Arista Networks just crossed a threshold that tells you everything about where the real money in AI is going. The company posted $3.036 billion in quarterly revenue for Q2 2026, its first quarter ever above $3 billion, representing a 37.7% jump year-over-year.
That figure beat the company’s own guidance of $2.8 billion by a comfortable margin. EPS came in at $1.02, also topping analyst expectations.
The AI networking trade is getting louder
Arista credited growing demand for AI networking infrastructure across both hyperscale cloud providers and enterprise clients.
Arista’s Etherlink customer base has expanded to over 100 customers, up from just 4-5 customers back in 2024.
