Arista Networks is on an historic roll. Under the leadership of CEO Jayshree Ullal, the company reached $5.6 billion in annual revenue in 2023 (up a staggering 42%) on the strength of its core business: selling high-performance switching hardware and networking software to hyperscalers, social media companies and large data center customers.
Arista has now set its sights on hitting the $10 billion mark with an ambitious strategy that will expand its product line to include routers, extend its markets to campus, WAN and cloud networking, and lean heavily into AI and machine learning.