Arista Networks (ANET)
Builds EOS-based Ethernet networks for AI clusters, data centers, campuses, and branches.
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Arista makes the traffic-directing boxes and software that keep giant computing sites, groups of AI computers, offices, and long-distance networks moving. Traditional cloud and data-center gear still supplies most of the business, but AI networks are becoming the growth engine; renewable support and shared software make the installed hardware stickier, while dependence on Microsoft and Meta remains unusually high.
Item facts: FY2025 · year ended Dec 31, 2025, from filings, earnings calls and company pages.
Judgment weights, not filed revenue
The band summarizes business focus and direction. ~ marks estimates.
7 in detail · 13 more below
Arista 7000 Series
The main line of traffic-directing boxes for cloud and conventional data centers still supplies nearly half of Arista's sales. Its job is to fund the expansion while buyers redirect more spending toward AI sites.
Competes with Nexus 9000 Series (Cisco) · QFX Series (HPE Juniper Networking)
In plain English
Picture a vast parcel depot, except the parcels are pieces of information. Arista's 7000 Series boxes sit at the junctions, choosing the next path so data does not pile up. They serve giant cloud operators—companies that rent computing power—as well as banks, media companies, and ordinary corporate computing rooms.
Customers pay for each box with Arista's operating software already inside, then add more boxes as traffic grows or faster connections arrive. Arista designs the equipment, but Jabil, Sanmina, and Foxconn assemble it, mostly around chips from Broadcom. Sales therefore hang on customer building plans and on those outside suppliers delivering parts.
Arista Etherlink
Etherlink joins large groups of AI computers so they can work as one. Arista's FY2026 sales goal is at least $3.5 billion, a rapid climb whose pace depends on customers turning trials into full sites.
Competes with Spectrum-X Ethernet and Quantum InfiniBand (NVIDIA) · Nexus 9000 AI networking (Cisco)
In plain English
Training an AI system means many specialized computers must constantly exchange pieces of the same problem. Etherlink is the set of traffic-directing boxes that links them within a rack, across a building, and between sites—more like widening every junction in a busy factory than making the machines themselves.
AI builders pay as they assemble or expand these computer groups. Meta already uses a jointly developed model, and Oracle Cloud Infrastructure is trying a newer liquid-cooled family. More than a hundred customers had tried Etherlink by midyear, but a small test pays far less than a fully built site.
Arista A-Care Services
Renewable help, software updates, and replacement coverage make A-Care Arista's clearest repeat business. Contracts last one to three years; its share can still fall when new equipment sales race ahead.
Competes with Success Tracks Standard (Cisco) · Juniper Care and Support Services (HPE Juniper Networking)
In plain English
The unglamorous part that keeps a broken network box from becoming a business shutdown. A-Care gives customers round-the-clock technical help, ongoing software fixes, case handling, and a replacement device when covered hardware fails.
Buyers usually add the plan when they install Arista equipment and renew it for one to three years. Arista collects that service money gradually over the contract, while support staff and spare-parts depots do the work. Every new installation enlarges the pool that can renew later, but poor service or scarce replacement parts can loosen that dependable attachment.
EOS, Arista NetDL and CloudVision
One software layer runs Arista's boxes and gives operators a central view of them. Roughly 3,000 customers had adopted CloudVision by February 2026; direct software sales remain small beside the hardware they help retain.
Competes with Nexus Dashboard (Cisco) · Apstra Data Center Director and Data Center Assurance (HPE Juniper Networking)
In plain English
A network with thousands of boxes is hard to run one box at a time. EOS is the common operating system inside them, NetDL gathers what each box is doing, and CloudVision lets an operator change settings, spot faults, and check rules from one place.
Most EOS value is paid for through hardware and A-Care rather than a separate bill. CloudVision can also be bought as a subscription or one-time license. The result is a common control panel: useful enough to sell on its own, but more important because replacing Arista equipment then means changing how the whole network is managed.
Cognitive Campus
Wired and wireless gear brings Arista into offices, schools, and stores beyond giant computing sites. The FY2026 campus and branch goal is at least $1.25 billion, still a modest base beside cloud sales.
