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Arista posts 58.5% growth as AI networking demand drives record quarter

Arista Networks delivered third-quarter revenue well above its own guidance, with sales reaching US$3.66 billion and GAAP net income hitting US$1.56 billion. The networking specialist is now guiding to as much as US$4.0 billion in fourth-quarter revenue as it expands its AI infrastructure portfolio.
Sophie Babbage
4 Nov 2026