ANET · News · 20261104N

Revenue Performance and Mix

Arista Networks, Inc. · 2026-11-04 · Importance 69 · Surprise 64 · No source text

Arista reported Q3 FY2026 revenue of $3.66 billion, up 58.5% year over year and above guidance of $3.3 billion. The quarter marked the company’s strongest annual revenue growth since its IPO. International revenue was $682.5 million, or 18.6% of total revenue, compared with 23% in the prior quarter.

Key facts

• Q3 FY2026 revenue was $3.66 billion, up 58.5% year over year, the largest year-over-year growth since IPO, and above $3.3 billion guidance. source
• Arista's Q3 FY2026 revenue was $3.66 billion, up 58.5% year over year and above the $3.335 billion analyst consensus. source
• Arista revenue rose 58.5% year over year to $3.66 billion, exceeding the $3.31 billion consensus estimate by 10.41%. source
• CEO Jayshree Ullal said Q3 revenue was $3.66 billion, translating to annual growth of 58.5%. source
• Arista's Q3 FY2026 revenue was $3.66 billion, up 58.5% year over year, its fastest growth as a public company, and $3.33 billion was the estimate. source
• Arista reported record-breaking Q3 revenue growth of 58.5% year over year. source
• Q3 FY2026 international revenue was $682.5 million, or 18.6% of total revenue, down from 23% in the prior quarter; all three geographic segments had double-digit year-over-year growth. source
• Arista shares rose 11.54% in premarket after its Q3 revenue report. source

Impact estimates