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

Thursday, February 18, 2021

Arista returns to growth with Q4 revenue of $648.5 million, up 17% yoy

Arista Networks reported Q4 2020 revenue of $648.5 million, an increase of 7.1% compared to the third quarter of 2020, and an increase of 17.4% from the fourth quarter of 2019. 

GAAP gross margin was 63.9%. Non-GAAP net income was $197.7 million, or $2.49 per diluted share, compared to non-GAAP net income of $183.4 million, or $2.29 per diluted share in the fourth quarter of 2019.


“I am pleased with Arista's return to growth in Q4 2020. With our laser focus on customer success, pristine financials and transformative innovations, Arista is well positioned to continue our momentum in the post pandemic era,” stated Jayshree Ullal, President and CEO of Arista Networks.

Commenting on the company’s financial results, Ita Brennan, Arista’s CFO said, “The Arista team showed great resilience and flexibility throughout 2020, maintaining operational excellence, while executing well on our market and product diversification initiatives.”

https://investors.arista.com/Home/default.aspx

Wednesday, February 17, 2021

Arista completes 400G ZR testing over Microsoft's testbed

Arista Networks completed interoperability testing between multiple 400G ZR suppliers over Microsoft’s 120km open line system testbed. 

Arista said the multi-vendor testing sets the foundation for a healthy, interoperable, coherent optics ecosystem. 

Hacene Chaouch, Distinguished Engineer at Arista Networks commented, "We are very pleased with the demonstrated performance of the 400G ZR transceiver modules. Being able to seamlessly support modules from multiple 400G-ZR vendors on our standard routing platforms constitutes a significant advancement in the DCI space."

Jamie Gaudette, Principal Engineering Manager of Microsoft’s Backbone Network said, “We are pleased with the progress on 400G ZR. Thanks to our collaboration with OIF, we’ve achieved multi-vendor interoperation and cost effective 400G transport, allowing Microsoft to offer more bandwidth to our customers and accelerate our datacenter expansion.”

https://www.arista.com/en/company/news/press-release/12161-pr-20210217

Tuesday, February 2, 2021

Arista intros Multi-Domain Macro-Segmentation Service

Arista Networks introduced a Multi-Domain Macro-Segmentation Service ifor integrating security policy with the network through an open and consistent network segmentation approach across network domains. 

The service, which is enabled through Arista EOS (Extensible Operating System) and CloudVision capabilities, includes a new group segmentation approach, MSS-Group, intended to simplify access control for users and IoT devices in enterprise workspaces. Available on EOS-based switches, MSS-Group implements security policy enforcement based on logical groups rather than traditional approaches based on interfaces, subnets or physical ports. 

Arista said the implicit trust associated with network location needs to be replaced with continuous, proactive network monitoring with behavioral-based situational analysis for asset visibility and rapid incident response. Arista’s zero trust security approach is designed to address this evolution, combining network-based multi domain segmentation, situational awareness and visibility for all network resources, and AI-driven network detection and response.

https://blogs.arista.com/blog/time-for-zero-trust-networking-is-now


Monday, December 21, 2020

Arista begins Attack Surface Assessment service

Arista Networks will begin offering an Attack Surface Assessment, an advanced security service delivered through the recent acquisition of Awake Security, a start-up offering a Network Detection and Response (NDR) platform. 

Arista's new offering finds threats to devices and applications known to the IT and security teams, as well as shadow IT and unmanaged infrastructure across client to campus, data center and cloud.

“Sophisticated threats are no longer reliant on traditional malware,” said Rahul Kashyap, Vice President and General Manager, Arista’s NDR Security Division. “The recent supply chain attacks have exposed gaps in security programs. This new offering reinforces our commitment to help our customers defend against Sunburst and future threats.”

For more details on Awake’s approach to detecting supply chains threats like the SolarWinds / Sunburst campaign, see the blog at

https://awakesecurity.com/blog/detecting-supply-chain-threats-like-solarwinds-sunburst/

Arista to acquire Awake Security

Arista Networks agreed to acquire Awake Security, a start-up offering a Network Detection and Response (NDR) platform. Financial terms were not disclosed.

Awake, which is based in Santa Clara, California, combines artificial intelligence (AI) with human expertise to autonomously hunt and respond to insider and external threats. The Awake platform analyzes network traffic and autonomously identifies, assesses, and processes threats. 

"We see an exciting future for Awake within the Arista family," said Rahul Kashyap, CEO for Awake Security. “Awake pioneered NDR platforms for real-time AI-driven situational awareness to secure digital assets and then respond to mitigate those risks. This acquisition allows us to further that mission.”

