기업 정보 불러오는 중
Just reported
Q3 2026 results
From Arista Networks's results release of 2026년 11월 3일; its quarterly report has since been filed.
Revenue
Actual
US$3.66B
+58% y/y
+20% q/qGuided
US$3.3B
midpoint
Above guide+11%EPS, GAAP
Actual
US$1.22
+82% y/y
+28% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$1.64B
+68% y/y
+19% q/qGuided
—
No guide given
Company outlook
Q4 2026
- RevenueUS$3.9B – US$4B+59% y/y First given
- EPS, adjustedUS$1.26 – US$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.
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.
All 35 graded companies in its industry
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026년 10월 22일BAGraded B, now A
IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Networking products86%
- Support and services14%
매출 비중은 three months ended June 30, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가6
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.
3개 더 보기
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.
누가 사는가5
- 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.
2개 더 보기
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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.
Arista Networks, Inc. 소개
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.
- 본사
- Santa Clara, California
- 설립
- 2004
- 임직원 수
- Approximately 5,115 (December 31, 2025, high)
- 상장 시장
- New York Stock Exchange
- 회계연도 종료
- December 31
Arista Networks, Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.