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Arista Networks vs. IBM: Comparing Quarterly Revenue Trends Between These Artificial Intelligence Giants

Arista has posted eight straight quarters of revenue gains, while IBM swings between peaks and valleys.

Arista Networks vs. IBM: Comparing Quarterly Revenue Trends Between These Artificial Intelligence Giants

Published September 6, 2026 · Category: Finance

Overview

Arista Networks (NYSE:ANET) primarily generates its operating income by designing advanced cloud networking solutions, delivering specialized high-performance switching hardware, and providing extensive post-contract technical support to major internet companies and global financial services organizations.

While launching new hardware platforms for data centers and simultaneously expanding its enterprise security portfolio during the summer of 2026, it reported a 45% operating margin for the quarter ended June 30, 2026.

Details

International Business Machines (NYSE:IBM) earns a majority of its incoming cash by supplying complex hybrid cloud software ecosystems, developing enterprise server infrastructure, and delivering specialized business transformation consulting services to clients across the globe.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.