ANET · Earnings call · 2026Q2T · Full report

Capital Expenditures

Arista Networks, Inc. · 2026-08-04 · Importance 34 · Surprise 42 · In source text

Q2 capital expenditures were $29.7 million. Construction of expanded facilities in Santa Clara remained on track for completion by the end of fiscal 2026. The facility expansion is intended to support Arista's increased operating and manufacturing capacity as AI and broader networking demand grows. Management did not provide a larger full-year capex program or revised capex guidance.

Key facts

Construction to build expanded facilities in Santa Clara is on track and expected to be completed by the end of fiscal 2026.
Capital expenditures for the quarter were $29.7 million.

Impact estimates

metric	direction	stage	expected	basis
assets	positive	committed	—	Construction to build expanded facilities in Santa Clara is on track and expected to be completed by the end of fiscal 2026.