Company Focus - Arista Networks, Inc. (ANET) is concentrating on providing end-to-end networking solutions and enhancing its secure access service edge (SASE) networking gear to cater to a broader customer base, particularly supporting remote workers and branch offices [1] - The acquisition of VeloCloud SD-WAN portfolio from Broadcom Inc. has allowed Arista to offer complementary products and services, leveraging a proven SD-WAN architecture and a dedicated customer base of over 20,000 [1][6] Product Offerings - VeloCloud's offerings, such as VeloRAIN and VeloBrain, utilize artificial intelligence (AI) to enhance security and performance for distributed AI workloads, aiding network engineers in managing their environments more effectively [2] - VeloCloud enables converged cloud networking from the edge to the data center and cloud, featuring end-to-end automation, application continuity, and branch transformation, which facilitates enterprises in modernizing their data centers [2] Technological Integration - VeloCloud complements Arista's existing campus, data center, and cloud routing solutions (CloudEOS), allowing for comprehensive SD-WAN deployment under a single operating system [3] - Arista has introduced cognitive Wi-Fi software that provides intelligent application identification, automated troubleshooting, and location services, while also supporting video conferencing applications like Microsoft Teams and Zoom [3] Competitive Landscape - Cisco Systems, Inc. remains the largest player in the networking sector, with a strong presence in routers and switches, and is expanding its AI capabilities across security and collaboration platforms [4] - Nokia Corporation has established itself in cloud computing infrastructure, focusing on networking, edge computing, and software automation, and is the only global supplier offering Open Radio Access Network (O-RAN) with commercial 5G Cloud-RAN networks [5] Financial Performance - Arista's stock has increased by 48.7% over the past year, outperforming the industry growth of 36.8% [6] - The Zacks Consensus Estimate for Arista's earnings for 2025 has risen by 9.8% over the past 60 days to $2.81 per share [9]
Can Arista Gain From an Integrated Cloud Networking Solution Focus?