Showing posts with label Arista. Show all posts
Showing posts with label Arista. Show all posts

Thursday, February 13, 2020

Arista's Q4 revenue dips to $552.5M, down 7% yoy

Arista Networks reported Q4 2019 revenue of $552.5 million, a decrease of 15.6% compared to the third quarter of 2019, and a decrease of 7.2% from the fourth quarter of 2018.

GAAP gross margin was 64.5%, compared to GAAP gross margin of 63.8% in the third quarter of 2019 and 62.9% in the fourth quarter of 2018. GAAP net income amounted to $260.7 million, or $3.25 per diluted share, compared to GAAP net income of $170.3 million, or $2.10 per diluted share in the fourth quarter of 2018. Non-GAAP net income was $183.4 million, or $2.29 per diluted share, compared to non-GAAP net income of $182.2 million, or $2.25 per diluted share in the fourth quarter of 2018.

“Despite the volatility of cloud spend, 2019 marked the entry of Arista in the campus and mainstream enterprise. Our cloud networking technology is being accepted in thousands of diverse enterprise customers. We are excited by our prospects in 2020 and committed to a multi-year foundation of growth, innovation and profitability,” stated Jayshree Ullal, Arista’s President and CEO.

On a conference call, Arista executives disclosed:
  • Cloud titans remain the largest vertical with Microsoft at 23% of total revenue and Facebook at 16.6%.
  • 2019 international contribution was 24% with the Americas at 76%. 
  • the acquisition of Big Switch added approximately 300 customers and 75 employees, mostly in engineering. Arista and Dell will continue to partner to deliver cloud fabric and observability capabilities. The acquisition price was not disclosed but Arista said the figure was not material.
https://s21.q4cdn.com/861911615/files/doc_presentations/2020/2019-Highlights-Q4.pdf



Tuesday, November 5, 2019

Arista delivers CloudEOS for enterprises

Arista Networks introduced two offerings for consistent segmentation, telemetry, monitoring, provisioning and troubleshooting from campus to data center to cloud. The new Arista CloudEOS provides two main capabilities:

  • CloudEOS Multi Cloud, a high-performance virtual machine that normalizes the network connectivity to and between public clouds simplifying the networking operating model for cloud and network operations while enabling declarative software-based provisioning through popular DevOps tools
  • CloudEOS Cloud Native, an instance of EOS deployed as a Kubernetes Container Network Interface or stand-alone Kubernetes container to provide a fully supported, enterprise-class networking stack within Cloud Native environments

CloudEOS has native support for pay-as-you-go acquisition through Amazon Web Services, Google Cloud, and Microsoft Azure. This enables elastic cost models for network connectivity: automatically scaling capacity with changes in real-time application demand. It is completely provisioned in software through a declarative model supporting DevOps tools such as Terraform.

CloudEOS automatically encrypts all traffic traversing public links and automatically exchanges and rotates IPSEC keys to ensure encrypted transport at the highest security levels.

“Watching a client deploy hundreds of networks, across multiple cloud providers, in minutes without ever touching a network CLI is magical,” stated Douglas Gourlay, vice president and general manager of cloud networking software for Arista. “CloudEOS simplifies networking for any cloud environment, securely, declaratively, and elastically.”

https://www.arista.com/en/company/news/press-release/8760-pr-20191105

Thursday, October 31, 2019

Arista posts Q3 sales of $654M, up 16%, warns on cloud titans

Arista Networks reported Q3 2019 revenue of $654.4 million, an increase of 7.6% compared to the second quarter of 2019, and an increase of 16.2% from the third quarter of 2018. GAAP gross margin was 63.8%, compared to GAAP gross margin of 64.1% in the second quarter of 2019 and 64.2% in the third quarter of 2018. GAAP net income of $208.9 million, or $2.59 per diluted share, compared to GAAP net income of $168.5 million, or $2.08 per diluted share in the third quarter of 2018. Non-GAAP net income of $217.1 million, or $2.69 per diluted share, compared to non-GAAP net income of $171.3 million, or $2.11 per diluted share in the third quarter of 2018.

“In Q3 2019 we continued to see the adoption of our cloud networking technology in more diverse environments. While we expect a sudden softening in Q4 with a specific cloud titan customer, we are committed to a sustainable and strong foundation of long-term growth, innovation and profitability,” stated Jayshree Ullal, Arista President and CEO.

On a conference call, Arista execs discussed a "sudden softening with a specific cloud titan customer" as well as a longer timeline for the industry adoption on 400G. Q4 revenue is now expected between $540 million and $560 million.



Wednesday, October 9, 2019

Arista supplies switches for SK Telecom's 5G network

Arista Networks is providing switching platforms for SK Telecom’s 5G network. Financial terms were not disclosed.

