Arista Networks (ANET) Q2 FY26 earnings call

Arista Networks delivered a record Q2 FY26, surpassing $3 billion in revenue, driven by strong AI and enterprise demand. The company significantly raised its full-year 2026 revenue guidance to $12.6 billion, reflecting improved supply chain execution and broad-based strength across product sectors. While industry-wide supply challenges are expected to continue, Arista's proactive measures and innovative AI fabric solutions position it for sustained growth in the AI super cycle.