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Arista’s AI networking push powers its fastest growth since IPO

8:10am on Wednesday 4th of November, 2026 AEDT • Technology
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Arista’s AI networking push powers its fastest growth since IPO

8:10am on Wednesday 4th of November, 2026 AEDT
Key Points
  • US$3.66 billion Q3 revenue, up 58.5% year on year
  • Revenue exceeded US$3.3 billion guidance by roughly 11%
  • GAAP diluted EPS rose to US$1.22 from US$0.67
  • Fourth-quarter revenue guidance of US$3.9 billion to US$4.0 billion
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