Specifically, SK Telecom will be building a high capacity leaf-spine based data center network environment leveraging VXLAN/EVPN for virtualization, scalability and availability, providing customers with reliable high-speed network services.  SK Telecom intends to apply Mobile Edge Computing (MEC) for an efficient IT infrastructure expansion plan in line with its service expansion.

Arista said it is providing SK Telecom with universal spine and leaf network switches, combining routing and switching to reduce complexity and significantly improve scale without compromising performance at speeds of 100+Tbps. In addition, Arista's network switches enable functionality such as 100GbE aggregation, large routing tables, high resiliency, hybrid cloud traffic patterns, lossless connectivity and real-time monitoring in a single chassis, meeting the requirements of commercial, private and hybrid clouds.

“By installing Arista Networks' network switches optimized for 5G in our infrastructure, we have been able to provide high-quality 5G services quickly and reliably to our customers,” said Se Wook Kim, Manager for SK Telecom's Core Engineering Team of Infra Eng Group at ICT Infra Center. “Arista Networks also offers prompt and expert support services appropriate for our business characteristics, for which reliable service operation is essential. In the future, we intend to work together to proceed with network infrastructure upgrades in accordance with our 3G service expansion,” he added.

“We are delighted to be working with SK Telecom to deliver a 5G open architecture with programmable automation that will scale to support their customers,” said Mark Foss, Senior Vice President, Global Operations and Marketing for Arista Networks.

SK Telecom tops 1 million 5G subscribers just 4 months after launch

On August 21, SK Telecom became the first mobile operator in the world to exceed the 1 million 5G subscriber mark. The company's 5G subscribers now represent more than 3.5 percent of its total subscriber base of 28 million.

The 1 million subscriber milestone was achieved 140 days after launching the world’s first 5G smartphone on April 3, which is twice faster than its LTE uptake rate. After commercializing the LTE service in July 2011, the company hit the 1 million LTE subscriber mark in eight months.

The 5G service is also driving up customers' data usage. According to SK Telecom’s analysis on 5G subscribers, the average monthly data usage of customers who switched devices from LTE to 5G has increased about 65 percent from 20.4GB (LTE) to 33.7GB (5G).

Thursday, August 1, 2019

Arista revenue rises 17% as some cloud titan spending resumes

Arista Networks reported Q2 2019 revenue of $608.3 million, an increase of 2.2% compared to the first quarter of 2019, and an increase of 17.0% from the second quarter of 2018. GAAP gross margin was 64.1%. Non-GAAP net income was $198.6 million, or $2.44 per diluted share, compared to non-GAAP net income of $155.7 million, or $1.93 per diluted share in the second quarter of 2018.

For the third quarter of 2019, Arista is forecasting revenue between $647 million and $657 million.

"In Q2 2019, Arista raised the ante with innovative products in both 400G and Cognitive Campus. Our leadership in cloud area networking is now widely recognized by industry analysts, partners and customers,” stated Jayshree Ullal, Arista President and CEO.

On a conference call, Arista execs cited "some softness in demand" from cloud customers. Spending by cloud titans has resumed but is slower than in 2018. The new norm is no more double-digit growth in spending from cloud titans.
The cloud titan segment remains Arista's largest vertical.
Services represented 15.6% of overall sales.
There was a record number of new customers during the quarter
International sales account for 27% of revenues.
Although it is impacted by tariffs, Arista does not believe its gross margins will be impacted by the US-China trade war.'

Commenting on recent developments in 400G optics, Arista CTO Andy Bechtoelsheim said pluggable optics have led to a disaggregated model of switches and interfaces. Cloud providers typically will qualify at least three optical interface vendors for cost reasons and to diversify their supply chains. Arista believes the market for 400G ZR will be highly competitive.


Thursday, June 6, 2019

Arista intros campus edge switches

Arista Networks introduced unified wired and wireless campus edge products designed to help enterprises support IoT.

The Arista 720XP Series, which represents Arista’s first purpose-built campus leaf products, includes four fixed configuration models and offers capabilities for new multi-gigabit access port speeds (2.5GBASE-T and 5GBASE-T) enabling the transition to higher speed access devices, up to 60 watts of Power over Ethernet (PoE) for powering IP phones, access points, and IoT devices, and a choice of 25G, 40G and 100G uplink ports for connectivity to Arista Campus Spline platforms.

The 720XP Series runs the same Arista EOS and CloudVision software, bringing a consistent and simplified operational model to the campus edge. Key benefits include:

  • Device Analyzer, providing endpoint inventory and deep flow analysis for all connected devices and helping to proactively identify security threat vectors.
  • Cloud-like operations, including workflows to simplify change controls though network-wide automation, to reduce the maintenance windows duration, and to quickly assess network compliance.
  • Network access control integration through standard RADIUS solutions as well as a standards-based group-based segmentation approach with VXLAN and EVPN.
  • Wireless mobility and roaming, leveraging integrated VXLAN tunnel termination instead of legacy controller-based options.
  • Expanded device support to manage PoE usage through CloudVision’s dashboards.
  • End-to-end Troubleshooting - leverage CloudVision’s network-wide database for unprecedented time-series visibility across campus, data center, and cloud networks in a single view.

