SOVEREIGN RESEARCHBY PAVEL SOVEREIGN

PRIMARY EVIDENCE / VERIFIED

Arista Networks — Q2 2026

Original Source

Source Organization
Arista Networks
Document Type
ORIGINAL DISCLOSURE
Published At
2026-08-04
Reporting Period
Q2 2026
Created At
2026-10-05T08:52:37.355Z
Updated At
2026-10-06T16:10:17.901Z
Open original source

Key Numbers

NO VERIFIED NUMERIC EXTRACTION

Numeric categories remain separate.

Typed Source Statements

FACT

Q2 revenue was USD 3.036 billion; non-GAAP operating margin was 49.9%. Q3 non-GAAP operating margin guidance is 48–49%, not a realized outcome.

Financial highlights / outlook

Management Statements

NO VERIFIED MANAGEMENT STATEMENT

Source quotations require a locator.

Pavel Interpretation

NOT YET COMMITTED

Interpretations are recorded through committed judgments.

Affected Variables

Networking / Optical · Delivered Compute

Related Companies

Arista Networks

Evidence Tags

BASELINE INITIALIZATION · SOURCE REVIEW 2026-10-06