ANET · News · 20261105N
Revenue Performance and Mix
Arista Networks, Inc. · 2026-11-05 · Importance 69 · Surprise 64 · No source text
Arista Networks’ Q3 2026 revenue rose 58.5% year over year to $3.66 billion, exceeding the $3.31 billion consensus estimate by 10.41%. The company’s reported annual revenue growth was its strongest since its IPO, with AI networking demand, enterprise expansion, and improved supply-chain execution cited as drivers. Non-GAAP earnings increased 55.8% year over year to $1.20 per share, above the $1.08 consensus estimate by 11.11%. The report also said Arista surpassed 100 Etherlink customers, but did not provide a segment revenue breakdown.
Key facts
- Arista Networks, Inc. reported Q3 2026 revenue of $3.66 billion, up 58.5% year over year and 10.41% above the $3.31 billion consensus estimate. source
- Arista Networks, Inc.'s Q3 2026 non-GAAP earnings rose 55.8% year over year to $1.20 per share, beating the $1.08 consensus estimate by 11.11%. source
- Arista Networks, Inc.'s product launches and customer additions supported top-line expansion, while margin improvement contributed to earnings growth. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +44.5% | Arista Networks, Inc. reported Q3 2026 revenue of $3.66 billion, up 58.5% year over year and 10.41% above the $3.31 billion consensus… |
| net_income | positive | realized | — | Arista Networks, Inc.'s Q3 2026 non-GAAP earnings rose 55.8% year over year to $1.20 per share, beating the $1.08 consensus estimate by… |