Arista said its new campus leaf switches integrate directly with its Cognitive WiFi portfolio, including Arista’s first WiFi 6 access point. The new C-250 access point supports the full 802.11ax standard including 8x8 MU-MIMO, uplink OFDMA & MU-MIMO. Like other Arista enterprise access points, it also includes a 2x2 dual band 3rd radio. With target use cases for WiFi 6 such as higher bandwidth video, and many more simultaneous users, the 3rd radio will be essential. Along with a variety of other data sources, the 3rd radio provides a continuous stream of telemetry data into Arista’s Cognitive WiFi architecture where the power of cloud is harnessed to apply machine learning and cognitive intelligence.

Arista's enterprise focus also includes a broader partnership scope, including an ecosystem of channel partners, managed services partners, and technology partners.

Tuesday, June 4, 2019

Arista's enterprise hybrid cloud leverages Azure

Arista Networks introduced its next-gen hybrid cloud architecture for the enterprise that leverages the Microsoft Azure global network.

The new architecture integrates Arista EOS with Azure and Azure Stack.

Arista said its EOS software enables seamless connectivity with elastic workload scaling across regions, accounts, and availability zones for the broadest array of workload, application, service, and data types. This now includes support for Azure Virtual Machines, Azure Virtual Networks, container infrastructure, Azure Web Functions, and trusted connectivity to the existing enterprise infrastructure.

“Hybrid computing, the linking public to private clouds, and connecting the broadest set of resources to deliver amazing end-user experiences is the most network-centric computing architecture,” states Douglas Gourlay, vice president and general manager, Cloud Networking Software for Arista Networks. “Building on Microsoft Azure, we ensure a reliable and consistent experience for users, architects, and the operators of these critical systems.”

Yousef Khalidi, corporate vice president of Azure Networking, Microsoft, said, “The evolution from large central enterprise datacenters to a hybrid environment is changing the IT landscape. That’s why at Microsoft, we designed Azure to be hybrid from the beginning. Our differentiated offerings like Azure Stack, to consistently build and run hybrid applications across cloud boundaries, and Azure Virtual WAN, which provides a simple, unified global connectivity and security platform, deliver the ultimate consistent cloud experience to customers. We’re pleased Arista selected Azure to help businesses realize the benefits that hybrid can deliver.”

Stated benefits include:

  • Deployment and runtime workload portability with consistent policy, identity, and controls enabling any workload to be freely placed in the location that best suits the business requirements
  • Consistent workload, device, and user identity across the Enterprise
  • Application and user observability and telemetry to rapidly identify and resolve issues
  • Full user and application state history enabling supervised learning models and AI/ML processing to uncover issues and risks before they affect the Enterprise
  • A global connectivity model from the user and edge to the datacenter, cloud, and AI/ML pipeline
  • Autonomic operations to include elastic scaling of networking resources in the hybrid cloud
  • Cloud-based management and transactional model enabling an increasingly consistent operating model across all Enterprise computing and application assets

https://www.arista.com/en/company/news/press-release/7749-pr-20190604

Arista's 7800R switches deliver 400G scalability for cloud networks

Arista Networks introduced its new 7800R3 Series switches boasting 36 400G ports per line card, a 4X increase compared to prior modular systems, to address the largest cloud data center routing requirements.

The rollout includes the new Arista 7800R family for 400G cloud networks and the next generation of the Arista 7500R, 7280R Series. All R3-Series feature the proven VoQ deep buffer architecture, with support for 400G, increased route scale and new telemetry functions.

The 7800R3 Series is initially available in 4 and 8 slot modular chassis, with up to 576 ports of 400G or 460Tbps of capacity for the largest scale environments, with a choice of both 100G and 400G modules with optional MACsec for secure interconnect across data centers. The 7800R Series support Segment Routing, MLAG, ECMP, EVPN and VXLAN technologies.

Tuesday, May 14, 2019

Arista's 7800R switches deliver 400G scalability for cloud networks

Arista Networks introduced its new 7800R3 Series switches boasting 36 400G ports per line card, a 4X increase compared to prior modular systems, to address the largest cloud data center routing requirements.

The rollout includes the new Arista 7800R family for 400G cloud networks and the next generation of the Arista 7500R, 7280R Series. All R3-Series feature the proven VoQ deep buffer architecture, with support for 400G, increased route scale and new telemetry functions.

The 7800R3 Series is initially available in 4 and 8 slot modular chassis, with up to 576 ports of 400G or 460Tbps of capacity for the largest scale environments, with a choice of both 100G and 400G modules with optional MACsec for secure interconnect across data centers. The 7800R Series support Segment Routing, MLAG, ECMP, EVPN and VXLAN technologies.

