The ongoing construction is listed among the capital expenditures that affect Arista's future capital requirements.
Arista Source: Arista Networks, Inc. 10-Q, filed Nov 4, 2026
Arista
Facts that name Arista, newest first.
Sales to one end customer were 16%, 15% and 21% of revenue for 2025, 2024 and 2023. Sales to the other were 26%, 20% and 18%. Arista says its large customers' focus on deploying AI-enabled solutions has increased demand for networking.
Arista Source: Arista Networks, Inc. 10-Q, filed Nov 4, 2026
Arista says it expects inventory and purchase commitments to remain elevated and volatile as it ramps new products. It says the higher commitments will increase its working capital requirements.
Arista Source: Arista Networks, Inc. 10-Q, filed Nov 4, 2026