Wall Street: Arista de-facto standard in data center networking

"Arista's differentiation may be placing it above other switch vendors... International revenues comprised 25% of total in 2Q, with EMEA +125% YoY and APAC at +230% YoY."

New York City:   Tue, 11/4/14 - 6:06pm    View comments
 

In a stunning reversal for Cisco this week, RBC Capital Markets Managing Director Mark Sue, anointed Arista Networks as the de-facto standard in data center networking:

"Our view: Arista is set to beat and raise, strong customer growth points to further potential as the de-facto standard in data center networking.

"Share gains are from Cisco, Juniper, and others and Arista's U.S. win rate may soon be replicated overseas as data center builds expand with Asian web giants. Look for expanding deals with increasingly friendly partner VMware:"

• Arista and VMware NSX Integration
• Arista Networks & VMware NSX-MH Integration
• Arista Solution for VMware EVO
• VMware and Arista Network Virtualization Reference Design Guide for VMware vSphere Environments
• Impact of Virtualization on Cloud Networking

"Arista's differentiation may be placing it above other switch vendors... International revenues comprised 25% of total in 2Q, with EMEA +125% YoY and APAC at +230% YoY."
 

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