ANET · News · 20261107N
Revenue Performance and Mix
Arista Networks, Inc. · 2026-11-07 · Importance 37 · Surprise 6 · No source text
Arista reported third-quarter revenue of US$3.7 billion, 9.7% above analyst estimates. The results were described as strong, but the reporting provided no year-over-year or sequential revenue growth rate. Statutory earnings per share were US$1.22, 24% above expectations.
Key facts
- Analysts increased their 2027 revenue forecast for Arista Networks to US$18.5 billion. source
- Arista Networks reported third-quarter revenue of US$3.7 billion, beating revenue estimates by 9.7%. source
- Arista Networks expects AI networking sales to double in 2027. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +10.8% | Arista Networks reported third-quarter revenue of US$3.7 billion, beating revenue estimates by 9.7%. |
| revenue | positive | contingent | — | Analysts increased their 2027 revenue forecast for Arista Networks to US$18.5 billion. |
| revenue | positive | committed | — | Arista Networks expects AI networking sales to double in 2027. |