Arista Networks Q3 FY26: where the revenue came from and where it went
The whole income statement of Arista Networks for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Jul 1 – Sep 30, 2026
- Reported
- Nov 4, 2026
Revenue$3.66B
+58% year over year
Gross profit$2.33B
64% margin
Operating profit$1.64B
45% margin
Net profit$1.56B
43% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 3.66 | 100% | +58% |
| Americas | 2.98 | 81% | +62% |
| EMEA | 0.38 | 11% | +60% |
| Asia Pacific | 0.30 | 8% | +31% |
| Cost of revenue | −1.33 | 36% | |
| Gross profit | 2.33 | 64% margin | −1pp |
| R&D | −0.49 | 13% | −1pp |
| Sales & marketing | −0.16 | 5% | −2pp |
| G&A | −0.04 | 1% | +0pp |
| Operating profit | 1.64 | 45% margin | +3pp |
| Other income, net | 0.27 | ||
| Tax | −0.36 | ||
| Net profit | 1.56 | 43% margin | +6pp |
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