ANET · News · 20260819N
Revenue Performance and Mix
Arista Networks, Inc. · 2026-08-19 · Importance 70 · Surprise 56 · No source text
Arista reported second-quarter 2026 revenue of $3.036 billion, up 37.7% year over year. Growth included AI Fabrics, core data-center networking, Campus and services, with AI Fabrics identified as the largest growth driver. The company’s customer base for its Etherlink AI fabric portfolio exceeded 100 cumulative customers, indicating expansion beyond a single accelerator ecosystem.
Key facts
- Q2 2026 revenue: $3.04 billion, representing 37.7% year-over-year growth. source
- Q2 2026 non-GAAP EPS: $1.02. source
- Arista stock price fell 3.48% to $186.45 on Wednesday (Aug 19). source
- Arista stock closed down 3.64% on August 19. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +27.4% | Q2 2026 revenue: $3.04 billion, representing 37.7% year-over-year growth. |