Earnings call briefSecond-quarter 2026
Arista Networks raises 2026 revenue outlook to approximately $12.6 billion
Arista Networks also said it now targets a fiscal 2026 operating margin of 48% to 49%, while maintaining its 62% to 64% gross margin range.
GetSignal Arista Networks ANET
Arista Networks said on its second-quarter call that it now expects fiscal 2026 revenue growth of 40%, equating to approximately $12.6 billion, up from the $11.5 billion it had previously projected.
Chairperson and Chief Executive Officer Jayshree Ullal said price increases will help or affect the company only toward the end of the year or more like next year, as the company is still working through a lot of backlog sales.
Quotes from the call
“Reflecting our strong momentum, we are raising our 2026 fiscal year outlook to 40% revenue growth, equating to approximately $12.6 billion.”
Key facts from the call
- Fiscal 2026 revenue outlook
- 40% growth, approximately $12.6 billion
- Fiscal 2026 operating margin target
- 48% to 49%
- Fiscal 2026 gross margin outlook
- 62% to 64%, maintained
- Third-quarter revenue outlook
- Approximately $3.3 billion
Source: Arista Networks' second-quarter 2026 earnings call, August 4, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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