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Arista Networks

Hardware and software for cloud networking

Hardware Technical Program Manager - Hardware, Pel

Full-Time
$130k - $200k/yr+ Bonus + Equity
Expert
Bachelor's, Master's, MBA
Roseville, CA, USA
In Person
Project & Program ManagementProgram Management
Company Historically Provides H1B Sponsorship

About the job

Requirements
  • 10+ years of New Product Introduction hardware engineering and leadership experience.
  • Experience with design engineering, New Product Introduction, and manufacturing for rack-mounted data center or enterprise equipment.
  • Experience working with electrical, mechanical, software, diagnostics, test, and manufacturing engineering team members.
  • Exceptional project management skills.
  • Excellent verbal and written communication and organizational skills.
  • Significant working knowledge of hardware development.
  • A proven track record of managing hardware projects and delivering on time.
  • Demonstrated ability to take initiative and define, document, and implement new processes.
  • Experience interfacing with product management, internal cross-functional engineering teams, and sub-tier suppliers.
  • Ability to simplify complex topics for non-technical audiences and prepare summaries for executives and stakeholders.
  • A bachelor's degree in mechanical, electrical, or industrial engineering, or equivalent experience.
Responsibilities
  • Create statements of work and product requirement documents for complex technical programs.
  • Own and facilitate weekly cross-functional engineering team meetings.
  • Interface with key customers and strategic partners to develop program plans, including schedules, milestone deliverables, prototype allocations, and feature sets.
  • Lead cross-functional teams spanning hardware, software, central, diagnostics, manufacturing, product management, ODM/JDM partners, and customer support to deliver products to market.
  • Track and report cross-functional design engineering validation and qualification status, and identify and resolve concerns before they affect programs.
  • Create a master schedule connecting key cross-functional deliverables defined by the product development lifecycle and keep the team on track for program milestones.
  • Lead program design review and bug scrub meetings.
  • Drive, coordinate, and monitor engineering programs, including scheduling, planning, product and project cost analysis, and milestone checkpoint reviews.
  • Drive cross-functional issue resolution by identifying issues, assigning owners, tracking them to closure, and escalating issues to appropriate functional leaders.
  • Facilitate the engineering portion of phase gate review meetings.
Desired Qualifications
  • A master's degree or Master of Business Administration.
  • Project Management Professional certification.

About the company

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.

Company Size

5,001-10,000

Company Stage

IPO

Headquarters

Santa Clara, California

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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Benefits

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

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
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.

Yahoo Finance
Oct 20th, 2026
Arista Networks stock falls 18% from record despite no miss; model sees ~$463 target by 2030

Arista Networks shares fell 18.34% in five sessions, from a record close of $216.74 on October 9, 2026, to $176.98 on October 16. The company reported no miss and cut no guidance. Reuters tied the selling to doubts that debt-funded AI infrastructure firms can earn enough to cover their borrowing. Arista held $13,343.3 million in cash and marketable securities and no debt as of June 30, 2026. Its exposure runs through customers, such as neocloud providers, rather than its balance sheet. The stock rebounded 3.37% to $182.95 on October 19. Its forward price-to-earnings ratio dropped to 38.05x from 43.83x on September 30. The next test is November 3, when Arista reports. The Street expects about $3.6 billion in fourth-quarter revenue.

Yahoo Finance
Oct 19th, 2026
Arista earnings on November 3: Q4 guidance above $3.6B could send the stock soaring

Arista Networks will report third-quarter earnings on November 3, and investors will watch its fourth-quarter outlook most closely. Wall Street expects fourth-quarter revenue of $3.6 billion and earnings of $1.15 per share. The AI networking company makes Ethernet switches that move data between processors in large AI data centres. Analysts expect third-quarter revenue of $3.33 billion and earnings of $1.08 per share, in line with Arista's own forecast of about $3.3 billion. In the second quarter, revenue rose 37.7% from a year earlier to $3.03 billion. Earnings per share were $0.95, up from $0.70. Nvidia and Cisco Systems also compete in AI networking, and Arista relies heavily on spending by major cloud companies.

Yahoo Finance
Oct 17th, 2026
Arista's 45.4% operating margin dwarfs Vertiv's 19.5%, but Vertiv trades at a lower cash-flow multiple

Arista Networks and Vertiv Holdings both gain as AI data centres come online, but Arista keeps far more of each sales dollar as profit. Arista supplies data-centre networking; Vertiv supplies power and cooling. Arista's second-quarter revenue was $3.036 billion, up 37.7%, with a 45.4% GAAP operating margin. Vertiv reported $3.274 billion in sales, up 24% (18% organic), with a 19.5% GAAP operating margin. A five-point margin drop at constant revenue would cut Arista's operating profit 11.0% and Vertiv's 25.6%. Arista's cushion costs more. Trailing cash-flow multiples were about 45 for Arista and 28 for Vertiv. Vertiv's adjusted free cash flow reached $925 million, helped by favourable working-capital timing.