Form 8-K · Current report
Arista Networks 8-K, filed Nov 3, 2026
- Filed
- CIK
- 0001596532
- Accession no.
- 0001596532-26-000252
Summary
Arista Networks reported third-quarter 2026 revenue of $3.66 billion, up 58.5% year over year, with GAAP diluted EPS of $1.22, and guided fourth-quarter revenue to $3.9–$4.0 billion. CEO Jayshree Ullal called it the highest year-over-year revenue growth since the company's IPO, and CFO Chantelle Breithaupt cited record revenue, net income, and EPS.
Key points
- Q3 2026 revenue was $3.66 billion, up 58.5% year over year and 20.5% sequentially, above the $3.3 billion guidance.
- GAAP operating margin was 44.9% and non-GAAP 49.1%; GAAP diluted EPS was $1.22 versus $0.67 a year earlier.
- Arista launched open standards-based rack-scale architectures for scale-up and scale-out AI networks with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft, and Qualcomm.
- Fourth-quarter 2026 guidance is revenue of $3.9–$4.0 billion, non-GAAP operating margin of 48–49%, and non-GAAP diluted EPS of $1.26–$1.30.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
ITEM 2.02 Results of Operations and Financial Condition On November 3, 2026, Arista Networks, Inc. issued a press release announcing its financial results for the quarter ended September 30, 2026. The full text of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. This information and Exhibit 99.1 are intended to be furnished under Item 2.02, “Results of Operations and Financial Condition,” and Item 9.01, “Financial Statements and Exhibits,” of Form 8-K and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall…
An excerpt of the text as filed with the SEC, cut for length.
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