Arista Networks, Inc. ANET

What this company does

The core of Arista's cloud networking-as-a-service platform is its data-driven operating system, EOS, which runs on top of standard Linux and offers programmability at all layers of the stack. As of December 31, 2025, Arista employed approximately 5,115 full-time employees worldwide. Its customers include large cloud customers, or Cloud and AI Titans, other internet and service providers, including specialty and AI Neoclouds, and a wide breadth of enterprise customers, including financial services organizations and government agencies. Two of its customers accounted for more than 10% of its sales for the year ended December 31, 2025, and sales to these two customers represented 26% and 16% of its total revenue for that year, respectively. The company markets and sells its products through its direct sales force and in partnership with its channel partners, including distributors, value-added resellers, systems integrators and original equipment manufacturer (OEM) partners. The company subcontracts the manufacturing of the majority of its products to various contract manufacturers; its primary manufacturing partners are Jabil Inc., Sanmina Corporation and Foxconn Hon Hai. These partners manufacture its products internationally in Malaysia, Vietnam, Mexico and other countries.

Written from the business description in Arista Networks, Inc.'s annual report to the U.S. Securities and Exchange Commission, filed 17 February 2026. Every sentence was checked against that document before publication.