Arista Networks (ANET) is scheduled to report third-quarter earnings on Nov. 3, but the author says the key figures will be management's outlook for the fourth quarter of 2026. According to Yahoo Finance, Wall Street expects fourth-quarter revenue of $3.6 billion and EPS of $1.15, while second-quarter revenue reached $3.03 billion, up 37.7% year over year, with diluted EPS of $0.95. Arista typically gives revenue and margin guidance rather than an EPS forecast, so the author will watch whether its fourth-quarter revenue outlook exceeds $3.6 billion. The article notes Arista supplies high-speed networking gear for AI data centers, but faces competition from Nvidia and Cisco Systems and depends heavily on spending by major cloud companies.
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