Earnings call briefThird-quarter 2026
Arista Networks says it now expects 2026 revenue of $13.3 billion
The company said its fiscal 2027 revenue growth outlook is 38% to 40%, equating to approximately $18.5 billion at the midpoint.
GetSignal Arista Networks ANET
Arista Networks said on its third-quarter call that it is raising its annual guidance for the fourth time in 2026, to $13.3 billion, which it said represents 48% annual growth.
The company said it expects its AI fabrics segment to double to approximately $7 billion in 2027, while its cognitive campus segment grows 60% to approximately $2 billion.
Quotes from the call
“...we are now increasing our annual guidance for the fourth time in 2026 to $13.3 billion, which represents a 48% annual growth.”
“For fiscal year 2027, the revenue growth outlook is between 38% and 40%, equating to approximately $18.5 billion at the midpoint.”
Key facts from the call
- Fiscal 2026 revenue guidance
- $13.3 billion, 48% annual growth
- Fiscal 2027 revenue outlook
- 38% to 40% growth, approximately $18.5 billion at the midpoint
- 2027 AI fabrics target
- Approximately $7 billion
- 2027 cognitive campus target
- Approximately $2 billion, 60% growth
Source: Arista Networks' third-quarter 2026 earnings call, November 3, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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