Arista Networks, Inc.

ANETleader

Arista Networks is a leading provider of cloud networking solutions, with its high-speed Ethernet switches forming the backbone of the world's largest hyperscale data centers.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($6.6B)

Datos estáticos (cargando finanzas en tiempo real…)

Product Revenue (80%)

Service Revenue (20%)

Composición de segmentos y clientes principales

Detalles del producto

Cloud Networking Switches65%

High-performance 400G/800G Ethernet switches for hyperscale data centers

CloudVision Platform20%

Network automation, telemetry, and orchestration software

Campus Networking15%

Wi-Fi, cognitive campus switches, and edge solutions

Relaciones en la Cadena de Suministro

Clientes Clave

Microsoft Corporation

Azure data center switches

Impacto: Critical — largest customer (~20%)

Meta Platforms

Data center networking infrastructure

Impacto: High — top-5 customer

Competidores

Cisco Systems, Inc.

Enterprise and data center switching

Impacto: Primary competitive threat

Contexto macro y de mercado

IT / 소프트웨어Noticias del sector

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Próximos catalizadores

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

Últimas noticias

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Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de Arista Networks, Inc. impulsado por IA.

Información de la Empresa

Sede Central

Santa Clara, California, USA

Fundación

2004

Empleados

4,500+

Sitio Web

arista.com

Estado del sector — IT / 소프트웨어

Noticias del sector