ANET · News · 20261103N

Revenue Performance and Mix

Arista Networks, Inc. · 2026-11-03 · Importance 69 · Surprise 64 · From source text

Arista reported Q3 2026 revenue of approximately $3.66 billion, up 58.5% year over year and above its approximately $3.3 billion outlook. Revenue exceeded the $3.33 billion analyst consensus by 10.41%, compared with $2.31 billion in the year-ago quarter. A separate report said product revenue, particularly for AI fabric demand, was a major growth driver; the digest provides no segment revenue breakdown.

Key facts

• Arista Networks, Inc. delivered approximately $3.66 billion in Q3 2026 revenue, exceeding its $3.3 billion guidance and growing 58.5%, its highest year-over-year revenue growth since its IPO. source
• Arista Networks, Inc.'s Q3 revenue grew 58.5% year over year to $3.66 billion, its highest growth since its 2014 IPO. source
• Arista Networks, Inc. reported Q3 revenue of $3.66 billion, exceeding the $3.33 billion consensus estimate. source
• Arista Networks, Inc. reported Q3 revenue of $3.66 billion, above the $3.31 billion average estimate from eight Zacks-surveyed analysts. source
• Arista Networks, Inc. posted Q3 revenue of $3.66 billion for the quarter ended September 2026, 10.41% above the Zacks Consensus Estimate, compared with $2.31 billion a year earlier. source
• Arista Networks, Inc. reported Q3 revenue of $3.66 billion, above the $3.33 billion consensus estimate. source
• Arista Networks, Inc. reported Q3 revenue of $3.66 billion and non-GAAP EPS of $1.20, exceeding estimates. source
• Arista Networks, Inc. reported Q2 revenue of $3.036 billion. source

Impact estimates