Arista 7800R3 Series Universal Spine 

  • Non-blocking 460Tbps of system capacity
  • High density 10/25/40/50/100/400G Ethernet
  • Scalable to 576 wire speed 400G ports
  • Ultra deep buffers up to 24GB per line card
  • Class-leading latency of 3.5usec
  • 14.4Tbps of fabric capacity per line card
  • Virtual Output Queues per port and CoS to eliminate head of line blocking

Arista 7500R3 Series Universal Spine

Enhancements to the 7500R3 Series deliver density and performance improvements with investment protection. The 7280R3 Series offers up to 48 400G ports that can be split into up to 192 100G ports.


  • Non-blocking 230Tbps of system capacity
  • High density 10/25/40/50/100/400G Ethernet
  • 288 wire speed 400G ports
  • Ultra deep buffers up to 16GB per line card
  • Class-leading latency of 3.5usec
  • 9.6Tbps of fabric capacity per line card
  • Virtual Output Queues per port and CoS to eliminate head of line blocking


Arista is also supporting Inband Network Telemetry (INT), IPFIX and Network Address Translation (NAT).

  • 7280PR3-48 and 7280PR3-24 offering 48 400G ports in 2U and 24 400G ports in 1U
  • 7280CR3-96, offering 96 100G ports in 2U and
  • 7280CR3-32P4, offering 4 400G ports plus 32 100G ports for space efficient Spines

All new platforms are available with 400G-OSFP or 400G-QSFP-DD configurations.

The new R3 Series products are shipping in Q3 2019.

http://www.arista.com

Thursday, May 2, 2019

Arista reports strong Q1, warns that cloud titan spending tightens

Arista Networks posted revenue of $595.4 million for its first quarter ended March 31, 2019, essentially flat compared to the fourth quarter of 2018, and an increase of 26% from the first quarter of 2018. GAAP gross margin was 63.9%, compared to GAAP gross margin of 62.9% in the fourth quarter of 2018 and 64.1% in the first quarter of 2018. GAAP net income amounted to $201.0 million, or $2.47 per diluted share, compared to GAAP net income of $144.5 million, or $1.79 per diluted share in the first quarter of 2018. Non-GAAP net income was $187.7 million, or $2.31 per diluted share, compared to non-GAAP net income of $134.1 million, or $1.66 per diluted share in the first quarter of 2018.

"Arista's Q1 results demonstrate our consistent execution and profitability despite the seasonality of the quarter. We are witnessing the deployment of cloud principles into new enterprise markets,” stated Jayshree Ullal, Arista President and CEO.

The cloud titan segment was once again Arista's largest vertical in Q1.
International sales amounted to 26%.

Regarding its Q2 guidance, Arista said it expects slower growth than its normal pattern:

  • Revenue between $600 million and $610 million;
  • Non-GAAP gross margin between 64% to 65%, and
  • Non-GAAP operating margin of approximately 36%

On a conference call, Arista executives said the massive spending by cloud titans in 2018 has led to a period of absorption in the first half of 2019. Specifically, one of Arista's hyperscale cloud titan customers has placed most orders on hold for Q2. Company executives said the sudden slowdown in orders from this cloud titan occurred in mid-March. Weaker spending by other cloud titans is also expected in Q2. The Service Provider segment is also lackluster. Meanwhile, enterprise sales momentum is healthy.

Arista’s board of directors also authorized a $1.0 billion stock repurchase program.

https://investors.arista.com

Thursday, March 14, 2019

OCP 2019: Arista's 12.8Tbps switch developed with Facebook

At OCP 2019, Arista Networks announced a high-radix 12.8Tbps switching system developed with Facebook with the goal of simplifying 100/400G networking.

The Arista 7360X Series doubles system density while reducing power consumption and cost by doubling the network diameter and reducing the number of required leaf-spine tiers. Full manageability via FBOSS (Facebook Open Switching Software) is supported for controlling power and thermal efficiency along with the control plane.

The new platform is a compact, four rack unit design and all active components are removable. It delivers a 60% reduction in power at under 10 watts per 100G port. Standards-based, the system comes with support for 100G QSFP and 400G OSFP or QSFP-DD optics and cables. Arista EOS delivers the advanced traffic management, automation and telemetry features needed to build and maintain modern cloud networks.
The Arista 7368X4 Series is available as an 8-slot modular system with a choice of 100G and 400G modules based on industry-standard interfaces and support for EOS.

It is currently shipping with 100G interfaces. Price per 100G port is under $600.

