Arista Q3: Q4 guide beats consensus by ~10% but implies ~8% sequential growth vs 20.5% in Q3
Arista Networks (ANET) reported Q3 after the close Tuesday: revenue up 58.5% to $3.66B (its fastest growth since the 2014 IPO) and a Q4 guide of $3.9B to $4.0B vs $3.6B expected.
The $3.95B midpoint beats the Street by about 10%. It also implies ~8% sequential growth after 20.5% in Q3. Both things are true and the stock is reacting to the first one. Not financial advice.
https://www.arista.com/en/company/news/press-release/25025-pr-20261103
Sources: Investing.com: EPS $1.20 vs $1.08 est, revenue $3.66B vs $3.33B est, Q4 guide vs $3.6B consensus · MarketWatch: profit $1.56B vs $853M, revenue $3.66B vs $2.31B a year ago · X story: Arista Networks Crushes Q3 Earnings on AI Networking Boom
Not financial advice. For informational and educational purposes only.
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