Arista Networks reports Q3 2026 revenue surge and AI networking

Arista Networks has announced its third quarter 2026 financial results and highlighted new AI networking architecture initiatives.

• The company reported Q3 2026 revenue of $3.66 billion, up 58.5% year over year, with GAAP operating margin of 44.9% and non-GAAP diluted EPS of $1.20.
• Arista said it launched open Ethernet rack-scale architectures for scale-up and scale-out AI fabrics, including Etherlink™ SU-144 and support for up to 144 accelerators per rack.
• The company also said it has expanded collaboration with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft, and Qualcomm, and discussed distributed AI fabrics across geographically distributed data centers.
• Arista will discuss the results on a conference call at 1:30 PM Pacific Time and provided investor relations contact details.