Arista Networks posts 58.5% revenue growth as AI networking demand accelerates

The data center networking firm beat its own forecast, guided higher for Q4, and recorded its fastest growth since going public Arista Networks just turned in the kind of quarter that makes rival CFOs quietly close their laptops. The company reported third-quarter revenue of $3.66 billion, up 58.5% from a year earlier. That marks Arista’s fastest growth rate since its IPO. The numbers behind the beat The company had guided for $3.3 billion in Q3 revenue. It delivered $3.66 billion instead, clearing its own bar with room to spare. A year ago, the same quarter brought in $2.31 billion. Product sales did most of the lifting. They climbed to $3.19 billion, compared with $1.91 billion in Q3 2025. Services added another $468 million on top. Profitability kept pace with the top line. GAAP net income came in at $1.56 billion, or $1.22 per share. Non-GAAP earnings per share reached $1.20, up from $0.77 a year earlier. CFO Chantelle Breithaupt summed up the quarter with a single word. “Trifecta” She was referring to record revenue growth, record net income, and record EPS all landing in the same report. Guidance points higher Arista projects fourth-quarter revenue between $3.9 billion and $4...