Arista Networks to Report Q3 Results Nov. 3
Data-center operators and networking buyers get a dated read on demand, measured against guidance of about $3.3 billion in revenue.
Updated on Nov. 2, 2026 in Public Companies
Arista Networks will release its third-quarter 2026 results after market close on November 3, 2026, with a results call at 4:30 p.m. ET. The company has guided third-quarter revenue to about $3.3 billion, a figure investors and network-equipment peers will weigh closely.
Why it matters
The quarter ends September 30, and the release gives operators and suppliers a read on demand for data-center and cloud networking gear. Arista's second-quarter growth of 37.7% year over year is the benchmark its guidance will be measured against.
Arista guided third-quarter revenue to about $3.3 billion, up from $3.0357 billion in the second quarter, and Q2 revenue grew 37.7% year over year. The company's Q2 non-GAAP diluted EPS was $1.02 and its non-GAAP operating margin was 49.9%, the baseline for the 48% to 49% margin it now projects.
The players
Arista Networks
A network-switching and cloud-networking equipment maker whose high-speed Ethernet switches serve data centers and cloud providers.
The details
Arista's non-GAAP figures exclude stock-based compensation, intangible-asset amortization, and certain tax effects, which is why the company reports both non-GAAP and GAAP earnings. In Q2 that produced non-GAAP diluted EPS of $1.02 against GAAP diluted EPS of $0.95. Arista did not reconcile its forward non-GAAP outlook to GAAP because some excluded items are hard to predict, so operators comparing guidance to reported results should expect the two measures to diverge.
Timeline
September 30, 2026: Third quarter 2026 ends.
November 3, 2026: Arista releases Q3 2026 results after market close.
November 3, 2026, 4:30 p.m. ET: Results conference call begins.
Market Landscape
Arista's Q2 growth of 37.7% year over year sets the pace its Q3 guidance extends, so the November 3 release tests whether that trajectory continues. Operators tracking cloud-networking spend will read the release as one indicator of demand in the data-center equipment segment.
Procurement and finance teams that buy or track networking equipment should note the guided Q3 margin range of 48% to 49%, down from 49.9% in Q2. Operators should treat the non-GAAP figures as the company's preferred view and compare them against GAAP results before drawing conclusions about cost trends.
The takeaway
Calendar November 3, 2026 and read the release alongside the call to see whether revenue lands near the $3.3 billion guidance. Track the gap between non-GAAP and GAAP EPS, since the company did not reconcile its forward outlook.
What happens next
Arista Networks releases its third-quarter 2026 results after market close on November 3, 2026, with the results call at 4:30 p.m. ET that day. Operators can compare the reported figures against the $3.3 billion revenue and 48% to 49% margin guidance.
Further reading
For context on how companies like this report results to investors, see the Public Companies section.