“The Arista solution has helped Facebook to gain significant improvements in power and space efficiency, reducing the number of switch chips in the network stack and allowing power to be freed up for compute resources,” said Najam Ahmad, Vice President Network Engineering for Facebook. “Having both an internally developed Minipack and the Arista solution allows Facebook to remain multi-sourced, with an option to run Arista EOS or FBOSS on both, where either system can be deployed in multiple tiers of networks.”

Thursday, February 14, 2019

Arista posts Q4 sales of $596 million, up 27% YoY

Arista Networks reported fevenue of $595.7 million for Q4 2018, an increase of 5.8% compared to the third quarter of 2018, and an increase of 27.3% from the fourth quarter of 2017. GAAP gross margin was 62.9%, compared to GAAP gross margin of 64.2% in the third quarter of 2018 and 65.7% in the fourth quarter of 2017. GAAP net income was $170.3 million, or $2.10 per diluted share, compared to GAAP net income of $103.8 million, or $1.29 per diluted share, in the fourth quarter of 2017. Non-GAAP net income was $182.2 million, or $2.25 per diluted share, compared to non-GAAP net income of $137.3 million, or $1.71 per diluted share, in the fourth quarter of 2017.

"We are pleased with our solid 2018 financial performance and continued momentum across cloud titan and enterprise verticals. Arista is earning a strategic role with customers deploying transformative cloud networking,” stated Jayshree Ullal, Arista President and CEO.

Thursday, November 1, 2018

Arista hits Q3 revenue of $563 million, up 29% yoy

Arista Networks reported record revenue of $563.3 million for the third quarter of 2018, an increase of 8.4% compared to the second quarter of 2018, and an increase of 28.7% from the third quarter of 2017. GAAP net income of $168.5 million, or $2.08 per diluted share, compared to GAAP net income of $133.7 million, or $1.68 per diluted share, in the third quarter of 2017. Non-GAAP net income of $171.3 million, or $2.11 per diluted share, compared to non-GAAP net income of $128.2 million, or $1.62 per diluted share, in the third quarter of 2017. GAAP gross margin of 64.2%.

Commenting on the company's financial results, Ita Brennan, Arista’s CFO, said, “The business continued to execute well across key financial metrics in the quarter, with continued healthy revenue growth and earnings expansion.”

https://s21.q4cdn.com/861911615/files/doc_presentations/2018/11/2018-Highlights-Q3.pdf



Tuesday, October 23, 2018

Arista debuts 32-port 400G Ethernet switches

Arista Networks introduced its first two switches supporting 400 Gigabit Ethernet and designed for high-density leaf spine data center networks, including 100G connectivity to servers and 400G connectivity in the leaf-spine fabric.

Both of the new Arista 7060X4 Series switches are based on the Broadcom 12.8 Tbps Tomahawk 3 silicon, support 32 400G ports in a compact 1U chassis. In addition, each 400G port can be split into four 100G ports, which supports a total of 128 100G ports in a 1U chassis.

The switches uses industry-standard optics for 400G and offers the choice of two optical module form factors - OSFP and QSFP-DD. Both form factors offer a wide choice of 400G optics and cables, including optics that provide backward compatibility for 100G ports.

“We are delighted to introduce our first 400G switching platforms delivering four times the throughput, double the price/performance and double the power efficiency of our previous 100G platforms,” said Andreas Bechtolsheim, Arista’s Chairman and Chief Development Officer. “These products will address pent up demand for more bandwidth in cloud networks, allowing cloud service providers to build much more scalable networks.”

Arista said both switches are fully qualified for its EOS.

Highlighted features:

  • Enhancements in Arista EOS traffic management and load balancing take advantage of on-chip improvements in buffering and routing resources.
  • 4X increase in bandwidth density compared to existing 100G 1U switches
  • Optimized shared buffer to lower application latency for AI and storage workloads
  • Elephant Flow Detector for advanced traffic management
  • Traffic awareness with Dynamic Load Balancing and Dynamic Group Multipath to improve performance in large cloud and HPC networks
  • Increased routing capacity combined with 2X IO increase for hyperscale leaf-spine
  • Low power optimized with uncompromised performance at 12.8 Tbps
  • Consistent EOS support including cloud-based automation, analytics and availability
  • Choice of OSFP and QSFP-DD optics supporting 50G/100G/200G and 400G speeds
  • Moving network tiers to 400G with high density 100G compute maximizes the performance of next-generation applications such as artificial intelligence, machine learning, and server-less compute through greater network speeds and by eliminating oversubscription between leaf and spine tiers.


https://www.arista.com/en/company/news/press-release/6084-pr-20181023

Tuesday, October 16, 2018

Arista integrates Mojo wireless into its campus architcture

Arista Networks unveiled the next phase in its campus architecture by introducing wireless networking into its CloudVision platform.

The wireless capabilities, which are based on Arista's acquisition of Mojo Networks, include access points for a controller-less wireless network. These AP solutions are available in disaggregated options harnessing the power of cloud, machine learning and cognitive computing to deliver great experiences to WiFi users.