Competes with Catalyst 9000 switching family (Cisco) · Aruba CX switches (HPE)
In plain English
Walk through a school or office and every room needs a path into the local network. Cognitive Campus combines wired sockets and wireless access points with one place to decide which devices may enter and which parts of the building they can reach.
Organizations buy the boxes, wireless access points, and management software together, often through a reseller or a company that runs the network for them. Arista earns on the initial fit-out and later refreshes; keeping the same software from the computing room to the hallway makes expansion easier for the customer.
VeloCloud SD-WAN
VeloCloud steers and protects connections among far-flung branches. Bought for $300 million in June 2025, it adds a small subscription business whose test is keeping customers and sales partners through the Arista integration.
Competes with Catalyst SD-WAN (Cisco) · Fortinet Secure SD-WAN (Fortinet)
In plain English
A chain of shops cannot depend on one perfect road back to headquarters. VeloCloud watches several available internet paths and sends each piece of traffic along the one working best, while a central service applies the same connection and security rules to every branch.
Customers pay for edge boxes or virtual versions plus ongoing access to the control service. Phone companies, outside network managers, and business resellers can install it across thousands of sites. Arista bought the operation from Broadcom, so the commercial task is to keep those channels intact while folding its controls and security into Arista's wider system.
Cloud-Grade Routing
These high-capacity routers move traffic between computing sites, phone and cable networks, and large businesses. The broader market is forecast to grow only about 4% a year through 2029, so gains depend on displacing entrenched rivals and carrying new AI traffic.
Competes with Cisco 8000 Series Routers (Cisco) · PTX Series Packet Transport Routers (HPE Juniper Networking)
In plain English
Between cities and giant computing sites, information needs fewer but much bigger traffic directors. Cloud-Grade Routing uses Arista boxes to choose those long paths, join separate computing sites, and connect company networks to public clouds. The same operating software used in Arista switches helps customers run both jobs together.
Cloud operators, phone and cable companies, and large businesses buy the routers as their traffic outgrows old equipment. Arista earns when they add capacity or replace a rival's system. Because these networks are long-lived and difficult to change, established suppliers are hard to unseat even when demand keeps inching upward.
Arista 7000 SeriesThe main line of traffic-directing boxes for cloud and conventional data centers still supplies nearly half of Arista's sales. Its job is to fund the expansion while buyers redirect more spending toward AI sites.The main line of traffic-directing boxes for cloud and conventional data centers still supplies nearly half of Arista's sales. Its job is to fund the expansion while buyers redirect more spending toward AI sites.
In plain English
Picture a vast parcel depot, except the parcels are pieces of information. Arista's 7000 Series boxes sit at the junctions, choosing the next path so data does not pile up. They serve giant cloud operators—companies that rent computing power—as well as banks, media companies, and ordinary corporate computing rooms.
Customers pay for each box with Arista's operating software already inside, then add more boxes as traffic grows or faster connections arrive. Arista designs the equipment, but Jabil, Sanmina, and Foxconn assemble it, mostly around chips from Broadcom. Sales therefore hang on customer building plans and on those outside suppliers delivering parts.
Competes with Nexus 9000 Series (Cisco) · QFX Series (HPE Juniper Networking)
Arista EtherlinkEtherlink joins large groups of AI computers so they can work as one. Arista's FY2026 sales goal is at least $3.5 billion, a rapid climb whose pace depends on customers turning trials into full sites.Etherlink joins large groups of AI computers so they can work as one. Arista's FY2026 sales goal is at least $3.5 billion, a rapid climb whose pace depends on customers turning trials into full sites.
In plain English
Training an AI system means many specialized computers must constantly exchange pieces of the same problem. Etherlink is the set of traffic-directing boxes that links them within a rack, across a building, and between sites—more like widening every junction in a busy factory than making the machines themselves.
AI builders pay as they assemble or expand these computer groups. Meta already uses a jointly developed model, and Oracle Cloud Infrastructure is trying a newer liquid-cooled family. More than a hundred customers had tried Etherlink by midyear, but a small test pays far less than a fully built site.
