Arista Networks, Inc. Reports Third Quarter 2026 Financial Results
Business Wire•03/11/2026•16:05 ET
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Key Highlights
- ➤Q3 revenue $3.66 billion, up 58.5% year over year, exceeding $3.3 billion guidance
- ➤Q3 diluted EPS $1.22 GAAP and $1.20 non-GAAP, versus $0.67 and $0.77
- ➤Q3 GAAP and non-GAAP operating margins reached 44.9% and 49.1%
- ➤Q4 revenue guidance $3.9-$4.0 billion, with 48%-49% non-GAAP operating margin
- ➤Arista launched open standards-based rack-scale architectures for scale-up and scale-out AI networks
Expert Statements
Jayshree Ullal, Chairperson and CEO of Arista Networks
“Arista registered another momentous quarter with the highest year-over-year revenue growth since our IPO and record profitability, surpassing even my high expectations. This strong momentum across customer sectors highlights our increased relevance for the generative and agentic AI era.”
Chantelle Breithaupt, CFO of Arista Networks
“This quarter brought a true trifecta for our company, setting new record highs in revenue growth, net income, and EPS. I’m incredibly proud of the Arista team for their hard work in driving such outstanding performance for our shareholders.”
Arista Networks, Inc. Reports Third Quarter 2026 Financial Results
* Delivered total revenues in Q3 2026 of approximately $3.66 billion, exceeding guidance of $3.3 billion while growing 58.5%, the highest year-over-year revenue growth since our IPO.
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