Arista - FY2026 Q3 Earnings $ANET $192.13 [+14.50% AH] ✅ Revenue: $3.7B (Est: $3.3B) [+58% YoY] ✅ EPS: $1.20 (Est: $1.08), non-GAAP, GAAP EPS $1.22 [+56% YoY] Additional Metrics: Gross Margin: 64.0% Operating Income: $1.8B [+60% YoY] Operating Margin: 49.1% Net Income: $1.5B [+56% YoY] Operating Cash Flow: $1.2B [-5% YoY] Free Cash Flow: $1.1B [-11% YoY] CapEx: $100.7M Cash and Marketable Securities: $14.4B Deferred Revenue: $6.8B Segment Revenue: Product: $3.2B [+67% YoY] Service: $467.6M [+18% YoY] Q4 2026 Guidance: ✅ Revenue: $3.9-4.0B (Est: $3.6B) ✅ EPS: $1.26-1.30 (Est: $1.15), non-GAAP Non-GAAP Operating Margin: 48-49%

ARISTA NETWORKS $ANET Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.66B (Est. $3.33B) 🟢; +58.5% YoY 🔹 Adj. EPS: $1.20 (Est. $1.08) 🟢; +56% YoY Q4 Guide: 🔹 Revenue: ~$3.9B-$4.0B (Est. $3.6B) 🟢 🔹 Adj. EPS: $1.26-$1.30 (Est. $1.15) 🟢 🔹 Non-GAAP Operating Margin: 48%-49% Announcements: 🔹 Open Ethernet Architectures: up to 144 accelerators/rack; 1,024 XPUs 🔹 Added to S&P 100 Other Q3 Metrics: 🔹 Non-GAAP Oper Income: $1.80B (Est. $1.62B) 🟢 🔹 Non-GAAP Gross Margin: 64.0% (Est. 62.9%) 🟢; -120 bps YoY 🔹 Non-GAAP Operating Margin: 49.1%; +50 bps YoY 🔹 Deferred Revenue: $5.10B Comments: 🔸 “Arista registered another momentous quarter with the highest year-over-year revenue growth since our IPO and record profitability, surpassing even my high expectations” — Jayshree Ullal, Chairperson and CEO 🔸 “This quarter brought a true trifecta for our company, setting new record highs in revenue growth, net income, and EPS.” — Chantelle Breithaupt, CFO

Arise, collectors. The Chief Exeggutive Officer has awakened. Gather your party. Rip with reckless abandon. Send this foul beast back to the earth. Week 3 Raid Boss is live: GET IN THERE AND MELT THAT HEALTH BAR.