Competes with Spectrum-X Ethernet and Quantum InfiniBand (NVIDIA) · Nexus 9000 AI networking (Cisco)
Arista A-Care ServicesRenewable help, software updates, and replacement coverage make A-Care Arista's clearest repeat business. Contracts last one to three years; its share can still fall when new equipment sales race ahead.Renewable help, software updates, and replacement coverage make A-Care Arista's clearest repeat business. Contracts last one to three years; its share can still fall when new equipment sales race ahead.
In plain English
The unglamorous part that keeps a broken network box from becoming a business shutdown. A-Care gives customers round-the-clock technical help, ongoing software fixes, case handling, and a replacement device when covered hardware fails.
Buyers usually add the plan when they install Arista equipment and renew it for one to three years. Arista collects that service money gradually over the contract, while support staff and spare-parts depots do the work. Every new installation enlarges the pool that can renew later, but poor service or scarce replacement parts can loosen that dependable attachment.
Competes with Success Tracks Standard (Cisco) · Juniper Care and Support Services (HPE Juniper Networking)
EOS, Arista NetDL and CloudVisionOne software layer runs Arista's boxes and gives operators a central view of them. Roughly 3,000 customers had adopted CloudVision by February 2026; direct software sales remain small beside the hardware they help retain.One software layer runs Arista's boxes and gives operators a central view of them. Roughly 3,000 customers had adopted CloudVision by February 2026; direct software sales remain small beside the hardware they help retain.
In plain English
A network with thousands of boxes is hard to run one box at a time. EOS is the common operating system inside them, NetDL gathers what each box is doing, and CloudVision lets an operator change settings, spot faults, and check rules from one place.
Most EOS value is paid for through hardware and A-Care rather than a separate bill. CloudVision can also be bought as a subscription or one-time license. The result is a common control panel: useful enough to sell on its own, but more important because replacing Arista equipment then means changing how the whole network is managed.
Competes with Nexus Dashboard (Cisco) · Apstra Data Center Director and Data Center Assurance (HPE Juniper Networking)
Cognitive CampusWired and wireless gear brings Arista into offices, schools, and stores beyond giant computing sites. The FY2026 campus and branch goal is at least $1.25 billion, still a modest base beside cloud sales.Wired and wireless gear brings Arista into offices, schools, and stores beyond giant computing sites. The FY2026 campus and branch goal is at least $1.25 billion, still a modest base beside cloud sales.
In plain English
Walk through a school or office and every room needs a path into the local network. Cognitive Campus combines wired sockets and wireless access points with one place to decide which devices may enter and which parts of the building they can reach.
Organizations buy the boxes, wireless access points, and management software together, often through a reseller or a company that runs the network for them. Arista earns on the initial fit-out and later refreshes; keeping the same software from the computing room to the hallway makes expansion easier for the customer.
Competes with Catalyst 9000 switching family (Cisco) · Aruba CX switches (HPE)
VeloCloud SD-WANVeloCloud steers and protects connections among far-flung branches. Bought for $300 million in June 2025, it adds a small subscription business whose test is keeping customers and sales partners through the Arista integration.VeloCloud steers and protects connections among far-flung branches. Bought for $300 million in June 2025, it adds a small subscription business whose test is keeping customers and sales partners through the Arista integration.
In plain English
A chain of shops cannot depend on one perfect road back to headquarters. VeloCloud watches several available internet paths and sends each piece of traffic along the one working best, while a central service applies the same connection and security rules to every branch.
Customers pay for edge boxes or virtual versions plus ongoing access to the control service. Phone companies, outside network managers, and business resellers can install it across thousands of sites. Arista bought the operation from Broadcom, so the commercial task is to keep those channels intact while folding its controls and security into Arista's wider system.
Competes with Catalyst SD-WAN (Cisco) · Fortinet Secure SD-WAN (Fortinet)
Cloud-Grade RoutingThese high-capacity routers move traffic between computing sites, phone and cable networks, and large businesses. The broader market is forecast to grow only about 4% a year through 2029, so gains depend on displacing entrenched rivals and carrying new AI traffic.These high-capacity routers move traffic between computing sites, phone and cable networks, and large businesses. The broader market is forecast to grow only about 4% a year through 2029, so gains depend on displacing entrenched rivals and carrying new AI traffic.
