The networking arm of the AI buildout just crossed a revenue threshold it had never touched before, and…
As seen on the 24/7 Wall St. homepage on August 4, 2026.
Earnings · 2026 Q2
Jayshree Ullal
CEO
As we deliver our first $3 billion quarter in Q2 2026, it is clear that our Arista 2.0 platform strategy is compelling. Customers see networking as the central nervous system for infrastructure from the client to campus to data and AI centers.
The networking arm of the AI buildout just crossed a revenue threshold it had never touched before, and Ullal is framing switches as core infrastructure rather than a cyclical hardware line. For a $240.7 billion company, the question now is whether hyperscaler order flow keeps that pace into the second half.
Mentioned: ANET