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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Arista Networks (ANET) is 9/10.
Arista surged to $2.71 billion in Q1 revenue growing 35.1% with EPS of $0.87 up 31.8% as AI networking leadership extended across scale-out and the emerging scale-across architecture that differentiated Arista's distributed AI fabric approach. Scale-across emerged as a new growth driver enabling AI workloads across geographically distributed data centers. Industry-wide supply chain constraints created a headwind to delivery though the demand backlog continued growing.
Scored from Arista Networks’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.93B | +25.3% | $0.62 | +29.2% | 63.8% | 41.4% | 41.5% | $1.02B |
| FY2025 Q1 | $2.00B | +27.6% | $0.64 | +28.0% | 63.7% | 42.8% | 40.6% | $613M |
| FY2025 Q2 | $2.20B | +30.4% | $0.70 | +34.6% | 65.2% | 44.7% | 40.3% | $1.18B |
| FY2025 Q3 | $2.31B | +27.5% | $0.67 | +15.5% | 64.6% | 42.4% | 37.0% | $1.24B |
| FY2025 Q4 | $2.49B | +28.9% | $0.75 | +21.0% | 62.9% | 41.5% | 38.4% | $1.22B |
| FY2026 Q1 | $2.71B | +35.1% | $0.80 | +25.0% | 61.9% | 42.7% | 37.8% | $1.64B |
| FY2026 Q2 | $3.04B | +37.7% | $0.95 | +35.7% | 62.9% | 45.4% | 40.0% | $2.69B |