Arista Networks (NYSE: ANET) is a cloud networking company that designs and sells ethernet switching and routing products for large data centers, cloud providers, and enterprise environments. Revenue comes from product sales of hardware platforms running its EOS (Extensible Operating System) software, plus recurring software subscriptions and support services. The 10-K filed 2026-02-17 for fiscal year ended 2025 confirms Arista competes in the data center and cloud networking market. Switching costs are embedded in EOS, which runs uniformly across Arista's hardware portfolio and integrates deeply into customer network operations, making replacement disruptive. The company is headquartered in Santa Clara, California and was founded in 2004.

Source: SEC 10-K, filed 2026-02-17

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