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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($6.6B)

Data statis (memuat keuangan langsung…)

Product Revenue (80%)

Service Revenue (20%)

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Pelanggan Utama

Microsoft Corporation

Azure data center switches

Dampak: Critical — largest customer (~20%)

Meta Platforms

Data center networking infrastructure

Dampak: High — top-5 customer

Pesaing

Cisco Systems, Inc.

Enterprise and data center switching

Dampak: Primary competitive threat

Konteks makro dan pasar

IT / 소프트웨어Berita sektor

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

Katalis mendatang

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

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Info Perusahaan

Kantor Pusat

Santa Clara, California, USA

Didirikan

2004

Karyawan

4,500+

Situs Web

arista.com

Gambaran umum sektor — IT / 소프트웨어

Berita sektor