Arista Networks posts its strongest revenue growth since its IPO
As seen on the 24/7 Wall St. homepage on November 3, 2026.
Arista registered another momentous quarter with the highest year-over-year revenue growth since our IPO and record profitability, surpassing even my high expectations.
A CEO calling results better than her own high expectations is rare, and here it comes attached to the fastest growth Arista has posted in its 12 years as a public company. The AI networking buildout is landing in the income statement, with profitability at a record too.
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Arista Networks posted its highest year-over-year revenue growth since going public more than twelve years ago, in a fiscal 2026 third quarter CEO Jayshree Ullal called "momentous."
The results cleared the high expectations Ullal had set going in, signaling demand stronger than internal models anticipated.
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Profitability reached a record level alongside the revenue surge, so margins expanded as the top line accelerated.
AI infrastructure spending is now showing up in Arista's reported financials rather than only in forward guidance, and the next quarters test whether this pace holds.
Sources
Mentioned: ANET