Arista's CloudVision's Device Analyzer provides inventory and deep flow analysis of all connected devices. Arista said campus administrators can access device type, connectivity method, location and communication patterns. This visibility enables an administrator to identify unauthorized traffic and compromised endpoints. Since CloudVision spans the data center and the campus, customers can leverage a single platform for end-to-end troubleshooting.

The Arista Cognitive WiFi software and family of disaggregated access points is available now, including the new Client Journey and WiFi Tracer feature sets. Arista’s CloudVision for Campus is available in Q4 2018 for early field trials and general availability in the first half of 2019.

Arista’s Cognitive WiFi is based on a similar CMP model for cognitive analytics unifying the operational experience across wired and wireless. CloudVision WiFi enhances real-time insight into the experience of WiFi clients to connect and utilize the network.

Tuesday, September 25, 2018

Arista integrates with Microsoft Azure Stack

Arista Networks' Any Cloud software platform is now supported in Microsoft Azure Stack.  This includes the virtualized Arista vEOS Router combined with CloudVision with Cloud Tracer functionality.

Arista's vEOS Router leverages a cloud-grade routing stack and IPsec VPN tunnels to reliably and securely interconnect workloads across multi-cloud deployments. As a virtual network appliance, it runs identically in both Azure Public Cloud and on premises Azure Stack as well as other major cloud platforms. Arista said this approach provides a consistent and familiar operational experience via its industry-standard Command Line Interface (CLI), open APIs, value added-extensions, cloud-grade routing, telemetry, and orchestration tools in both on-premises and public cloud locations as well as across multiple clouds. Arista vEOS Router provides improved scaling and visibility for enterprise customers adopting hybrid cloud deployment architectures with a single-image routing stack.

“Arista has had a long-standing relationship with Microsoft. The combination of Arista EOS with both Azure and Azure stack brings the best of secure connectivity and cloud principles to top enterprises around the world,” said Jeff Raymond, Vice President EOS Software and Services for Arista Networks."

Natalia Mackevicius, Director, Azure Stack, Microsoft Corp. said, “As Microsoft expands the footprint of Microsoft Azure, we are pleased to have Arista Networks join us as an ISV partner with cloud networking platforms now available for Azure Stack in the Azure Marketplace. Since 2010, Arista and Microsoft have collaborated to bring our mutual clients the benefits of Azure and Azure Stack in cloud networking environments.”

Arista vEOS Router includes Arista A-Care support and is sold as a monthly subscription. vEOS Router is available now in the Microsoft Azure Marketplace for Azure Public Cloud and Azure Stack. The complete Any Cloud platform, including CloudVision and vEOS Router is available for most common hypervisors (Linux KVM and VMware ESXi) and for public cloud platforms including Azure, AWS, GCP and other clouds.

Sunday, September 16, 2018

Arista acquires Metamako for FPGA-enabled switch

Arista Networks has acquired Metamako, a start-up specializing in low-latency, FPGA-enabled network solutions. Financial terms were not disclosed.

Metamako is based in Sydney, Australia and was founded by Scott Newham, Dave Snowdon and Charles Thomas, who have a background in ultra-low latency hardware, software and algorithmic trading. Metamako offers a layer 1 switch specifically designed for latency-sensitive applications such as trading.

Arista said the acquisition will play a key role in the delivery of next-generation platforms for low-latency applications.

“It’s with great pleasure that we bring Metamako’s award-winning, ultra-low latency technology to the Arista family of platforms,” said Anshul Sadana, Chief Customer Officer for Arista Networks. “The shared philosophy and focus between our two companies will be instrumental in delivering the world’s fastest solutions to our customers in financial services and stock exchanges.”


Monday, August 6, 2018

Arista to pay $400M to Cisco, resolving patent dispute

Cisco and Arista reached a settlement resolving their long-running patent dispute.

Under the deal, Arista will pay $400 million to Cisco, and Cisco agrees not to assert against Arista patents that were included in the litigation as long as Arista shall continue to implement workarounds it had put in place to certain of those patents.

In an SEC 8-K filing, Cisco also said Arista agreed to make certain changes to the user interfaces of its products.

The parties also to use an arbitration process to resolve any further patent infringement claims for the next three years, and not to bring to an action against the other for patent or copyright (except for any claims of source code misappropriation) infringement for the next five years.


Cisco Hits Arista with Multiple Patent Lawsuit

Cisco filed a patent infringement lawsuit against Arista Networks, claiming that a dozen key switching features covered by 14 different U.S. patents held by Cisco were copied.

In a blog post, Mark Chandler, General Counsel at Cisco, writes that none of these features are incorporated in industry standards andy were patented by individuals who worked for Cisco and are now at Arista, or who at Cisco worked with executives who are now at Arista. Specifically, Cisco's complaint cites the following technologies that are incorporated by Arista in their entirety into Arista’s products.

