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Arista Networks and IBM Quarterly Revenue Compared for June 2025 and June 2026

Arista Networks logoArista Networks
Sig1.99Sen+4.20Env0.00Soc0.00Gov+0.60
IBM logoIBM
Sig1.85Sen+0.70Env0.00Soc0.00Gov+0.50

Arista Networks and International Business Machines are compared on quarterly revenue and related performance. Arista reported $3.0 billion for the quarter ended June 30, 2026, up from $2.2 billion for the quarter ended June 30, 2025, and also posted a 45% operating margin. The article ties Arista’s position to AI data-center infrastructure demand and summer 2026 hardware and security expansion.

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