"We warmly welcome Awake Security to the Arista team,” stated Anshul Sadana, COO for Arista Networks. “With the proliferation of users, devices and Internet of Things (IOT), Awake’s best of breed threat detection platform is synergistic with Arista’s market leading cognitive cloud networks, delivering proactive security for our customers.”

  • In April 2020, Awake Security, raised $36 million in Series C financing led by Evolution Equity Partners with participation from Energize Ventures and Liberty Global Ventures, as well as existing investors Bain Capital Ventures and Greylock Partners. The latest investment brings Awake’s total funding to nearly $80 million and will be used to propel expansion in areas including R&D, sales and marketing to meet the growing demand for the company’s advanced network traffic analysis platform. Awake also said that it has increased its annual recurring revenue (ARR) by close to 700% and doubled its employee headcount over the past year. 

Monday, November 2, 2020

Arista debuts 750 Series campus switches

Arista Networks announced its 750 Series systems within its Cognitive Campus portfolio, the first 100G ready. The introduction includes high-density 1G to 10G modular PoE (Power over Ethernet) switches, built for security, modern IoT and real-time telemetry and the 720 Series 96 port.

The Arista 750 Series and 720 Series 96 port switches are shipping in Q4 2020.

CCS 750 Series Highlights

  • First modular campus systems with 100G uplinks for a total of 400G of capacity
  • High-density 1G to 10G and 90W PoE
  • 5-slot system supports up to 240 ports with 5 line cards in 7 rack units
  • 8-slot model allows up to 384 ports with 8 line cards in 10 RU

CCS 720 Series 96 port Highlights

  • Delivers higher capacity than fixed 1U systems
  • 96 mGig ports with 60W PoE
  • 25G and 100G uplinks for simpler deployments in modern campuses


Monday, September 28, 2020

Arista to acquire Awake Security

Arista Networks agreed to acquire Awake Security, a start-up offering a Network Detection and Response (NDR) platform. Financial terms were not disclosed.

Awake, which is based in Santa Clara, California, combines artificial intelligence (AI) with human expertise to autonomously hunt and respond to insider and external threats. The Awake platform analyzes network traffic and autonomously identifies, assesses, and processes threats. 

"We see an exciting future for Awake within the Arista family," said Rahul Kashyap, CEO for Awake Security. “Awake pioneered NDR platforms for real-time AI-driven situational awareness to secure digital assets and then respond to mitigate those risks. This acquisition allows us to further that mission.”

"We warmly welcome Awake Security to the Arista team,” stated Anshul Sadana, COO for Arista Networks. “With the proliferation of users, devices and Internet of Things (IOT), Awake’s best of breed threat detection platform is synergistic with Arista’s market leading cognitive cloud networks, delivering proactive security for our customers.”

  • In April 2020, Awake Security, raised $36 million in Series C financing led by Evolution Equity Partners with participation from Energize Ventures and Liberty Global Ventures, as well as existing investors Bain Capital Ventures and Greylock Partners. The latest investment brings Awake’s total funding to nearly $80 million and will be used to propel expansion in areas including R&D, sales and marketing to meet the growing demand for the company’s advanced network traffic analysis platform. Awake also said that it has increased its annual recurring revenue (ARR) by close to 700% and doubled its employee headcount over the past year. 




 

Tuesday, August 4, 2020

Arista posts Q2 sales of $541M, down 11% yoy

Arista Networks reported Q2 revenue of $540.6 million, an increase of 3.4% compared to the first quarter of 2020, and a decrease of 11.1% from the second quarter of 2019.

GAAP gross margin of 63.7%, compared to GAAP gross margin of 64.7% in the first quarter of 2020 and 64.1% in the second quarter of 2019. Non-GAAP net income was $167.0 million, or $2.11 per diluted share, compared to non-GAAP net income of $198.6 million, or $2.44 per diluted share in the second quarter of 2019.

"I am definitely pleased with our quarterly performance and proud of the tenacity shown by the Arista team in the face of the challenging pandemic era we live in," stated Jayshree Ullal, President & CEO of Arista Networks. "Arista's market position has been reinforced as we were placed in the leader’s category by two renowned market analyst firms."

In a conference call, Arista said it has won 50 customers for 400G so far, in various stages of deployment.



