ANET · News · 20260815N

Revenue Performance and Mix

Arista Networks, Inc. · 2026-08-15 · Importance 64 · Surprise 56 · No source text

Arista Networks reported quarterly revenue of $3.04 billion, representing 37.7% year-over-year growth and its first quarter above $3 billion. Quarterly EPS was $1.02, exceeding analyst expectations alongside the revenue result. Third-party reporting attributed the growth primarily to AI infrastructure spending and demand for data-center networking solutions.

Key facts

• Arista Networks' revenue was up 37.7% year-over-year in the quarter. source
• Arista Networks achieved its first $3 billion revenue quarter. source
• Arista Networks reported quarterly revenue of $3.04 billion. source
• Arista Networks reported quarterly earnings per share (EPS) of $1.02, beating estimates. source
• Arista Networks' stock trades at about 63x trailing earnings (premium valuation). source
• One report cites Arista Networks' price-to-earnings (P/E) ratio as 62.75. source
• Institutional investors collectively own 82.47% of Arista Networks. source

Impact estimates