Arista Networks, a publicly owned company headquartered in US, was founded in 2004 and operates with approximately 3,430 employees. Identified as a tier 2 media tech buyer, the company reported $9.0B in revenue as of 2025. The company specializes in delivering software driven cloud networking solutions for large data center storage and computing environments, with its main product being telecoms network infrastructure.

2025 Revenue

Founded

2004

Headcount

3,430

Headquarters

US

Primary Segment

Telecoms network infrastructure

Ownership

Publicly Owned

Deployments

4

News Summary:

On February 19, 2026, Arista Networks stood out as a positive story among hardware stocks, which are experiencing momentum loss due to ongoing memory shortages and rising chip prices, according to Evercore ISI. Earlier on February 19, Arista reported a strong Q4 2025 earnings beat, coupled with a higher 2026 revenue outlook and a significantly increased AI networking revenue target. Previously, on February 18, BofA analysis of the company's 10-K revealed that Microsoft comprised 26% of Arista's 2025 revenue, while Meta contributed 16%. Also on February 18, Arista Networks demonstrated strong historical performance, outperforming the market by 38.08% on an annualized basis over the past five years, delivering an average annual return of 50.1%, with its market capitalization currently at $171.79 billion.

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Arista Networks offers products in the telecoms tech industry. Arista Networks's product portfolio comprises of telecoms network infrastructure.
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Arista Networks's revenues were $9.0B in 2025. All the revenue comes from iP switches and routers.
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Arista Networks's customers primarily consist of content rights and entertainment Providers companies. Examples of Arista Networks's customers include Meta AI, FOX Sports Media Group and Entain.

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