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%
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