# Supermicro and Arista Networks Crush Wall Street Expectations

> Supermicro and Arista Networks beat Wall Street expectations with AI infrastructure growth.
- Title: Supermicro and Arista Networks Crush Wall Street Expectations
- Summary: Supermicro and Arista Networks beat Wall Street expectations with AI infrastructure growth. Supermicro and Arista Networks reported strong quarterly…
- Keywords: supermicro, arista networks, ai infrastructure, revenue growth, quarterly earnings, data center, server sales, networking equipment, enterprise, SiliconANGLE
- Source: SiliconANGLE — https://siliconangle.com/2026/11/03/supermicro-and-arista-networks-crush-wall-streets-expectations-as-ai-infrastructure-wins-again
- Author: Mike Wheatley
- Published: 2026-11-04T02:27:21+00:00
- Read time: 1 min
- Topics: supermicro, arista networks, ai infrastructure, revenue growth, quarterly earnings, data center, server sales, networking equipment, technology, enterprise
## Supermicro and Arista Networks Beat Wall Street
Supermicro and Arista Networks both exceeded Wall Street expectations with strong quarterly results.
## Supermicro's 298% Sales Surge
Supermicro reported sales of $19.95 billion, a 298% increase from the previous year.
## Supermicro Earnings Beat
Supermicro earned $1.81 per share, surpassing Wall Street's $1.23 target.
## Arista's 58% Revenue Growth
Arista delivered $3.66 billion in revenue, up 58% year-over-year.
## Arista Earnings Beat
Arista earned $1.20 per share, exceeding Wall Street's $1.08 target.
## Supermicro's Strong Gross Margin
Supermicro's gross margin rose to 12.8%, up from 9.3% the previous year.
## Arista's Guidance for Growth
Arista expects 59% revenue growth to $3.95 billion in the next quarter.
## Key takeaway

Supermicro and Arista Networks reported strong quarterly earnings, with Supermicro's sales up 298% and Arista's revenue growing 58% year-over-year.