Arista Networks Projects $18.5 Billion in Fiscal 2027 Revenue

Arista Networks management projected about $18.5 billion in fiscal 2027 revenue, an outlook implying 38% to 40% growth as the company cited strong demand for AI networking.

Management also set an approximately $7 billion target for AI fabrics in fiscal 2027 and cited more than 100 Etherlink customers. It expects scale-across to grow, while scale-up remains in early trials.

Arista posted $3.66 billion in third-quarter revenue, up 58.5% from a year earlier, in the company’s third-quarter results.