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Moby summary of Arista Networks, Inc.'s Q1 2026 earnings call

Futures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.

With me on today's call are Jayshree Ullal, Arista Networks, Inc. Chairperson and Chief Executive Officer, and Chantelle Breithaupt, Arista's Chief Financial Officer. This afternoon, Arista Networks, Inc. issued a press release announcing its fiscal first quarter results for the period ending 03/31/2026. During the course of this conference call, Arista Networks, Inc. management will make forward-looking statements, including those relating to our financial outlook for the second quarter of the 2026 fiscal year, longer-term business model and financial outlooks for 2026 and beyond, our total addressable market and strategy by addressing these market opportunities, including AI, inventory management, lead times, and product innovation, which are subject to the risks and uncertainties that we discussed in detail in our documents filed with the SEC, specifically in our most recent Form 10-Q and Form 10-K, and which could cause actual results to differ materially from those anticipated by these statements.

Investing.com -- Arista Networks reported a 35% jump in first quarter revenue helped surging demand for AI networking equipment.

Arista Networks (ANET) delivered earnings and revenue surprises of +7.74% and +3.48%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

The Nasdaq hit new highs Tuesday. AI plays AMD, Astera Labs, Lumentum and Arista were earnings movers late.

Arista stock fell amid first quarter earnings and revenue that topped estimates while guidance met expectations.

It's something special to have a perfect earnings surprise track record for five years.

Stocks were back near their highest levels on record after Wall Street turned its attention away from Iran and back to earnings season. The Dow rose 305 points, or 0.6%. The S&P 500 was up 0.7%. The Nasdaq was up 0.

US equity futures were trending higher on Tuesday as traders await a fresh batch of corporate earnin

Taboola.com heads into Q1 earnings with Realize-driven growth, rising revenue expectations and strong momentum, but FX headwinds and higher costs cloud the outlook.

DASH Q1 performance is likely to have benefited from strong order growth and rising GOV, but mounting competition and costs may weigh on results.

SWKS will report fiscal Q2 results on May 5, with revenue guidance between $875M and 925M. Non-GAAP EPS expected to be $1.40 at the midpoint.

NVTS heads into Q1 earnings with a steep revenue decline expected, as AI-driven GaN and SiC demand competes with pressure from its mobile market exit.

FTNT heads into Q1 earnings with steady growth forecasts, strong SASE momentum and macro risks that can temper upside.

PAYC to report Q1 results on May 6, with EPS seen up 4.6% and revenues up 7% as AI tools like IWant collide with macro headwinds.

MSI reports Q1 May 7; StreamCaster MINI 5200 and AI Assist Suites could help drive revenue growth across both segments.

AI stocks are seeing leadership shift as Google storms ahead, Nvidia wavers, software lags and key earnings loom.

We have Palantir, Advanced Micro Devices, Coinbase, Coreweave, Arista Networks, Arm Holdings, Shopify and Uber Technologies all reporting in what shapes as a busy and pivotal week for stocks.

(Updates to add more information on the headline) US equity investors will look out for Iran endi

US equity investors will look out for Iran ending its ceasefire agreement with Washington if the US

SNAP heads into Q1 earnings with a solid revenue growth outlook, but user softness, cost pressures and regulatory hurdles cloud the near-term picture.

AAPL beat fiscal Q2 expectations as iPhone 17 drives a March-quarter record; China surges, buybacks expand, and a CEO transition is set for Sept. 1.

UPST heads into Q1 earnings with revenue and EPS growth expected as investors watch funding momentum and newer loan verticals.

RDDT tops Q1 estimates as revenues jump 69% and ad growth surges, sending shares higher while strong user growth and margins highlight monetization momentum.

TEAM crushes Q3 estimates with 80% EPS surge and strong revenue growth, fueled by cloud expansion, AI adoption and rising subscription momentum.

WCC International posts strong Q1 with earnings surge, robust data center growth, and raises 2026 outlook on solid sales momentum.