Acciones de Arista Networks, Inc. (ANET) — ¿es un buen negocio?

Acciones de Arista Networks, Inc. (ANET) — ¿es un buen negocio? — InspectStocks

Just reported

Q3 2026 results

From Arista Networks's results release of 3 de noviembre de 2026; its quarterly report has since been filed.

Revenue
Actual
3,66B US$
+58 % y/y
+20 % q/q
Guided
3,3B US$
midpoint
Above guide+11 %
EPS, GAAP
Actual
1,22 US$
+82 % y/y
+28 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
1,64B US$
+68 % y/y
+19 % q/q
Guided
—
No guide given

Company outlook

Q4 2026

Revenue3,9B US$ – 4B US$+59 % y/y First given
EPS, adjusted1,26 US$ – 1,30 US$First given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Cómo gana dinero

Networking products86 %
Support and services14 %

Los porcentajes de ingresos son estimaciones para three months ended June 30, 2026, no cifras de un informe oficial.

Compite con

Qué vende6

Etherlink
A family of switches for connecting AI computers across racks and between sites. Examples include the 7800R AI Spine, 7060 AI Leaf and 7700R4 Distributed Etherlink Switch.
Campus networking equipment
Switches and Wi-Fi access points that connect people and devices in offices and other workplaces.
Cloud-grade routing
Routers that direct data between data centers, cloud services, offices and other networks. Named products include the 7280R4, 7500R3 and 7800R4.

Mostrar 3 más

EOS
The software that runs Arista's networking equipment and controls how it handles data and network changes.
CloudVision, NetDL and AVA
Software for managing network equipment, collecting network data and helping staff find and respond to network problems.
Arista A-Care Services
Customer support that includes help from support engineers, software updates and options for replacing equipment.

Quién se lo compra5

Large cloud and AI companies, which buy networking equipment for their data centers and AI computing sites.
Microsoft and Meta, which Arista's chief executive described on the latest earnings call as two of its long-standing customer relationships.
AI and specialty providers, including newer cloud providers that build or rent computing capacity.

Mostrar 2 más

Businesses across industries such as financial services, media, health care, energy, education and manufacturing.
Government agencies, which buy through the company's direct sales team and sales partners.

En qué se apoya y qué podría romperlo

De qué depende el negocio

1A small number of customers account for substantial sales: one customer represented 26% of revenue (fiscal year ended December 31, 2025, high), and another represented 16% of revenue (fiscal year ended December 31, 2025, high).
2Arista relies primarily on Broadcom for switching chips, and some important components come from a limited number of suppliers or sole-source suppliers.
3Arista uses outside manufacturers to build most of its products. Its purchase obligations were $9.7 billion (June 30, 2026, high), including non-cancellable commitments for products and components.

Qué podría salir mal

1Large customers can change the timing or size of orders, and their purchases make up a substantial share of revenue. Arista says order timing can vary with customer spending plans, product deployments and testing.
2Shortages or delays in chips, memory and other components can hold up shipments or raise costs. Large purchase commitments also leave Arista exposed if customer demand or product requirements change.
3The networking market changes quickly. Customers may choose competing systems, including white-box equipment, or use alternatives such as InfiniBand or NVIDIA's NVLink for AI computing networks; Arista could lose sales if its products do not meet changing customer needs.

Estados financieros completos →

Sobre Arista Networks, Inc.

Arista makes switches and routers that move data between computers, servers and other network equipment. Its Extensible Operating System (EOS) runs on its networking equipment, while software such as CloudVision helps customers monitor and manage their networks. Customers include large cloud and AI companies, other service providers, businesses and government agencies.

Sede: Santa Clara, California
Fundada en: 2004
Empleados: Approximately 5,115 (December 31, 2025, high)
Cotiza en: New York Stock Exchange
Cierre del ejercicio: December 31

Construido a partir de los propios informes de Arista Networks, Inc. ante la Comisión de Bolsa y Valores de EE. UU. (SEC). Las cifras son las declaradas, con el historial por acción reexpresado a la base de acciones de hoy. Esto describe un negocio: no es asesoramiento de inversión ni una recomendación de compra o venta.

Just reported

Q3 2026 results

From Arista Networks's results release of 3 de noviembre de 2026; its quarterly report has since been filed.

