Supply Chain Manager
About the job
- A bachelor's degree is required; a degree in supply chain, business, economics, or finance is preferred.
- At least 10 years of progressive supply chain operations experience is required; liquid cooling material management experience in a high-tech operations environment is preferred.
- At least 5 years of original equipment manufacturer experience is preferred.
- Experience in program management, communication, negotiating, and influencing, with a track record of achieving solid business results, is required.
- Ability to work in a dynamic, ambiguous, fast-paced environment is required.
- Strong data management skills, including compiling and analyzing large datasets in Excel, are required.
- Experience working as part of a global, cross-functional team across Asia, North America, and Europe time zones is required, as is occasional availability outside standard local business hours.
- Strong relationship management skills are required.
- Candidates must have legal work rights in the country where based.
- Represent the Supply Chain contract manufacturer management team to lead or co-lead contract manufacturer bring-up projects.
- Develop and implement metrics with the contract manufacturer to ensure accountability and identify performance improvement opportunities.
- Communicate with critical stakeholders and coordinate and align with the contract manufacturer to support the build plan.
- Partner with the contract manufacturer, component suppliers, and Global Supplier Management managers to resolve identified material issues by finding root causes and managing corrective or recovery actions.
- Allocate short-supply components to maximize revenue, minimize impacts to key performance indicators, and minimize customer escalations.
- Issue requests for quotation, perform competitive cost analysis, and negotiate costs with component suppliers, distributors, and contract manufacturers.
- Ensure costs are competitive while meeting quality and delivery goals.
- Oversee excess and obsolete activity from contract manufacturers, recommend critical courses of action to management, and lead efforts to mitigate company liability.
- Support business-critical events such as cycle counts, physical inventory, and quarter ends; this may occasionally require weekend and holiday work.
- Travel approximately 10% of the year.
- Liquid cooling material management experience in a high-tech operations environment.
- At least 5 years of original equipment manufacturer experience.
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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6 month growth
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0%Arista Networks (ANET), which sells network switches, has beaten the S&P 500 for five straight years. Only 10 of the 484 index members with five years of price data did the same. Chance alone would produce about five such stocks, so luck explains some of the streak. Arista's results suggest more than luck: net income rose in every year, up 416% over the period, while the share price gained 852%. Revenue rose 37.7% year on year in the second quarter of fiscal 2026. Management raised its full-year revenue growth outlook to 40%. Net income growth slowed to 20% in the latest twelve months, from 26% the year before. Arista reports third-quarter results on November 3, 2026.
Arista Networks (NYSE:ANET) unveiled an Ethernet push deeper into AI computing, but its shares fell about 2.7% to $211.01 on October 12. The move aims to let customers connect AI chips without locking their infrastructure into one supplier's proprietary network. The company's Etherlink SU-144 architecture supports 144 accelerators over a single-hop network and up to 1,024 across racks. Its liquid-cooled 7060XE7 switches deliver 102.4 terabits per second each, and next-generation optics could lift rack bandwidth from 1.6 to 6.5 petabits per second. At $211.01, the stock sits 24.87% above GuruFocus's GF Value estimate of $168.98. The announcement disclosed no orders, pricing, or shipment volumes.
Arista Networks unveiled an open Ethernet portfolio designed to connect accelerators within racks and across AI clusters, aiming to reduce networking bottlenecks that can leave AI chips idle. Shares rose nearly 2% to $215.60 on Friday. The Etherlink SU-144 architecture connects 144 accelerators in one hop and supports up to 1,024 across racks. The liquid-cooled 7060XE7 switch delivers 102.4 terabits per second of capacity. Arista claims future optics could increase rack bandwidth from 1.6 to 6.5 petabits per second and reduce data-centre footprint by nearly half. However, the announcement includes no orders, pricing, or shipment timeline. Shares currently trade 28.06% above their GF Value estimate of $168.36, leaving limited margin for execution missteps.
Arista Networks' shares have risen over 57% in 2026 as AI infrastructure demand creates networking bottlenecks. Goldman Sachs expects optical networking revenue to jump more than tenfold between 2026 and 2028. The company now has over 100 customers using its Etherlink AI networking fabric, up from 4-5 in 2024. Arista expects to generate at least $3.5 billion from AI networking customers this year, representing roughly 27% of its anticipated $12.7 billion revenue. The firm's purchase commitments surged to $9.7 billion in Q2 from $3.6 billion year-over-year. Second-quarter revenue increased 38% to $3.04 billion, with Q3 estimates pointing to 43% growth. The global Ethernet switch market grew 43% in Q2 to $18.9 billion, according to IDC.
Arista Networks trades near $188, roughly its pre-August level before the company raised its 2026 revenue outlook for the third time. The market initially priced in that forecast with a 6.7% share rise following the 4 August report, but has since returned most of those gains. Management increased its 2026 revenue outlook to $12.6 billion from $11.5 billion in May, projecting 40% growth. The raise stems from improved supply chain conditions. Multiyear purchase commitments nearly tripled to $9.7 billion at Q2 2026 end. However, gross margin fell to 63.4% in Q2 2026 from 65.6% year-over-year. Management expects rising memory and silicon costs, maintaining its 2026 gross margin guidance between 62% and 64%. The CEO warned the industry's component shortage remains a two-year problem lasting until 2028.