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Analyst Newsletter Details

03/15/2015

Volume 02, Q1

 
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Analyst Newsletter Header Q1 2015
Products | Solutions | Events | Blogs | News
This newsletter provides you with a summary of important news, product and service highlights.
For even more information, please visit investors.arista.com.
For high-resolution product and other graphical images, please visit here.



CEO Update from Jayshree Ullal

Relevance of SDN in Cloud Networking

SDN (Software Defined Networking) is finally becoming clearer. It is not “Still Don’t Know” nor is it a specific overlay controller. Simply put, it is an open and programmable way to build networks for customers looking at utilizing hybrid combinations of public and private cloud access.
Read more.
Jayshree Ullal (photo)

Software-Defined Cloud Networking Reflections

Every year I reflect upon how my predictions compare to actual outcomes. Once again, that time has come, so let’s take a walk together down 2014’s memory lane, while also looking forward to exciting industry developments in 2015. Clearly innovation in networking is returning as we are seeing venture capitalists once again investing in networking innovation!
Read more.

Chairman & CDO Update from
Andy Bechtolsheim

Arista's Cloud Network Solutions Validated by Market Share Gains

We are very pleased to report a major milestone for Arista Networks. According to the just released Q4’2014 Crehan Data Center Switch Market report, in the high-speed Ethernet switch market (defined as 10G Ethernet and above excluding blade switches) Arista’s port market share in 2014 rose to 9.3%, up from 6.7% in 2013. Our revenue market share for 2014 rose to 7.7% from 5.4% in 2013. All of this speaks volumes to the rapidly growing acceptance of our products by customers around the globe.
Read more.
Andy Bechtolsheim (photo)



2014 Arista Marketshare Gaining over Cisco

 
Arista Financial News
Press Release

Arista Networks, Inc., an industry leader in software-driven cloud networking solutions for large data center and computing environments, announced financial results for its fourth quarter and year ended December 31, 2014.

Fourth Quarter Financial Highlights

  • Revenue of $173.5 million, an increase of 51.2% compared to the fourth quarter of 2013, and an increase of 11.6% from the third quarter of 2014.
  • GAAP gross margin of 67.1%, compared to GAAP gross margin of 67.5% in the fourth quarter of 2013 and 64.9% in the third quarter of 2014.
  • GAAP net income of $31.0 million, or $0.43 per diluted share, compared to GAAP net income of $13.7 million, or $0.23 per diluted share, in the fourth quarter of 2013.
  • Non-GAAP net income of $37.3 million or $0.53 per diluted share, compared to non-GAAP net income of $17.5 million, or $0.27 per diluted share, in the fourth quarter of 2013.
  • Operating cash flow of $15.8 million, compared to $6.0 million of operating cash used in the fourth quarter of 2013.

Read more.
EOS Technical Innovations
Recent Arista White PapersThe Arista Advantage
Read more.

Why Big Data Needs Big Buffer Switches
Read more.


EOS: The Next Generation Extensible Operating System
Read more.
Recent Videos
Open Control Networks (OCN) with DCI (video)
Arista and lisper.net (video)
OCN with VXLAN (video)
ANET Comparables
The following information is provided as perspective on other high-growth companies in Arista Networks peer group. (More details in "Arista 2014 Highlights" presentation here.)

ANET Comparables 600p Graphic

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