Investing.com -- Arista Networks, Inc. (NYSE: ANET) reported second quarter results that exceeded analyst expectations and provided third quarter guidance well above consensus, sending shares up over 11% after the market opened on Wednesday. Revenue reached $3.04 billion, surpassing the consensus estimate of $2.83 billion and marking a 37.7% increase YoY from $2.20 billion in the second quarter of 2025. "As we deliver our first $3 billion quarter in Q2 2026, it is clear that our Arista 2.0 platform strategy is compelling," stated Jayshree Ullal, Chairperson and CEO of Arista Networks. CFO Chantelle Breithaupt noted that second quarter revenue increased 37.7% while adjusted EPS grew 39.7% compared to the prior year period. Related articlesArista Networks stock leaps on strong Q2 beat and raised outlookJPMorgan outlines ten strategic themes that could shape the outlook for 2026This sector is 'poised for a big, beautiful year': Truist