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Arista Networks

Hardware and software for cloud networking

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Overview

Company Historically Provides H-1B Sponsorship

Arista Networks builds high-performance cloud networking hardware and software for large data centers and cloud environments. Its product line includes spine-and-leaf switches and routers that form scalable data-center networks, combined with software for automation and visibility to simplify operations. The network gear is designed for hyperscale and I/O-intensive workloads, offering strong performance and power efficiency. Arista differentiates itself through a focus on scalable, energy-efficient hardware paired with software that improves automation and observability, serving cloud providers, enterprises, and financial institutions via direct sales, partners, and service contracts. The company's goal is to help customers deploy and manage scalable, efficient, and automated data-center networks that meet the demands of large-scale cloud workloads.

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About Arista Networks

Simplify's Rating
Why Arista Networks is rated
B+
Rated A on Competitive Edge
Rated A on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsHardwareEnterprise Software

Company Size

5,001-10,000

Company Stage

IPO

Headquarters

Santa Clara, CA

Founded

2004

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Simplify's take

What believers are saying

  • August 4, 2026 revenue guidance rose to $12.6 billion, up 40%.
  • AI networking revenue targets $3.5 billion in 2026; over 100 Etherlink customers now.
  • Q2 2026 revenue reached $3.04 billion, and supply visibility improved into 2027.

What critics are saying

  • Q2 2026 purchase commitments hit $9.7 billion, tying growth to scarce components.
  • CEO called the industry shortage a 2028 problem; missed parts crush 2027 shipments.
  • Microsoft and Meta still drive revenue concentration; one spending pause hits earnings hard.

What makes Arista Networks unique

  • Arista’s EOS and Etherlink AI fabric unify data-center, campus, and AI networking.
  • August 4, 2026 guidance shows software-driven execution, not commodity switching sales.
  • Microsoft and Meta have backed Arista for over a decade, validating enterprise trust.

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Funding

Total Funding

$243.5M

Above

Industry Average

Funded Over

3 Rounds

Notable Investors:
Greylock Partners
Post IPO Equity funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Equity Funding Comparison Coming Soon

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Performance Bonus
  • Company Equity

Stock Price

Growth & Insights and Company News

6 month growth

1%

1 year growth

0%

2 year growth

0%
Yahoo Finance
Nov 3rd, 2026
Arista Q3 revenue jumps 58.5% to $3.66B, beating guidance, as AI demand lifts profit

Arista Networks reported third-quarter 2026 revenue of $3.66 billion, up 58.5% from a year earlier and well above its $3.3 billion guidance. It was the company's fastest year-over-year growth since its IPO. Revenue rose 20.5% from the second quarter. Non-GAAP operating margin reached 49.1%, and non-GAAP diluted earnings per share were $1.20, against $0.77 a year earlier. Chief executive officer Jayshree Ullal pointed to strong momentum across customer sectors in the generative and agentic AI era. For the fourth quarter, Arista expects revenue of $3.9 billion to $4.0 billion and non-GAAP diluted earnings per share of $1.26 to $1.30. In September 2026, the company joined the S&P 100.

Yahoo Finance
Nov 3rd, 2026
Arista shares rise 3.5% to $169.93 ahead of earnings, with $3.3B revenue guidance in focus

Arista Networks shares rose 3.53% to $169.93 at 10:59 ET on November 3, as investors awaited third-quarter results after the market close. The cloud and AI networking equipment supplier holds its earnings call at 16:30 ET. The company's earlier outlook called for about $3.3 billion in revenue, an adjusted operating margin of 48% to 49%, and adjusted earnings of $1.06 to $1.08 per share. Against second-quarter revenue of $3.036 billion, that implies roughly 8.7% sequential growth. Arista trades at a price-to-earnings ratio of 53.57, so investors already expect strong earnings growth. The test is whether it can pair higher shipments with steady margins and give an outlook that supports continued AI infrastructure demand.

Yahoo Finance
Oct 23rd, 2026
Adobe vs Arista Networks: cheaper Adobe (10x forward P/E) tops Arista (45x) as 2026 buy

Adobe and Arista Networks offer investors opposite bets on AI: software against networking hardware. A Motley Fool analyst favours Adobe for 2026. Adobe's trailing-12-month revenue reached nearly $26 billion, up about 12%, with net income of roughly $7 billion. Arista's revenue was about $10.5 billion, up 33%, with net income near $4 billion. Arista is essentially debt-free but depends on a few large customers and on Broadcom as a supplier. Adobe trades at 10.4x forward earnings, against 44.8x for Arista. The analyst cites Adobe's more than 1 billion monthly active users, up over 20% year over year, as the reason to buy.

Yahoo Finance
Oct 22nd, 2026
Arista vs CrowdStrike: $10.5B revenue and 38% margin face off against faster-valued cybersecurity growth

Arista Networks and CrowdStrike offer different ways to bet on enterprise infrastructure, one in networking hardware and the other in cybersecurity software. A Motley Fool analyst favours CrowdStrike for long-term growth. Arista's trailing 12-month revenue reached $10.5 billion, up about 33%, with net income of $4 billion and free cash flow near $5.1 billion. CrowdStrike's revenue was nearly $5.4 billion, up about 24%, with net income of roughly $38 million and free cash flow near $1.6 billion. CrowdStrike trades at a forward price-to-earnings ratio of 182.0x, against 44.5x for Arista. Its price-to-sales ratio is 43.3x, against 21.9x. CrowdStrike expects annualised revenue to nearly double to $10 billion by 2030. Arista faces growing competition from Nvidia.

Yahoo Finance
Oct 21st, 2026
Arista vs Datadog: why Arista's $9B revenue and 39% margin win out in 2026

Arista Networks looks the better buy than Datadog in 2026, according to a comparison of the two cloud infrastructure companies. Arista, which sells switches and software for cloud data centres, posted fiscal 2025 revenue of nearly $9.0 billion, up about 28.6%. Net income was close to $3.5 billion, a net margin of roughly 39%, and free cash flow was about $4.3 billion. Datadog, a software platform that monitors cloud systems, had revenue of nearly $3.4 billion, up about 27.7%. Net income was about $107.7 million, a margin of 3.1%. Arista trades at a forward price-to-earnings ratio of 44.5x against Datadog's 102.7x. Their price-to-sales ratios are close, at 21.9x and 23.6x. Arista's risks include reliance on a few large customers and on Broadcom for silicon. Both firms report third-quarter results in early November.

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