These networks have become the benchmark for superior performance and efficiency of IT infrastructure at the lowest unit cost. Enterprises and service p","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":"ai_adoption","strength":16,"match_count":2,"context":"ed Executive Officers other than our Chief Executive Officer. Ms.Brennan did not receive any equity awards in 2024 due to her retirement. To promote retention, the awards vest in equal quarterly installments over a period of approximately 4 years from the date of grant, with the first vesting day occurring February 2025, except as described below.  The numbers of shares of our common stock covered by","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":"platform_shift","strength":16,"match_count":2,"context":"t forth above regarding the funding of the overall bonus pool; (B)achievement against additional objectives related to the future growth of our business, including ability to diversify and deliver in new markets; (C)consistent execution on product quality, innovation and support; and (D)overall individual performance. The 2024 Bonus Plan provided for a single annual payout to each participant following the","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":"risk_concentration","strength":13,"match_count":1,"context":"ch as enhanced export controls the U.S. has adopted targeting trade with China, as well as countermeasures taken by affected countries large purchases by a limited number of customers who represent a substantial portion of our revenue adverse economic conditions, continuing uncertain economic conditions or reduced information technology and network infrastructure spending the impact of sole or limited sources of supply, supply sho","filed_date":"2026-02-12","accession":"0001596532-26-000010","full_text":"https://origin.rootz.global/static/filing/0001596532-26-000010.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":"restructuring","strength":8,"match_count":1,"context":"d is recorded as goodwill. The results of operations of the acquired businesses are included in our consolidated financial statements from the date of acquisition. Acquisition-related transaction and restructuring costs are expensed as incurred. During the measurement period, which is not to exceed one year from the acquisition date, we may record adjustments to the acquired assets and liabilities assumed, with a co","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":8,"match_count":1,"context":"iability in our gross margins variations in our results of operations the rapid evolution of the networking market failure to successfully carry out new products and service offerings and expand into adjacent markets intense competition and industry consolidation expansion of our international sales and operations investments in or acquisitions of other businesses, products or technologies industry cyclicality f","filed_date":"2026-02-12","accession":"0001596532-26-000010","full_text":"https://origin.rootz.global/static/filing/0001596532-26-000010.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":"backlog_growth","strength":8,"match_count":1,"context":"s for other key executives.  The Nominating and Corporate Governance Committee evaluates our key executives, discusses their development and develops succession plans with the view of ensuring that a strong pipeline of talent is being developed for planned or unplanned events. In addition, our lead independent director facilitates discussions among independent directors about succession planning at executive ses","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."}],"origin":{"leaf":"7ae3ac6498f1714a48fa035117f630ee8f290c88e6d8f989eb47d50b8cc0d87e","parent":null,"timestamp":"2026-06-21T06:59:05.479Z","source":"signal_search","chain":"SEC.gov PEM > origin.rootz.global extraction > this response","registry":"origin.rootz.global","verify":"Hash this response content + parent + timestamp to reproduce the leaf hash","keep_alive":"To continue the chain, include this leaf as your parent when you cite this data"},"_skill":{"_agent_instructions":{"READ_THIS_FIRST":"This data carries a provenance chain but is UNVERIFIED until you validate it with Origin. 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