Business Description

Arista Networks Inc. is a technology company that provides data-driven, client-to-cloud networking solutions for data centers, AI clusters, and campus environments. Headquartered in California, the company specializes in high-performance Ethernet switches and routers powered by its proprietary Extensible Operating System (EOS). Arista is a critical infrastructure provider for hyperscale cloud operators, large enterprises, and financial services firms worldwide.

Everything on Arista Networks, Inc.

Revenue (FY2025) $9.01B
YoY growth +28.6%
Operating margin 42.8%
Direction Expanding
Gross margin 64.1%
Net margin 39.0%

Earnings Transcripts

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Leadership & board

View leadership ↗
Jayshree Ullal — Chief Executive Officer & Chairperson of the Board View full profile ↗ Andy Bechtolsheim — Founder & Chief Architect View full profile ↗ Kenneth Duda — President, Chief Technology Officer & Founder View full profile ↗ Chantelle Breithaupt — Senior Vice President & Chief Financial Officer View full profile ↗ Todd Nightingale — President & Chief Operating Officer View full profile ↗ Marc Taxay — Former Senior Vice President, General Counsel View full profile ↗ Kelly Battles — Independent Director View full profile ↗ Lewis Chew — Independent Director View full profile ↗ Charles Giancarlo — Independent Director View full profile ↗ Greg Lavender — Independent Director View full profile ↗ Daniel Scheinman — Lead Independent Director View full profile ↗ Mark B. Templeton — Independent Director View full profile ↗ Yvonne Wassenaar — Independent Director View full profile ↗

Acquisitions

Share Repurchase Program

Total authorized
$1.5 billion (New Repurchase Program authorized May 2, 2025; follows a completed $1.2 billion prior program)
Remaining
Approximately $817.9 million remaining under the New Repurchase Program as of December 31, 2025

Named Competitors

Cisco SystemsDell/EMCExtreme NetworksHewlett Packard EnterpriseHuaweiJuniper NetworksNvidia

Customer Concentration

Customer revenue is highly concentrated: in the fiscal year ended December 31, 2025, two customers each accounted for more than 10% of Arista's revenue, representing approximately 26% and 16% of total revenue respectively. Arista's two largest customers are its 'cloud titan' hyperscalers, which the company has publicly identified in its investor communications as Microsoft and Meta Platforms; the 10-K itself discloses the concentration by percentage rather than by name.

Recent SEC Filings

2026-08-04 Reported quarterly results View filing ↗
2026-06-02 Shareholder vote results View filing ↗
2026-05-05 Reported quarterly results View filing ↗
2026-02-12 Reported quarterly results View filing ↗
2025-11-04 Reported quarterly results View filing ↗
2025-09-08 Leadership change (directors/officers) (+2 more) View filing ↗
2025-08-05 Reported quarterly results View filing ↗
2025-06-16 Leadership change (directors/officers) View filing ↗
2025-06-03 Shareholder vote results View filing ↗
2025-05-06 Reported quarterly results (+2 more) View filing ↗
2025-03-17 Leadership change (directors/officers) (+1 more) View filing ↗
2025-02-18 Reported quarterly results View filing ↗

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