Arista Networks raises FY26 revenue view to $11.25B, consensus $10.9B

CEO Ullal says: “I think you would agree that 2025 has indeed been a memorable year, and we expect 2026 to be a fantastic one as well. We are amid an unprecedented networking demand with massive and growing TAM of 100 plus. Million. And so, despite all the news on the mounting supply chain allocation, rising costs of memory and silicon fabrication, we increase our 2026 guidance to 25% annual growth accelerating now to $11.25B.”