ANET · News · 20260820N

Revenue Performance and Mix

Arista Networks, Inc. · 2026-08-20 · Importance 70 · Surprise 56

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.

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