ANET · News · 20260909N
Revenue Performance and Mix
Arista Networks, Inc. · 2026-09-09 · Importance 75 · Surprise 60 · Contradicted
Arista Networks is targeting $12.6 billion of revenue by 2026. AI revenue is projected at $3.5 billion, while campus revenue is expected to exceed $1.25 billion. Growth is expected across AI, campus, and cloud networking, with the company maintaining its gross-margin outlook despite supply-chain challenges.
Key facts
- Arista Networks is targeting $12.6 billion in revenue by 2026. source
- Arista projects campus revenue exceeding $1.25 billion. source
- Arista cited its Extensible Operating System (EOS) as a key differentiator and growth enabler. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | +207.5% | Arista Networks is targeting $12.6 billion in revenue by 2026. |
| revenue | positive | probable | — | Arista projects campus revenue exceeding $1.25 billion. |