ANET · 8-K · 20260804PR000174
Guidance and Outlook
Arista Networks, Inc. · 2026-08-04 · Importance 80 · Surprise 68 · No source text
For the third quarter of 2026, Arista expects revenue of approximately $3.3 billion. Management projects a non-GAAP operating margin of 48% to 49% and non-GAAP diluted net income per share of $1.06 to $1.08. The guidance excludes stock-based compensation, intangible asset amortization, tax-related adjustments, and potential non-recurring charges or benefits, which could materially affect GAAP results.
Key facts
- For the third quarter of 2026, the company expects revenue of approximately $3.3 billion. source
- For the third quarter of 2026, the company expects non-GAAP operating margin of 48 - 49%. source
- For the third quarter of 2026, the company expects non-GAAP diluted net income per share between $1.06 and $1.08. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| margin | negative | committed | -1.2% | For the third quarter of 2026, the company expects non-GAAP operating margin of 48 - 49%. |
| revenue | positive | committed | — | For the third quarter of 2026, the company expects revenue of approximately $3.3 billion. |
| net_income | positive | committed | — | For the third quarter of 2026, the company expects non-GAAP diluted net income per share between $1.06 and $1.08. |