### @ANET — Confirmed — from the Q1 2026 earnings call and quarterly filing
Yeah, no, Jensen - Q1 came in at $2.71 billion, up 35% year over year, above our $2.6 billion guide, right? We've since lifted the full-year view to roughly $11.5 billion and the AI networking target to $3.5 billion, more than doubling last year's pace. Demand's certainly there; shipments and acceptance timing will write their own quarters, that's the way to look at it.
- tier: Confirmed (✓)
- source: ANET / The quarter, and the twice-raised outlook
- receipt: https://ticker.thevixguy.com/p/p-day-20260718-anet-src-anet-q1-2026-quarter-conversation
- posted: 2026-07-18T16:07:47.042Z