Thursday, July 30, 2020

Arista expands multicloud capabilities

Arista announced an expansion of its multi-cloud and cloud-native software capabilities, including:

  • CloudEOS Edge - supporting dynamic path selection services across all major cloud providers at the high-throughput network edge facing the Internet and multiple private and public carriers
  • AWS Transit Gateway Integration - seamless automated provisioning and multi-cloud routing, interoperable with AWS Transit Gateway services
  • Availability of Pay-as-You-Go elastic consumption of CloudEOS across AWS, Azure and GCP
  • Delivery of the Arista CloudEOS Terraform provider, enabling declarative software-defined provisioning of multi-cloud backbones through Hashicorp Terraform and Arista CloudVision
  • Multi-Cloud Dashboard - centralized visibility of enterprise multi-cloud backbones and resources through Arista CloudVision

“Simplifying the networking between cloud providers and geographic regions using fully-interoperable open standards enables the network to be as on-demand as compute and storage cloud services,” stated Douglas Gourlay, vice president and general manager of cloud networking software at Arista. “Production customers with hundreds of workloads deployed globally are realizing the quality and reliability of Arista EOS, now in an on-demand and elastic consumption model designed to interoperate with all major routing, WAN, and SD-WAN multi-vendor offerings.”

Arista's CloudEOS Edge is available in all major public cloud marketplaces now.

Wednesday, May 13, 2020

Colt trims latencies on key financial routes with Arista switches

Colt Technology Services has reduced latency on critical routes of its PrizmNet infrastructure in Europe. PrizmNet serves the high-frequency trading (HFT) sector and the Capital Markets community, including financial brokers, investment funds and banks, and FX-related applications.

Colt PrizmNet is underpinned by the Colt IQ Network, a 100Gbps optimised intelligent network that’s distributed to more than 29,000 on net buildings, 900 data centres and hundreds of data network connection points around the world.

Following recent investment in its ultra-low latency PrizmNet infrastructure in Asia, Colt has now implemented next-generation Arista 7130 Layer 1 switches (also known as Metamako Metamux) within the PrizmNet European core to provide even lower latency connectivity between the following key liquidity hubs and exchanges:

Equinix London (LD4) and London Stock Exchange (LSE)
Equinix London (LD4) and Interxion London (IXL)
Equinix London (LD4) and Equinix Frankfurt (FR2)
Interxion London (IXL) and Equinix Frankfurt (FR2)
Interxion London (IXL) and Equinix Zurich (ZH4)
Interxion London (IXL) and Bolsa de Madrid Colocation (BME)

Colt said customers connected to these hubs and exchanges via PrizmNet, and service providers using PrizmNet to connect to away markets or to execute to brokers or market data services, will automatically benefit from the latency reductions and performance enhancements on these routes.

“We know that every microsecond counts for Capital Markets participants. The latency reductions on these important European routes will help our PrizmNet customers improve their trading performance and execution success rates,” says Matthew Reinholds, Colt’s Head of Capital Markets for the US and Europe. “Colt will continue to monitor the market and make infrastructure investments to ensure we keep delivering the best possible latencies and performance for the Capital Markets community.”

Tuesday, May 5, 2020

Arista adds support for SONiC on its switching platforms

Arista Networks introduced a Switch Abstraction Interface (SAI) option that enables its customers to deploy SONiC software on Arista switching platforms.

Arista switches Powered by SONiC (Software for Open Networking in the Cloud) combines the open source software first introduced by Microsoft with Arista's EOS platform.

Arista’s SAI layer allows SONiC to run on Arista switches, leveraging Arista’s advanced hardware design and platform drivers. SONiC is an open source network operating system that runs on multiple hardware platforms and was developed initially by Microsoft for the Azure cloud platform.

Arista says the solution delivers robust software, modern streaming telemetry, verbose troubleshooting tools and diverse platform support. In addition, Arista provides integrated software and hardware support through its engineering and customer support organizations.

“This latest initiative is another proof point of the continued long-term partnership between Arista and Microsoft on our mutual cloud networking journey. This expansion of SONiC support allows customers to take advantage of Arista’s broad platform portfolio, high quality system design, as well as global support allowing for broader adoption of cloud networking,” said Dave Maltz, Distinguished Engineer, Microsoft.

“Arista has a long history of collaboration and support for open networking with major contributions to SONiC. Arista switches Powered by SONiC brings open software choices for on-premise enterprise datacenters. We are helping customers realize their cloud networking transformation around resilience, automation and modern analytics backed by world class engineering and support,” said Anshul Sadana, Chief Operating Officer, Arista Networks.

