Arista Networks Posts 58.5% Revenue Growth in Third Quarter

Arista Networks posted third-quarter revenue of $3.66 billion, up 58.5% from a year earlier and above its forecast, as demand for data center networking supported its fastest growth since its IPO.

Revenue exceeded Arista’s own third-quarter outlook of $3.3 billion. The company recorded $2.31 billion in revenue in the same quarter of 2025. Product revenue rose to $3.19 billion from $1.91 billion, while services brought in $468 million.

Arista reported GAAP net income of $1.56 billion, or $1.22 per share. Non-GAAP earnings per share came to $1.20, compared with $0.77 a year earlier. CEO Jayshree Ullal described broad momentum across the business and linked the quarter to Arista’s relevance to emerging AI workloads.

For the fourth quarter, Arista forecast revenue of $3.9 billion to $4 billion and non-GAAP earnings per share of $1.26 to $1.30. Revenue for the first nine months of 2026 totaled $9.40 billion, compared with $6.52 billion in the same period of 2025.

The results provide a measure of spending on networking equipment as data centers expand to support AI workloads.