Arista Networks, Inc.

ANET · NYSE · ·

比較

$197.34-4.6%11月13日終値

2026年9月30日までの数値（2026年11月4日提出の10-Qより）

1W: +15.5%
1M: +1.0%
3M

Arista Networks, Inc.（ANET）株——良い事業でしょうか？ — InspectStocks

Arista Networks, Inc.

ANET · NYSE · ·

比較

$197.34-4.6%11月13日終値

2026年9月30日までの数値（2026年11月4日提出の10-Qより）

1W: +15.5%
1M: +1.0%
3M

Just reported

Q3 2026 results

From Arista Networks's results release of 2026年11月3日; its quarterly report has since been filed.

Revenue
Actual
$3.66B
+58% y/y
+20% q/q
Guided
$3.3B
midpoint
Above guide+11%
EPS, GAAP
Actual
$1.22
+82% y/y
+28% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$1.64B
+68% y/y
+19% q/q
Guided
—
No guide given

Company outlook

Q4 2026

Revenue$3.9B – $4B+59% y/y First given
EPS, adjusted$1.26 – $1.30First 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.

どうやって稼いでいるか

Networking products86%
Support and services14%

売上構成比はthree months ended June 30, 2026の推計であり、提出された報告書の数字ではありません。

競合

何を売っているか6

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.

さらに3件を表示

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.

誰が買っているか5

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.

さらに2件を表示

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.

何に支えられ、何に崩されうるか

事業が頼っているもの

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.

うまくいかなくなる可能性

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.

財務諸表をすべて見る →

Arista Networks, Inc.について

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.

本社: Santa Clara, California
設立: 2004
従業員数: Approximately 5,115 (December 31, 2025, high)
上場市場: New York Stock Exchange
決算期: December 31

Arista Networks, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。

Just reported

Q3 2026 results

From Arista Networks's results release of 2026年11月3日; its quarterly report has since been filed.

Revenue
Actual
$3.66B
+58% y/y
+20% q/q
Guided
$3.3B
midpoint
Above guide+11%
EPS, GAAP
Actual
$1.22
+82% y/y
+28% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$1.64B
+68% y/y
+19% q/q
Guided
—
No guide given

Company outlook

Q4 2026

Revenue$3.9B – $4B+59% y/y First given
EPS, adjusted$1.26 – $1.30First 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 themes 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.

どうやって稼いでいるか

Networking products86%
Support and services14%

売上構成比はthree months ended June 30, 2026の推計であり、提出された報告書の数字ではありません。

競合

何を売っているか6

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.

さらに3件を表示

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.

誰が買っているか5

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.

さらに2件を表示

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.

何に支えられ、何に崩されうるか

事業が頼っているもの

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.

うまくいかなくなる可能性

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.

財務諸表をすべて見る →

Arista Networks, Inc.について

本社: Santa Clara, California
設立: 2004
従業員数: Approximately 5,115 (December 31, 2025, high)
上場市場: New York Stock Exchange
決算期: December 31

Arista Networks, Inc.

Arista Networks, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

どうやって稼いでいるか

競合

何を売っているか6

誰が買っているか5

何に支えられ、何に崩されうるか

事業が頼っているもの

うまくいかなくなる可能性

Arista Networks, Inc.について

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The themes it is part of

Highest-graded in Computer Hardware

Grade rose recently in Technology

どうやって稼いでいるか

競合

何を売っているか6

誰が買っているか5

何に支えられ、何に崩されうるか

事業が頼っているもの

うまくいかなくなる可能性

Arista Networks, Inc.について

Keep exploring

The themes it is part of

Highest-graded in Computer Hardware

Grade rose recently in Technology

AI networking & optics

成長と現金——5 項目中 5 項目

事業のトレンド

株価と評価の推移