Arista Networks
Arista Networks provides data-driven, client-to-cloud networking solutions for large-scale AI, data center, campus, and routing environments. The company leverages its proprietary Extensible Operating System (EOS) and best-of-breed merchant silicon to deliver high-performance, programmable, and reliable network architectures. Its value proposition centers on reducing operational complexity through automation, analytics, and open standards-based technology.
Financials
Based on Q1 2026 filing
Revenue
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Core (Data Center, Cloud and AI Networking)
primaryHigh-performance switching and routing platforms designed for massive scale, low latency, and lossless interconnectivity in cloud and AI environments.
R-series, X-series, Etherlink, 7000 Series Switches
Cloud Titans, AI Titans, Specialty AI Neoclouds, Service Providers
Cognitive Adjacencies (Campus and Routing)
majorNetworking solutions for the redefined enterprise campus, including wired and wireless access points and cloud-grade routing for hybrid work environments.
Campus Spine Switches, PoE Leaf Switches, Wi-Fi Access Points, Enterprise WAN products
Financial Services, Healthcare, Government Agencies, Education
Cognitive Network (Software and Services)
moderateA suite of software applications and subscription services providing network operating systems, management planes, and AI-assisted security and observability.
Arista EOS, CloudVision, Arista Autonomous Virtual Assist (AVA), Network Detection and Response (NDR) sensors
Enterprise IT Departments, Network Operators, Security Administrators
Business Overview
Competitive Position
A market leader in high-speed Ethernet switching (100G and above) and data center port shipments, positioned as a modern alternative to legacy proprietary networking vendors.
Geographies
Global
Customer Segments
Hyperscale Cloud Providers, Enterprise, Public Sector, Service Providers
Upstream Dependencies
Merchant silicon manufacturers, Contract manufacturers, Component suppliers (optical transceivers, power supplies)
Downstream Customers
Hyperscale data center operators, Enterprise IT organizations, Managed service providers, Governmental entities
Competitors & Partners
Competitors
Partners
Meta Platforms, Inc.
META
Major end customer accounting for more than 10% of total revenue.
Microsoft
MSFT
Major end customer accounting for more than 10% of total revenue.
Broadcom Inc.
AVGO
Key provider of merchant silicon used in Arista platforms.
Intel
INTC
Provider of processors and silicon components.
Nvidia
NVDA
Collaborator in AI networking and GPU interconnectivity.
Subsidiaries
Awake Security
Acquired entity providing Network Detection and Response (NDR) capabilities.
Untangle
Acquired entity providing edge threat management and security.
Mojo Networks
Acquired entity providing cognitive Wi-Fi and campus networking solutions.
Arista Networks FAQ
Common questions about Arista Networks
Arista Networks provides data-driven, client-to-cloud networking solutions for large-scale AI, data center, campus, and routing environments. The company leverages its proprietary Extensible Operating System (EOS) and best-of-breed merchant silicon to deliver high-performance, programmable, and reliable network architectures. Its value proposition centers on reducing operational complexity through automation, analytics, and open standards-based technology.
Arista Networks (ANET) has a market capitalization of $193.95B and trades on NYSE.
Arista Networks generated $9.7B in trailing twelve-month revenue with net income of $3.7B, representing a net margin of 38.3%. Gross margin stands at 63.5%, with free cash flow of $5.3B. These figures are based on the Q1 2026 filing.
Arista Networks's key competitors include Cisco Systems, Hewlett Packard Enterprise, Palo Alto Networks, Inc. Common Stock, and others. These companies compete in similar markets and product categories.
Arista Networks has approximately 4,023 employees.