Arista Networks ANET · USD
Information Technology · Communications Equipment · US listing · 🇺🇸 United States
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+9.00%
Close of 9 Nov 2026, in USD
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About Arista Networks
From its filings with the US Securities and Exchange Commission
Arista Networks is based in Santa Clara, California and is incorporated in Delaware. Its shares trade on NYSE under the ticker ANET. It is a member of the S&P 500. The SEC classifies its business as computer communications equipment. In the fiscal year to 31 December 2025, it reported revenue of $9.01bn and net income of $3.51bn. At that date it held total assets of $19.45bn and shareholders' equity of $12.37bn. By business, Product brought in 84.1% of revenue, followed by Service at 15.9%.
In a world where data is increasingly a precious commodity and competitive differentiator, Arista was founded to enable our customers to access all their centers of data in the quickest, most reliable, and secure manner. Over the last two decades, we have emerged as an industry leader, delivering data-driven, client-to-cloud networking-as-a-service. Our “Centers of Data” strategy is a fundamental pivot from legacy networking approaches that create incongruent silos to a unified, data-driven approach in which the network is a service that interconnects four primary domains: AI Centers, Data Centers, Campus Centers, and WAN Centers. Anchored by Arista’s state-oriented Extensible Operating System (EOS) and Network Data Lake (NetDL), our network-as-a-service platform delivers a seamless, consolidated networking experience regardless of data location.
This strategy and differentiation have also allowed us to deliver our comprehensive suite of products, services, and technologies to a global customer base segmented into three primary categories: Cloud and AI Titans, AI and Specialty Providers, and Enterprise. Market research confirms that we continue to be a leader in high-speed Ethernet switching.
Quoted from its 10-K, filed 17 Feb 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Information Technology
- Industry
- Communications Equipment
- Listed since
- 6 Jun 2014
- Employees
- 5,115
- Website
- arista.com/en ↗
- Head office
- 5453 GREAT AMERICA PARKWAY, SANTA CLARA, CA, 95054
- Incorporated in
- DE
- Classification
- Computer Communications Equipment
- Filer status
- Large accelerated filer
Leadership
Pay as last reported
- Ms. Jayshree UllalChairman of the Board, Chief Executive Officer, since 2008$8.9m
- Mr. Kenneth DudaPresident, Chief Technology Officer, since 2011$35.2m
- Ms. Chantelle BreithauptChief Financial Officer, Senior Vice President$12.3m
- Mr. Todd NightingaleChief Operating Officer
- Mr. Daniel ScheinmanLead Independent Director$392,788
- Ms. Kelly BattlesIndependent Director$338,288
- Mr. Lewis ChewIndependent Director$356,495
- Mr. Charles GiancarloIndependent Director$350,788
- Dr. Greg LavenderIndependent Director
- Mr. Mark TempletonIndependent Director$337,840
- Ms. Yvonne WassenaarIndependent Director$348,288
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 73
- Environment
- 99
- Social
- 83
- Governance
- 36
- Direct emissions (scope 1)
- 1,345 t
- Energy emissions (scope 2)
- 28,607 t
- Value chain emissions (scope 3)
- 3,592,781 t
- Women in the workforce
- 15.6%
- Carbon reduction policy
- Yes
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Arista Networks develops cloud networking solutions with EOS for workflow automation and network visibility.
- Arista Networks' Gigabit Ethernet switches support VMware NSX and Microsoft System Center cloud management frameworks.
- Arista Networks employs 5115 full-time employees in Information Technology sector.
Weaknesses
- Arista Networks has 2613 full-time employees in Santa Clara, California, a lower headcount than reported.
- Arista Networks' IPO was on 6 June 2014, a relatively recent listing date.
- Arista Networks' headquarters is in Santa Clara, California, a location that may limit market reach.
Opportunities
- Arista Networks can expand its cloud networking solutions to include more third-party applications for virtualization.
- Arista Networks can leverage its EOS platform to integrate with additional cloud management frameworks.
- Arista Networks can grow its employee base in the Information Technology sector.
Threats
- Arista Networks faces competition from other cloud networking solution providers in the Information Technology sector.
- Arista Networks must address potential market saturation in cloud networking solutions.
- Arista Networks must manage the risk of technological obsolescence in networking hardware.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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