Stock Analysis on Net

Arista Networks Inc. (NYSE:ANET)

$24.99

Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

The balance sheet provides creditors, investors, and analysts with information on company resources (assets) and its sources of capital (its equity and liabilities). It normally also provides information about the future earnings capacity of a company assets as well as an indication of cash flows that may come from receivables and inventories.

Liabilities represents obligations of a company arising from past events, the settlement of which is expected to result in an outflow of economic benefits from the entity.

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Arista Networks Inc., consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

US$ in thousands

Microsoft Excel
Sep 30, 2025 Jun 30, 2025 Mar 31, 2025 Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020
Accounts payable
Accrued liabilities
Deferred revenue
Other current liabilities
Current liabilities
Deferred revenue, non-current
Other long-term liabilities
Long-term liabilities
Total liabilities
Preferred stock, $0.0001 par value; no shares issued and outstanding
Common stock, $0.0001 par value
Additional paid-in capital
Retained earnings
Accumulated other comprehensive income (loss)
Stockholders’ equity
Total liabilities and stockholders’ equity

Based on: 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31).


The analysis of the financial data reveals several key trends in the company's liabilities and equity positions over the reported periods.

Current Liabilities
Current liabilities have exhibited an overall upward trend, increasing from approximately $573 million in March 2020 to over $4.66 billion by September 2025. Within this category, accounts payable and accrued liabilities generally rose over the period, with some fluctuations. Accounts payable notably surged in certain quarters, reaching peaks above $500 million, indicating increased short-term obligations to suppliers or creditors. Accrued liabilities followed a similar pattern, growing steadily over time, reflecting rising accrued expenses or obligations.
Deferred Revenue
There has been a pronounced increase in both current and non-current deferred revenue. Current deferred revenue grew from about $332 million in early 2020 to over $3.52 billion by late 2025, while non-current deferred revenue expanded from approximately $265 million to over $1.16 billion. This trend suggests growing advance payments from customers or deferred income recognition, potentially indicating expanding sales with contractual obligations extending into future periods.
Other Liabilities
Other current liabilities showed high volatility, with sharp increases and decreases across quarters. Long-term other liabilities generally trended downward initially but stabilized and slightly increased in the later years, reflecting possible adjustments or changes in long-term obligations.
Total Liabilities
Total liabilities exhibited consistent growth, rising from approximately $1.26 billion in March 2020 to over $6.14 billion by September 2025. This growth mirrors increases in both current and long-term liabilities, underscoring an expanding debt and obligation base, which may correspond to operational scaling or financing activities.
Stockholders’ Equity
Stockholders’ equity has increased steadily from about $2.85 billion to nearly $11.91 billion by the end of the period. This increase is driven primarily by rising retained earnings, which more than quintupled, reflecting accumulated profitability over time. Additional paid-in capital also increased consistently, indicating further capital contributions or equity issuances. The common stock value remained relatively stable with only minor changes. Accumulated other comprehensive income fluctuated, showing both positive and negative values without a clear trend.
Overall Capital Structure
The combined total of liabilities and stockholders’ equity doubled over the observed timeframe, indicating significant balance sheet growth. The rising equity alongside increasing liabilities suggests the company has been financing its growth through a combination of retained earnings and additional liabilities. The marked increases in deferred revenue point to strong customer commitments extending into the future, which could support ongoing revenue streams.

In summary, the company’s financial position has expanded substantially in both liabilities and equity. Increasing deferred revenues and accrued liabilities highlight growth in operational commitments, while the rise in retained earnings signals sustained profitability. Continued monitoring of the rapid increases in liabilities relative to equity will be important to assess financial risk and leverage management.