{
  "id": 18025940,
  "title": "Arista Revenue Up 58% as Q4 Outlook Slows: Rapid Earnings Reaction",
  "url": "https://urgent.news/2026/11/03/arista-revenue-up-58-as-q4-outlook-slows-rapid-earnings-reaction",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-11-03T21:32:44.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/11/03/arista-revenue-up-58-as-q4-outlook-slows-rapid-ear/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "Arista Networks reported a steep rise in third-quarter revenue, up 58.5% to $3.66 billion, surpassing its $3.3 billion forecast. After-hours trading saw shares climb by around 8%. While Q3 grew 20.5% compared to Q2, the company's Q4 outlook of $3.9 billion to $4.0 billion suggests a significant slowdown, with growth expected to increase by only 7% to 9%. Gross margin is deteriorating due to a shift in revenue mix towards product sales, which earn less than services. Product sales now account for 87% of revenue. Operating margin remains robust as operating expenses grew at a slower pace than sales. The earnings release presents no gross margin forecast, and non-GAAP earnings per share benefit from a $134.5 million gain from strategic investments. Investors should monitor whether Q4 revenue meets or exceeds the $3.9 billion to $4.0 billion guide and whether gross margin stabilizes as product sales continue to expand.",
  "summary": "Arista's own forecast for next quarter calls for far smaller gains than this one delivered. We look at which parts of the profit picture hold up.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Nasdaq Markets",
        "title": "Arista Revenue Up 58% as Q4 Outlook Slows: Rapid Earnings Reaction",
        "url": "https://urgent.news/2026/11/03/arista-revenue-up-58-as-q4-outlook-slows-rapid-earnings-reaction-18027130",
        "published": "2026-11-03T21:52:44.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}