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.
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.