阿里斯塔网络(ANET)最主要的收入来源是什么？

通过最新财报数据拆解，该公司的收入主要由其核心业务板块与相关服务支持构成。您可以通过页面上的交互式图表直观查看各业务线对总营收的具体贡献比例。

如何直观分析 ANET 的财务状况与盈利模式？

瓜壳日历通过交互式桑基图(Sankey Diagram)和瀑布图(Waterfall Chart)，将该公司的总营收、销售成本、运营费用以及最终的净利润流程进行了全景可视化，方便投资者一分钟看懂其经营效率与现金流走向。

Income Statement Q1 2026
Item	Category	Value	YoY
Total revenue	revenue	2.71B	35.13%
Gross profit	profit	1.68B	31.40%
Total cost of revenue	cost	1.03B	41.65%
Other income (expense), net	revenue	113.60M	18.09%
Income from operations	profit	1.16B	34.82%
Total operating expenses	cost	519.00M	24.37%
Income before income taxes	profit	1.27B	33.13%
Research and development	cost	343.70M	29.02%
Sales and marketing	cost	141.60M	21.44%
General and administrative	cost	33.70M	-1.75%
Net income	profit	1.02B	25.69%
Provision for income taxes	cost	248.50M	75.99%

Products Breakdown
Segment	Value	YoY
Product	2.31B	36.56%
Service	397.70M	27.35%

Balance Sheet Q1 2026
Item	Category	Value
Marketable securities	assets	9.56B
Cash and cash equivalents	assets	2.79B
Inventories	assets	2.38B
Accounts receivable, net	assets	1.92B
Prepaid expenses and other current assets	assets	1.90B
Total current assets	assets	18.56B
Deferred tax assets	assets	1.89B
Other assets, noncurrent	assets	546.20M
Goodwill	assets	416.10M
Property and equipment, net	assets	250.30M
Total assets	assets	21.66B
Total liabilities	liabilities	8.17B
Total stockholders’ equity	equity	13.49B
Accumulated other comprehensive income (loss)	equity	19.30M
Total current liabilities	liabilities	6.56B
Deferred revenue, non-current	liabilities	1.29B
Other long-term liabilities	liabilities	320.10M
Aggregate	equity	13.51B
Deferred revenue	liabilities	4.91B
Accounts payable	liabilities	608.40M
Other current liabilities	liabilities	600.70M
Accrued liabilities	liabilities	441.50M
Retained earnings	equity	10.47B
Additional paid-in capital	equity	3.04B
Common stock, $0.0001 par value—4,000 shares authorized as of march 31, 2026 and december 31, 2025; 1,259.2 and 1,256.5 shares issued and outstanding as of march 31, 2026 and december 31, 2025	equity	100000

Operating Activities – 3M 2026
Item	Value
Net income	1.02B
Deferred revenue	826.20M
Income taxes, net	352.90M
Stock-based compensation	120.90M
Depreciation and amortization	23.30M
Other	-3.40M
Accounts payable	-35.60M
Increase (decrease) in accounts receivable	-36.90M
Other liabilities	-40.20M
Deferred income taxes	-104.90M
Increase (decrease) in inventories	-133.00M
Increase (decrease) in other current assets	-298.70M

Investing Activities – 3M 2026
Item	Value
Proceeds from maturities of marketable securities	739.90M
Proceeds from sale of marketable securities	376.90M
Payment for (proceeds from) other investing activity	5.00M
Payments to acquire property, plant, and equipment	-54.50M
Payments to acquire marketable securities	-1.93B

Financing Activities – 3M 2026
Item	Value
Proceeds from issuance of common stock under equity plans	29.90M
Other	-3.70M
Payment, tax withholding, share-based payment arrangement	-26.20M

Cash Balance – 3M 2026
Item	Value
Cash and cash equivalents, beginning of period	1.97B
Cash and cash equivalents, end of period	2.79B