ANET · 8-K · 20260804PR000174
Revenue Performance and Mix
Arista Networks, Inc. · 2026-08-04 · Importance 57 · Surprise 38 · No source text
Second-quarter 2026 revenue was $3.036 billion, up 12.1% sequentially from Q1 2026 and 37.7% year over year from Q2 2025. Product revenue increased to $2.605 billion from $1.877 billion, while service revenue rose to $430.5 million from $327.8 million. Product revenue represented approximately 85.8% of total revenue, compared with 85.1% in the prior-year quarter, indicating a modest mix shift toward products.
Key facts
- Revenue increased 37.7% from the second quarter of 2025. source
- Arista achieved its first $3+ billion revenue quarter (first $3 billion quarter in Q2 2026). source
- Revenue increased 12.1% compared to the first quarter of 2026. source
- Revenue of $3.036 billion for the second quarter ended June 30, 2026. source
- Product revenue for the three months ended June 30, 2026: $2,605.2 million. source
- Service revenue for the three months ended June 30, 2026: $430.5 million. source
- Total revenue for the three months ended June 30, 2026: $3,035.7 million. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +85.9% | Product revenue for the three months ended June 30, 2026: $2,605.2 million. |
| revenue | positive | realized | +27.4% | Revenue increased 37.7% from the second quarter of 2025. |
| revenue | positive | realized | +14.2% | Service revenue for the three months ended June 30, 2026: $430.5 million. |
| revenue | positive | realized | +10.8% | Revenue increased 12.1% compared to the first quarter of 2026. |