Arista Networks reported second-quarter fiscal 2026 revenue of $3.036 billion, surpassing $3 billion in quarterly revenue for the first time ever, according to an SEC Form 8-K filing disclosed on August 4 (local time).
📊 Price at time of writing (Aug 5, 2026, 07:06 KST)
$190.51 ▲ +3.04%
Q2 Results at a Glance
Revenue grew 37.7% year-over-year and 12.1% quarter-over-quarter. Demand for AI data center networking equipment drove the results, and margins improved as well.
- Revenue: $3.036 billion, up 37.7% year-over-year
- Adjusted EPS: $1.02, beating estimates by $0.14 (GAAP EPS: $0.95)
- Operating income: $1.378 billion (GAAP), operating margin of 45.4% (49.9% adjusted)
Next Quarter Outlook
The company guided third-quarter revenue to approximately $3.3 billion. It expects adjusted operating margin (excluding interest, taxes, depreciation and similar items) of 48–49% and adjusted EPS of $1.06–$1.08. CEO Jayshree Ullal said, 'Crossing $3 billion in quarterly revenue shows that our Arista 2.0 platform strategy is working.' CFO Chantelle Breithaupt added, 'Revenue grew 37.7% and EPS grew 39.7%, reflecting broad-based growth across the business.'
Market Reaction
Arista Networks shares rose 4.98% on August 4, the day after the earnings release, compared to the previous trading day. FactSet's consensus revenue estimate had been $2.83 billion, meaning actual revenue significantly exceeded expectations. Foreign media noted that both the quarterly results and the third-quarter guidance topped market expectations. As of 7:06 a.m. KST on August 5, shares stood at $190.51, up 3.04% from the previous close.
Revenue by Segment
- Product (hardware) revenue: $2.605 billion, up 38.8% year-over-year
- Service revenue: $430.5 million, up 31.3% year-over-year
This article was automatically generated based on the original SEC Form 8-K filing and foreign media reports, with the goal of delivering key data quickly after the announcement. Investors are advised to review the company's official filing before making trading decisions. Prices reflect the time of writing and may differ from current levels.
