Chantelle Breithaupt

Senior Vice President & Chief Financial Officer, Arista Networks

Search every verified Chantelle Breithaupt interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Chantelle Breithaupt, Senior Vice President and Chief Financial Officer at Arista Networks, discussed the company’s second-quarter fiscal 2026 results during an earnings call on August 4, 2026. She reported total revenues of just over $3 billion, a 37.7% year-over-year increase, which exceeded the company’s guidance of $2.8 billion, and noted that this growth was driven by AI and enterprise customers. She also highlighted that international revenues rose to $697.88 million, or 23% of total revenue, up from 15.5% in the prior quarter, attributing the increase to strong organic growth across international regions. Breithaupt stated that Arista was raising its fiscal 2026 revenue growth outlook to 40%, equating to approximately $12.6 billion, with campus revenue goals of at least $1.25 billion and AI fabrics goals of at least $3.5 billion. She maintained the fiscal year gross margin range of 62–64%, citing anticipated supply chain cost increases for memory and silicon, and raised the fiscal 2026 operating margin target. During the call, she also addressed supply chain challenges, noting that the industry faces a two-year problem that may persist until 2028, but expressed confidence in Arista’s specific steps taken in the first half of the year to yield results in the back half.