ANET · News · 20260805N
Revenue Performance and Mix
Arista Networks, Inc. · 2026-08-05 · Importance 78 · Surprise 74 · No source text
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
- Q2 2026 revenue growth: up 37.7% year-over-year. source
- Q2 2026 revenue: $3.04 billion (reported elsewhere as $3.04B). source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +27.4% | Q2 2026 revenue growth: up 37.7% year-over-year. |