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Form 8-K · Current Report · Filed 2026-05-05

Arista Networks Reports Strong Q1 2026 Financial Results with 35.1% YoY Revenue Growth

Arista Networks, Inc. reported its first quarter 2026 financial results on May 5, 2026, showing a significant year-over-year revenue growth of 35.1% to $2.709 billion. The company achieved a GAAP operating margin of 42.7% and a non-GAAP operating margin of 47.8%. Arista also announced the XPO high-density liquid-cooled pluggable optics, designed to reduce networking racks by up to 75% and save up to 44% of floor space. The company received a 2026 net promoter score of 89, indicating strong customer satisfaction. For the second quarter of 2026, Arista expects revenue of approximately $2.8 billion, non-GAAP operating margin of 46-47%, and non-GAAP diluted net income per share of approximately $0.88.

Filer
Arista Networks, Inc. ANET · NYSE
Filed
Accession
0001596532-26-000074
CIK
0001596532
Signal
Medium impactTechnology

Items reported

Item events

Reported Item

Earnings Beat Product Launch General Statement

Market reaction

Close before filing

$172.62

Next session

-14.8%

Since filing

+4.5%

Latest close

$180.35

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About Arista Networks, Inc.

Arista Networks, Inc. is a leading provider of high-performance networking solutions, primarily focusing on cloud computing, large-scale data center, and high-frequency trading environments. The company specializes in software-driven networking products designed to optimize the performance of data centers and cloud architectures, empowering businesses to tackle the challenges of modern IT demands. Notable for its highly programmable modular operating system, Arista EOS (Extensible Operating System), their offerings support automation and scalability across extensive network infrastructures. Catering to sectors such as technology, financial services, and telecommunications, Arista Networks plays a crucial role in the deployment of next-generation networks, aiming to improve speed and reliability. The company's strategic alliances and collaborations with major tech firms underscore its market influence, enabling seamless integration and compatibility with various datacenter technologies. As industries continue to expand their digital footprints, Arista Networks' solutions help manage burgeoning data flows efficiently, making it a vital player in the growing landscape of cloud computing and infrastructure.

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