In plain English
Between cities and giant computing sites, information needs fewer but much bigger traffic directors. Cloud-Grade Routing uses Arista boxes to choose those long paths, join separate computing sites, and connect company networks to public clouds. The same operating software used in Arista switches helps customers run both jobs together.
Cloud operators, phone and cable companies, and large businesses buy the routers as their traffic outgrows old equipment. Arista earns when they add capacity or replace a rival's system. Because these networks are long-lived and difficult to change, established suppliers are hard to unseat even when demand keeps inching upward.
Competes with Cisco 8000 Series Routers (Cisco) · PTX Series Packet Transport Routers (HPE Juniper Networking)
Named in filings, launches and programs
- 7800R4 AI Spine / Universal SpineProduct lineA modular traffic hub used in AI sites, conventional data centers, and long-distance routing.
- 7700R4 Distributed Etherlink SwitchProduct line · RampingA two-layer AI network system developed with Meta and already deployed there.
- 7060X6 AI LeafProduct lineA single-box traffic director for AI computer groups and very large cloud sites.
- 7060XE7 SeriesProduct line · AnnouncedA faster, liquid-cooling-ready Etherlink family in second-half 2026 trials, with large-scale production planned for 2027.
- Arista AVAPlatformSoftware helpers that use EOS and NetDL network data to guide operating decisions and routine tasks.
- Arista NDRProduct lineSecurity software that watches network behavior, investigates suspicious activity, and helps operators respond.
- DANZ Monitoring FabricPlatformSoftware that collects and directs copies of network traffic so operating and security tools can inspect it.
- CloudVision AGNIPlatformA service that checks identity before allowing people and devices onto a local network.
- CloudVision Universal Network ObservabilityServiceA premium service combining application behavior, traffic movement, and device condition in one operating view.
- CloudEOSPlatformA software version of EOS that directs traffic inside and between public computing clouds.
- Edge Threat Management for VeloCloudProduct · AnnouncedBranch firewall and threat-prevention software scheduled to become available in the fourth quarter of 2026.
- Arista Partner ProgramEcosystemDistributors, resellers, installers, equipment partners, and trainers extend Arista's reach and deploy its systems.
- Microsoft and Meta cloud/AI relationshipsCustomer programMicrosoft and Meta, Arista's two longest cloud and AI relationships, supplied an estimated 42% of FY2025 revenue: about 26% and 16%.
7800R4 AI Spine / Universal SpineProduct line
A modular traffic hub used in AI sites, conventional data centers, and long-distance routing.
7700R4 Distributed Etherlink SwitchProduct line · Ramping
A two-layer AI network system developed with Meta and already deployed there.
7060X6 AI LeafProduct line
A single-box traffic director for AI computer groups and very large cloud sites.
7060XE7 SeriesProduct line · Announced
A faster, liquid-cooling-ready Etherlink family in second-half 2026 trials, with large-scale production planned for 2027.
Arista AVAPlatform
Software helpers that use EOS and NetDL network data to guide operating decisions and routine tasks.
Arista NDRProduct line
Security software that watches network behavior, investigates suspicious activity, and helps operators respond.
DANZ Monitoring FabricPlatform
Software that collects and directs copies of network traffic so operating and security tools can inspect it.
CloudVision AGNIPlatform
A service that checks identity before allowing people and devices onto a local network.
CloudVision Universal Network ObservabilityService
A premium service combining application behavior, traffic movement, and device condition in one operating view.
CloudEOSPlatform
A software version of EOS that directs traffic inside and between public computing clouds.
Edge Threat Management for VeloCloudProduct · Announced
Branch firewall and threat-prevention software scheduled to become available in the fourth quarter of 2026.
Arista Partner ProgramEcosystem
Distributors, resellers, installers, equipment partners, and trainers extend Arista's reach and deploy its systems.
Microsoft and Meta cloud/AI relationshipsCustomer program
Microsoft and Meta, Arista's two longest cloud and AI relationships, supplied an estimated 42% of FY2025 revenue: about 26% and 16%.