Revenue
Actual
3,66B US$
+58 % y/y
+20 % q/q
Guided
3,3B US$
midpoint
Above guide+11 %
EPS, GAAP
Actual
1,22 US$
+82 % y/y
+28 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
1,64B US$
+68 % y/y
+19 % q/q
Guided
—
No guide given

Company outlook

Q4 2026

Revenue3,9B US$ – 4B US$+59 % y/y First given
EPS, adjusted1,26 US$ – 1,30 US$First given

Keep exploring

The themes Arista Networks is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Computer Hardware

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

Cómo gana dinero

Networking products86 %
Support and services14 %

Los porcentajes de ingresos son estimaciones para three months ended June 30, 2026, no cifras de un informe oficial.

Compite con

Qué vende6

Etherlink
A family of switches for connecting AI computers across racks and between sites. Examples include the 7800R AI Spine, 7060 AI Leaf and 7700R4 Distributed Etherlink Switch.
Campus networking equipment
Switches and Wi-Fi access points that connect people and devices in offices and other workplaces.
Cloud-grade routing
Routers that direct data between data centers, cloud services, offices and other networks. Named products include the 7280R4, 7500R3 and 7800R4.

Mostrar 3 más

EOS
The software that runs Arista's networking equipment and controls how it handles data and network changes.
CloudVision, NetDL and AVA
Software for managing network equipment, collecting network data and helping staff find and respond to network problems.
Arista A-Care Services
Customer support that includes help from support engineers, software updates and options for replacing equipment.

Quién se lo compra5

Large cloud and AI companies, which buy networking equipment for their data centers and AI computing sites.
Microsoft and Meta, which Arista's chief executive described on the latest earnings call as two of its long-standing customer relationships.
AI and specialty providers, including newer cloud providers that build or rent computing capacity.

Mostrar 2 más

Businesses across industries such as financial services, media, health care, energy, education and manufacturing.
Government agencies, which buy through the company's direct sales team and sales partners.

En qué se apoya y qué podría romperlo

De qué depende el negocio

1A small number of customers account for substantial sales: one customer represented 26% of revenue (fiscal year ended December 31, 2025, high), and another represented 16% of revenue (fiscal year ended December 31, 2025, high).
2Arista relies primarily on Broadcom for switching chips, and some important components come from a limited number of suppliers or sole-source suppliers.
3Arista uses outside manufacturers to build most of its products. Its purchase obligations were $9.7 billion (June 30, 2026, high), including non-cancellable commitments for products and components.

Qué podría salir mal

1Large customers can change the timing or size of orders, and their purchases make up a substantial share of revenue. Arista says order timing can vary with customer spending plans, product deployments and testing.
2Shortages or delays in chips, memory and other components can hold up shipments or raise costs. Large purchase commitments also leave Arista exposed if customer demand or product requirements change.
3The networking market changes quickly. Customers may choose competing systems, including white-box equipment, or use alternatives such as InfiniBand or NVIDIA's NVLink for AI computing networks; Arista could lose sales if its products do not meet changing customer needs.

Estados financieros completos →

Sobre Arista Networks, Inc.

Sede: Santa Clara, California
Fundada en: 2004
Empleados: Approximately 5,115 (December 31, 2025, high)
Cotiza en: New York Stock Exchange
Cierre del ejercicio: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Cómo gana dinero

Compite con

Qué vende6

Quién se lo compra5

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre Arista Networks, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Computer Hardware

Grade rose recently in Technology

Cómo gana dinero

Compite con

Qué vende6

Quién se lo compra5

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre Arista Networks, Inc.

Keep exploring

The theme it is part of

Highest-graded in Computer Hardware

Grade rose recently in Technology

AI networking & optics

Arista Networks, Inc.

Crecimiento y caja — 5 de 5

Tendencia del negocio

Precio de la acción y calificación a lo largo del tiempo

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Cómo gana dinero

Compite con

Qué vende6

Quién se lo compra5

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre Arista Networks, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Computer Hardware

Grade rose recently in Technology

Cómo gana dinero

Compite con

Qué vende6

Quién se lo compra5

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre Arista Networks, Inc.

Keep exploring

The theme it is part of

Highest-graded in Computer Hardware

Grade rose recently in Technology

AI networking & optics

Arista Networks, Inc.

Rentabilidad pasada

Crecimiento y caja — 5 de 5

Tendencia del negocio

Precio de la acción y calificación a lo largo del tiempo