Key benefits of Arista SAI include:

  • Choice of high-performance platforms from Arista’s data center portfolio for leaf and spine networks
  • Lower opex by leveraging DevOps tools for consistent automation for compute and networking deployments
  • Native streaming of deep platform telemetry with OpenConfig APIs
  • High scale and extensive debugging capabilities leveraging from cloud deployment experience
  • 24x7 global customer support from Arista services organization for SAI and platform related issues for a positive end-user experience
  • Distribution of Arista switches Powered by SONiC will be available as a network operating system in addition to Arista’s standard EOS offering. Customers have the option of choosing between Arista EOS and Arista SAI with SONiC software on these systems, and as an added benefit, Arista platforms running SAI can be easily migrated to EOS, providing a flexible path to the mainstream, feature-rich EOS software for broader network roles.


The open source SONiC operating system is already available and in production on Arista switching platforms for select customers. Arista SAI on a range of Arista 7050X and 7060X switching platforms will be available in the second half of 2020.

Wednesday, April 22, 2020

Arista's Cognitive WiFi identifies Google Hangouts, Microsoft Teams and Zoom

Arista Networks updated its Cognitive WiFi software to offer real-time insight into the WiFi client journey, including the health of collaboration and video applications delivering optimal WiFi experiences through analytics and proactive remediation recommendations. Arista’s WiFi foundation is based on a modern and cloud-based approach unlike traditional controller-based WiFi legacy networks with overheads.

Highlights

  • Automated visibility of WiFi users' experience while using Google Hangouts, Zoom and Microsoft Team video collaboration applications, delivering an optimal client to application experience.
  • OpenConfig WiFi innovation for operational efficiency and scale, providing a standards-based management interface for WiFi access points.
  • Rapid problem resolution with new Cognitive WiFi artificial intelligence and machine learning capabilities for root cause analysis on per client or a group of clients accessing an application and applying remedial action recommendations.
  • New Location Services - Track location of any WiFi APs and clients on a floor; visualize WiFi associations; filter based on client or user information, or connectivity or performance issues.
  • Built-in Remote Access Point Capabilities
  • Easy upgrade for Arista WiFi 6 access points via software supporting uplink access (with orthogonal frequency-division multiple access OFDMA) and multi-user uplink (multiple input, multiple output MIMO) for improved investment protection.
  • These upgrades enhance IOT users to increase efficiency for high bandwidth applications like video collaboration assuring the optimal client to application experience.

“Recent world events have shown the importance of collaboration solutions and with these new capabilities, Arista is delivering the power of cloud-based cognitive analytics to identify, track and protect these critical business applications,” said John McCool, Chief Platform Officer and Senior Vice President of Engineering and Operations for Arista.

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.

Monday, March 9, 2020

Arista announces OSFP Optical Line System for 400G

Arista Networks announced an optical line system in an OSFP (Octal Small Form-factor Pluggable) module form factor. The OSFP-LS line system was purposely conceived and designed for the support of 400G ZR digital coherent optics.

The Arista OSFP-LS collapses legacy optical line systems into an OSFP module which can be plugged into any Arista OSFP port, supporting up to 8 DWDM wavelengths with a single fiber pair, and delivering up to 3.2Tbps of DCI traffic over 100km.

Arista describes its OSFP-LS as a highly compact, low power and cost-effective solution for increasing bandwidth between data centers without the need for external optical line systems. Features also include automatic setup with no operator configuration required.

“The OSFP-LS is far easier to deploy than conventional external line systems that require their own power feed and control management software while consuming valuable rack space. Interconnecting two data center sites with DWDM becomes as simple as connecting two switch ports,” said Hacene Chaouch, Distinguished Engineer, Arista Networks.

The OSFP-LS is in testing and qualification now with availability in 2H 2020.


Ciena and Arista conduct 400GE interoperability test

Ciena and Arista recently completed an interoperability test of their respective 400GE transport solution and high density native 400GE router.

The interoperability test leveraged Ciena’s Waveserver 5, powered by WaveLogic 5 Extreme (WL5e) coherent optics, and Arista’s 7280DR3 to show how high-bandwidth 100GE and 400GE client traffic can be maximized across any distance, supporting fiber capacities up to 38.4Tbps. The testing included successful transport of two 400GbE client signals from Arista’s 7280DR3 across a single WL5e 800G wavelength on Ciena’s Waveserver 5, demonstrating the most capacity achieved in the industry over a single set of electro-optics.

Ciena’s Waveserver 5 supports up to 12.8Tbps in a compact 2RU footprint and enables providers to maximize transport of high-bandwidth 100GE and 400GE client traffic across any distance using minimal hardware. Arista’s 7280DR3-24 router supports 9.6Tbps of throughput with 24x400GE ports in an ultra-compact 1RU footprint.

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.