Hollsteen

Arista

Dependency

Two customers: 42% of revenue

42%26% + 16%, FY2025
●42% of revenue■Revenue FY2025CUSTOMERS ●Customer A (not named in the filing)Customer A26%Customer B (not named in the filing)Customer B16%HOLDINGS ◆No holding between Arista and the other 99 companies found in SEC filings (not reported).not reportedREGIONS ■USA78.4%SUPPLIERS ○No supplier shares in the dataset: SEC XBRL does not tag supplier concentration as a share of revenue or purchases; filing texts are not interpreted for this.not in datasetArista$9.0B · FY2025
Arista$9.0B · FY2025

Customers

Customer A26%
Customer B16%

Holdings

not reported

Regions

USA78.4%

Suppliers

not in dataset

Line: solid ● customers (share of revenue) · dashed ◆ holding · dotted ■ revenue by region · grey ○ no data. Customers are not named in the filing.

Relationships

10 documented relationships

TypeCounterpartyValuePeriodConfidenceReverse edge
Customer (share)Customer(s) per quote26%FY2025 (per quote)0.9–
Customer (share)Customer(s) per quote16%FY2025 (per quote)0.9–
names as supplierBroadcom–Dec 31, 20250.7no
names as partnerJabil–Dec 31, 20250.7no
names as partnerBroadcom–Dec 31, 20250.7no
names (role not stated)NVIDIA–Dec 31, 20250.6no
names (role not stated)Broadcom–Dec 31, 20250.6no
names (role not stated)Cisco–Dec 31, 20250.6no
names (role not stated)Dell–Dec 31, 20250.6no
names (role not stated)HPE–Dec 31, 20250.6no
Region (share)Americas79.1%a12 months to Dec 31, 20251.0–
Region (share)USA78.4%a12 months to Dec 31, 20251.0–
Region (share)EMEA11.9%a12 months to Dec 31, 20251.0–

Related party: not reported – No related-party statement naming any of the 100 covered companies (0 related-party statements in the 10-K filed Feb 17, 2026, none referring to them).

Holdings: not reported – No holding between this company and the other 99 companies in 13F-HR / 13G / Filing-Text.

SEC filings only, quotes in the sources. Confidence 1.0 XBRL/13F · 0.9 quote with value · 0.7 mention without value. 10 competitor mentions not counted as dependencies.

Revenue

Revenue FY2025: +28.6% vs. FY2024

$9.0BFY2025
Revenue · FY2016: $1.1B · 10-K 0001596532-17-000019 filed Feb 17, 2017Revenue · FY2017: $1.6B · 10-K 0001596532-18-000018 filed Feb 20, 2018Revenue · FY2018: $2.2B · 10-K 0001596532-19-000027 filed Feb 15, 2019Revenue · FY2019: $2.4B · 10-K 0001596532-20-000024 filed Feb 14, 2020Revenue · FY2020: $2.3B · 10-K 0001596532-21-000049 filed Feb 19, 2021Revenue · FY2021: $2.9B · 10-K 0001596532-22-000026 filed Feb 15, 2022Revenue · FY2022: $4.4B · 10-K 0001596532-23-000016 filed Feb 14, 2023Revenue · FY2023: $5.9B · 10-K 0001596532-26-000013 filed Feb 17, 2026Revenue · FY2024: $7.0B · 10-K 0001596532-26-000013 filed Feb 17, 2026Revenue · FY2025: $9.0B · 10-K 0001596532-26-000013 filed Feb 17, 20269.01.1FY2016FY2025FY2021
Revenue · FY2020: $2.3B · 10-K 0001596532-21-000049 filed Feb 19, 2021Revenue · FY2021: $2.9B · 10-K 0001596532-22-000026 filed Feb 15, 2022Revenue · FY2022: $4.4B · 10-K 0001596532-23-000016 filed Feb 14, 2023Revenue · FY2023: $5.9B · 10-K 0001596532-26-000013 filed Feb 17, 2026Revenue · FY2024: $7.0B · 10-K 0001596532-26-000013 filed Feb 17, 2026Revenue · FY2025: $9.0B · 10-K 0001596532-26-000013 filed Feb 17, 20269.02.3FY2020FY2025FY2023

$B per fiscal year. No segment mix chart: Only 1 consecutive fiscal years. FY2024: In this fiscal year the reported parts do not sum exactly to consolidated revenue; no stack.