  • System Database (“SysDB”) (Arista uses Cisco’s networking device implementation covered by Cisco Patent No. 7,162,537)
  • Zero-Touch Provisioning (“ZTP”) (Arista uses Cisco’s implementation covered by Cisco Patent No. 7,290,164)
  • On Board Failure Logging (“OBFL”) (Arista uses Cisco’s implementation covered by Cisco Patent No.7,340,597)
  • Control Plane Policing (“CoPP”) (Arista uses Cisco’s implementation covered by Cisco Patent No. 7,224,668)
  • Spanning Tree Loop Guard(Arista uses Cisco’s implementations covered by Cisco Patent Nos. 7,460,492 & 7,061,875 )
  • In-Service System Upgrades (“ISSU”) (Arista uses Cisco’s implementation described by Cisco Patent No. 8,356,296)
  • Virtual Port Channels (“vPC”) (Arista uses Cisco’s implementation covered by Cisco Patent No 8,051,211)
  • Access Control ListsImprovements (“ACL”) (Arista uses Cisco’s implementation covered by Cisco Patent Nos. 7,023,853 & 6,377,577)
  • Private Virtual Local Area Networks (“Private VLANs”) (Arista uses Cisco’s implementation covered by Cisco Patent Nos. 6,741,592 & 7,200,145)
  • Generic Command Interface (Arista uses Cisco’s implementation covered by Cisco Patent No. 7,047,526)
  • CLI Command Data Translation (Arista uses Cisco’s implementation covered by Cisco Patent No. 7,953,886)
Furthermore, Chandler argues that "Arista promotes the theft of Cisco’s intellectual property as a key differentiator for Arista versus other Cisco competitors."

Mark Chandler's blog post is here:
http://blogs.cisco.com/news/protecting-innovation

A copy of the complaint is posted here:
http://www.slideshare.net/Cisco/cisco-patent-complaint-against-arista

Thursday, August 2, 2018

Arista hits $2 billion annual revenue rate, acquires Mojo for WiFi

Arista Networks reported revenue of $519.8 million for its second quarter of 2018, an increase of 10.0% compared to its first quarter of 2018, and an increase of 28.3% from the second quarter of 2017. GAAP gross margin was 64.2%.

GAAP net income of $150.7 million, or $1.86 per diluted share, compared to GAAP net income of $102.7 million, or $1.30 per diluted share, in the second quarter of 2017. Non-GAAP net income of $155.7 million, or $1.93 per diluted share, compared to non-GAAP net income of $105.5 million, or $1.34 per diluted share, in the second quarter of 2017.

“Arista is one of the fastest networking companies to achieve a $2 billion annual revenue rate, driven by its industry leadership in software-defined networking,” stated Jayshree Ullal, Arista President and CEO. “In Q2 2018 we comfortably surpassed the $500 million revenue mark with record profitability.”

Arista agreed to acquire Mojo Networks for its Cognitive WiFi and cloud-managed wireless networking.

“We are excited about Arista's first acquisition transaction and its significance to Arista's cognitive campus vision. We welcome the Mojo Networks employees to the Arista family,” stated Ms. Ullal. Financial terms were not disclosed. Mojo is based in Mountain View, California.


Monday, July 23, 2018

Arista'a Any Cloud hybrid platform reaches Google Cloud Platform

Arista's Any Cloud hybrid cloud networking platform is now available on Google Cloud Platform. This includes the virtualized Arista vEOS Router combined with CloudVision with Cloud Tracer functionality.

Arista's vEOS Router leverages a cloud-grade routing stack and IPsec VPN tunnels to reliably and securely interconnect workloads across multi-cloud deployments. In addition, vEOS Router is integrated with Google Cloud provider APIs to enable easy deployment, automation, analytics, and end-to-end visibility. Arista CloudVision provides advanced visibility and automation, extending the cloud networking model of Arista on-premises cloud network platforms to Google Cloud Platform.

Arista said its hybrid cloud platform now offers cloud platform-specific images for Amazon Web Services, Google Cloud Platform, Microsoft Azure Cloud, Microsoft Azure Stack on-premise Cloud, and common on-premises hypervisor platforms. Support in each environment is coupled with validation and registration of these solutions in the cloud marketplace infrastructure provided by each cloud provider, thus making deployment simple for enterprise customers.

Arista's Any Cloud aims for universal cloud consistency

Arista Networks unveiled its strategy for extending its Extensible Operating System (EOS) across private cloud datacenters and public cloud providers.

The Arista Any Cloud software platform will support Amazon Web Services (AWS), the Microsoft Azure cloud platform, Microsoft Azure Stack, Google Cloud Platform and Oracle Cloud Infrastructure.  Arista will also be providing integration with the Equinix Cloud Exchange, which provides direct high-performance connections to 70+ cloud providers.

