Sam Badawi(@Sam_Badawi):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%

2026.11.03 22:22

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%