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Arista Networks Shares Fall Amid Soft Second-Quarter Revenue Outlook

Arista Networks (ANET) shares fell early Wednesday after the cloud networking company issued a second-quarter revenue outlook slightly below market estimates, even though it recorded better-than-expected results in the prior three-month period.The firm anticipates revenue of $2.8 billion for the ongoing quarter, it said late Tuesday, while the current consensus on FactSet is for $2.82 billion. Adjusted earnings are pegged at $0.88 a share, in line with the Street's estimates.The stock fell 9% in the most recent premarket activity.For the quarter ended March, Arista's revenue jumped 35% year over year to $2.71 billion, surpassing the average analyst estimate of $2.62 billion. "Growth was seen across the customer sectors, led by our (artificial intelligence) and specialty providers customers within the quarter," Chief Financial Officer Chantelle Breithaupt said during an earnings call, according to a FactSet transcript.Product sales increased to $2.31 billion from $1.69 billion, while service revenue rose to $397.7 million from $312.3 million. International revenue accounted for about 16% of the overall topline, down from 21% in the previous three-month period, mainly influenced by US sales to its large global customers, according to Breithaupt.Adjusted EPS grew to $0.87 from $0.66 last year, ahead of the Street's view for $0.81.For full-year 2026, Arista now expects revenue of $11.5 billion, representing annual growth of about 28%, compared with its previous projections for a 25% increase. The Street is looking for $11.53 billion.The company is facing industry-wide shortages of wafers and silicon chips, along with higher procurement costs, Chief Executive Jayshree Ullal told analysts on the call. The firm is hopeful that the supply chain will ease in "the next year or two," while its operations team is working with vendors to strengthen supply agreements and engage in multi-year purchase commitments, according to Ullal."We anticipate gross margin pressure due to mix and trade-offs we are making to pay more to assure supply continuity to our customers," Ullal said.

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