Key elements of the Arista Any Cloud solution include the Arista vEOS Router for hypervisors (KVM and VMware ESX) and for cloud platforms (AWS and Azure), and the Arista Cloud Tracer as a CloudVision-based application. Arista’s new Cloud Tracer assures that visibility and availability metrics are tracked consistently across the entire hybrid cloud environment, including public cloud direct connections, remote datacenter connections and cloud exchange points.

Arista said its Any Cloud solution will provide its enterprise customers with a common Universal Cloud Network experience.

“Arista’s Any Cloud platform transcends public and private clouds, radically changing the on-premises enterprise datacenter. We are helping customers realize their hybrid-cloud transformation by extending Arista EOS and CloudVision across network boundaries,” said Jayshree Ullal, President and CEO for Arista Networks.

Tuesday, June 5, 2018

Arista introduces leaf and spine switches powered by Barefoot silicon

Arista Networks introduced a family of multi-function leaf and spine platforms powered by Barefoot Networks' Tofino series of P4-programmable Ethernet switch chips.

The new Arista 7170 Series switches, which run the Arista EOS (Extensible Operating System) SDK, can boost server performance by offloading Hypervisor vSwitch networking functions such as tunnel termination, security policy enforcement and address translation onto the leaf switch, allowing more work to be accomplished by the compute pool, saving equipment costs and lowering power and cooling.

The 7170 Series is available in two configurations to address both leaf and spine roles:
  • The 2U 7170-64C supports up to 64 ports of 100G or 12.8Tbps, with up to 5Bpps of packet forwarding and a fully shared packet buffer.
  • The 7170-32C is a compact 1U with 32 ports of 100G and the same range of profiles.

The 7170 Series is available now, with a choice of EOS Profiles. Additional profiles will be released over time, with the security and telemetry profiles planned for August 2018. Pricing starts at $1200/100G port for the 64 x 100G system.

“With the Arista 7170 Series and EOS we are able to offer new and interesting features that leverage the flexible pipeline of the 7170 Series. At the same time, we took advantage of the programmability to increase the scale of many existing features for tunnel encapsulation, filtering, traffic analysis and address translation,” said Hugh Holbrook, Vice President, Software Engineering for Arista Networks.

"With Tofino, Barefoot has proven that programmability can be delivered without compromise on performance and I believe that future switch chips will be fully programmable - there is no reason not to. It allows protocols to be lifted up and out of hardware into software. Arista’s first Tofino based platforms do exactly that, using P4 to deliver customized profiles to their customers. Programmable switches take differentiation in the market to a whole new level. This is going to get interesting.” said Nick McKeown, Chief Scientist and Co-Founder at Barefoot Networks.

Alibaba, AT&T, Baidu, Tencent adopt Barefoot forwarding plane


Barefoot Networks, a provider of advanced, high speed switching technology, announced significant market momentum driven by growing demand for its programmable forwarding plane technology.

Barefoot's 6.5 Tbit/s Tofino switch, which is claimed to be the fastest and P4-programmable switch chip, has been sampling to customers since the fourth quarter of 2016. The company noted that its technology is being adopted by large enterprises and telecommunications providers to increase network performance and efficiency through leveraging programmable forwarding plane technology.

Barefoot stated that it has recently worked with AT&T and SnapRoute to deliver what it believes is the first real-time path and latency visualisation. Utilising Tofino and In-band Network Telemetry (INT), AT&T was able to gain deep insight into the network down to packet-level for the first time to help to address bottlenecks caused by path or latency variation.

Barefoot noted it took 6 weeks to develop the visualisation capability before it was deployed into AT&T's production environment carrying live customer traffic over a Washington DC to San Francisco link.

In addition, major Internet companies Alibaba, Baidu and Tencent have used Tofino and P4 to address challenges in their networks. Barefoot noted that the demands of mega-scale data centres are growing to support new applications and services, while legacy fixed-function switching technology is not sufficiently flexible and so they are using Barefoot to develop custom forwarding planes. The companies are therefore able to adopt load balancing, DDoS protection and INT features without affecting performance.

Barefoot has also expanded its ecosystem via partnerships with equipment manufacturers based in Asia. To date, the company has announced go-to-market partnerships with Edgecore Networks, WNC, H3C, Ruijie and ZTE. These partnerships are designed to enable Barefoot to meet growing demand for programmable networking across a range of network environments.



  • Barefoot Networks, based in Palo Alto, California, exited stealth and unveiled its user-programmable Tofino switch chip in June 2016. Founded in 2013, Barefoot is backed by investors including Andreessen Horowitz, Lightspeed Venture Partners and Sequoia Capital. The company has raised approximately $155 million in five funding rounds, most recently raising $23 million in November 2016 in a round led by Alibaba and Tencent.

See also