earnings
confidence high
sentiment positive
materiality 0.80
Arista Networks Q2 2026 revenue $3.036B (+37.7% YoY); non-GAAP EPS $1.02 vs $0.73 YoY
Arista Networks, Inc.
- Revenue of $3.036B, up 12.1% QoQ and 37.7% YoY; first $3B quarter.
- GAAP EPS $0.95, non-GAAP EPS $1.02, up 36% and 40% YoY respectively.
- GAAP operating margin 45.4%, non-GAAP 49.9%, both expanded YoY.
- Introduced 1.6 Tbps AI fabric platforms including liquid-cooled options.
- Named to Fortune 500 and Gartner Magic Quadrant Leader for Enterprise Wired and Wireless LAN.