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Arista Networks Raises Revenue Guidance to 40% Growth at Citi TMT Conference

Arista Networks logoArista Networks
Sig1.65Sen+4.20Env0.00Soc0.00Gov0.00

Discussion at Citi’s 2026 Global TMT Conference focused on Arista’s strong growth despite rising product deferred revenue tied to complex AI use cases. Arista has guided to 40% revenue growth and raised revenue guidance to 40%, citing $12.6 billion. The session emphasized how to think about growth when deferred revenue increases alongside reported revenue.

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