ANET · News · 20260804N

Revenue Performance and Mix

Arista Networks, Inc. · 2026-08-04 · Importance 78 · Surprise 74

Arista Networks reported Q2 2026 revenue of $3.036 billion, up 37.7% year over year and representing its first quarter above $3 billion. Growth was driven by demand across AI networking, campus, core data center switching, cloud, and enterprise customers. Management said the company is diversifying its customer base beyond cloud providers into enterprise networking. Q2 revenue exceeded reported guidance of $2.8 billion and analyst estimates ranging from $2.83 billion to $2.873 billion.

Key facts

• Marketscreener reported Q2 revenue of $3.04B versus FactSet estimate of $2.83B. source
• Company delivered its first $3 billion quarter in Q2 2026. source
• Q2 2026 revenue: $3.036 billion. source
• GF Score article: Q2 EPS reported as $0.95 and revenue $3.036 billion in 8-K (note: other outlets report $1.02 EPS/non-GAAP). source
• Q2 2026 non-GAAP diluted EPS: $1.02. source