Debt

Total debt: not reported

All metrics →
Sources (17)

Dependency

Relationships (quotes)

  • Customer (share) Customer(s) per quote 10-K, filed Feb 17, 2026 0001596532-26-000013
    “Sales to these two customers represented 26% and 16% of our total revenue for the year ended December 31, 2025, respectively.”
  • names as supplier Broadcom 10-K, filed Feb 17, 2026 0001596532-26-000013
    “In particular, we are primarily reliant upon our predominant merchant silicon vendor, Broadcom, for our switching chips.”
  • names as partner Jabil 10-K, filed Feb 17, 2026 0001596532-26-000013
    “Our primary manufacturing partners are Jabil Inc., Sanmina Corporation and Foxconn Hon Hai.”
  • names as partner Broadcom 10-K, filed Feb 17, 2026 0001596532-26-000013
    “Our product development efforts are also dependent upon the success of our continued collaboration with our key merchant silicon vendors such as Broadcom.”
  • names (role not stated) NVIDIA 10-K, filed Feb 17, 2026 0001596532-26-000013
    “For example, Cisco acquired Acacia Communications, Broadcom acquired Brocade Communications and VMware, Dell acquired Force10 Networks, Hewlett Packard Enterprise acquired Juniper Networks, and Nvidia has made significant investment in several AI Neoclouds.”
  • names (role not stated) Broadcom 10-K, filed Feb 17, 2026 0001596532-26-000013
    “For example, Cisco acquired Acacia Communications, Broadcom acquired Brocade Communications and VMware, Dell acquired Force10 Networks, Hewlett Packard Enterprise acquired Juniper Networks, and Nvidia has made significant investment in several AI Neoclouds.”
  • names (role not stated) Cisco 10-K, filed Feb 17, 2026 0001596532-26-000013
    “For example, Cisco acquired Acacia Communications, Broadcom acquired Brocade Communications and VMware, Dell acquired Force10 Networks, Hewlett Packard Enterprise acquired Juniper Networks, and Nvidia has made significant investment in several AI Neoclouds.”
  • names (role not stated) Dell 10-K, filed Feb 17, 2026 0001596532-26-000013
    “For example, Cisco acquired Acacia Communications, Broadcom acquired Brocade Communications and VMware, Dell acquired Force10 Networks, Hewlett Packard Enterprise acquired Juniper Networks, and Nvidia has made significant investment in several AI Neoclouds.”
  • names (role not stated) HPE 10-K, filed Feb 17, 2026 0001596532-26-000013
    “For example, Cisco acquired Acacia Communications, Broadcom acquired Brocade Communications and VMware, Dell acquired Force10 Networks, Hewlett Packard Enterprise acquired Juniper Networks, and Nvidia has made significant investment in several AI Neoclouds.”
  • Region (share) Americas 10-K, filed Feb 17, 2026 0001596532-26-000013
    “XBRL-Fakt srt:AmericasMember (id f-1033) / Gesamt (id f-1042)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[srt:AmericasMember] 7,122,100,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 9,005,700,000 (period 2025-01-01–2025-12-31)
  • Region (share) USA 10-K, filed Feb 17, 2026 0001596532-26-000013
    “XBRL-Fakt country:US (id f-1045) / Gesamt (id f-1042)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[country:US] 7,063,800,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 9,005,700,000 (period 2025-01-01–2025-12-31)
  • Region (share) EMEA 10-K, filed Feb 17, 2026 0001596532-26-000013
    “XBRL-Fakt us-gaap:EMEAMember (id f-1036) / Gesamt (id f-1042)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[us-gaap:EMEAMember] 1,070,300,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 9,005,700,000 (period 2025-01-01–2025-12-31)

Revenue

Data quality

Legal name
Arista Networks, Inc.
CIK
0001596532
Period
FY2016 – Q2 2026
Coverage
97.2% · 1121 reported · 289 derived · 41 missing · 499 not reported

missing = the company reports the value, it is not (yet) captured here · not reported = the company does not disclose the value · a = derived · ~ = reported rounded only.