AI and cloud data-center networking
Main growth engine. Q2 2026 revenue rose 37.7% year on year to $3.04 billion.
The numbers
What it is
High-speed Ethernet switches and routers for GPU clusters and cloud data centers, sold mainly to a small group of large cloud and AI operators. Arista describes this as its core business: AI, cloud and data-center networking.
Why it matters to the stock. This is where most of Arista's recent growth comes from. Revenue from a small number of large customers makes quarterly results sensitive to their buying timing.
News
Arista unveils open Ethernet rack-scale AI portfolio with 144 accelerators per rack
Arista announced an open Ethernet rack-scale portfolio for scale-up and scale-out AI networks, with liquid-cooled racks that hold up to 144 accelerators each and up to 1,024 across racks.
Arista Q2 2026 revenue hits $3.04 billion, up 37.7%; Q3 guidance tops estimates
Arista reported second-quarter 2026 revenue of $3,035.7 million, up 37.7% from a year earlier and 12.1% from the first quarter, .
Arista unveils 1.6T 7060XE7 switch portfolio for AI fabrics with Meta, Microsoft and Oracle
Arista introduced a 1.6 terabit-per-port switch portfolio for AI fabrics, covering air-cooled 64-port rack switches, a liquid-cooled 2OU platform and a 128-port 800G system.
Arista Q1 2026 revenue rises 35% to $2.71 billion, but Q2 margin guide is lower
Arista reported first-quarter 2026 revenue of $2.709 billion, up 35.1% year on year, with non-GAAP EPS of $0.87 and operating cash flow of $1.69 billion.
Arista launches XPO multi-source agreement for 12.8 Tbps liquid-cooled optics
Arista announced a multi-source agreement (MSA) for XPO, a 64-channel pluggable optics module rated at 12.8 Tbps with an integrated cold plate.
Arista closes 2025 with $2.49 billion Q4 revenue and sets a $2.6 billion Q1 target
Arista reported fourth-quarter 2025 revenue of $2.488 billion, up 28.9% from a year earlier, and non-GAAP diluted EPS of $0.82.