Arista Networks' first quarter 2026 revenue surged 35% YoY, handily beating estimates.

Arista Networks reported strong first-quarter 2026 results, with revenue of $2.71 billion and non-GAAP EPS of $0.87, significantly exceeding analyst estimates of $2.15 billion and $0.72, respectively.

Key Highlights

• Revenue for the first quarter grew 35.1% year-over-year to $2.709 billion, driven by continued strength in data center and AI networking environments.
• Non-GAAP operating margin was 47.8%, remaining flat year-over-year and demonstrating sustained profitability at scale.
• The company guided for second-quarter revenue of approximately $2.8 billion, suggesting continued momentum into the next quarter.