Hollsteen

Arista · customer concentration

Arista’s biggest customers

Who are Arista’s biggest customers?

Reseller B: 26% of FY2025 revenue

Reseller B (not named in filing)26%Reseller A (not named in filing)16%10% disclosure line

The filing does not name this customer. Hollsteen never guesses names.

“Sales to these two customers represented 26% and 16% of our total revenue for the year ended December 31, 2025, respectively.”

Arista 10-K, verbatim · 10-K · filed Feb 17, 2026

Is Arista getting more dependent on one customer?

Largest disclosed customer, by fiscal year

22%FY202015%FY202126%FY202221%FY202320%FY202426%FY2025

All Arista facts from SEC filings · Customer concentration of all companies