Arista Networks Management

Management criteria checks 2/4

Arista Networks' CEO is Jayshree Ullal, appointed in Oct 2008, has a tenure of 15.5 years. total yearly compensation is $15.56M, comprised of 1.9% salary and 98.1% bonuses, including company stock and options. directly owns 3.1% of the company’s shares, worth $2.57B. The average tenure of the management team and the board of directors is 2.7 years and 5.3 years respectively.

Key information

Jayshree Ullal

Chief executive officer

US$15.6m

Total compensation

CEO salary percentage	1.9%
CEO tenure	15.5yrs
CEO ownership	3.1%
Management average tenure	2.7yrs
Board average tenure	5.3yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Jayshree Ullal's remuneration changed compared to Arista Networks's earnings?
Date	Total Compensation	Salary	Company Earnings
Dec 31 2023	US$16m	US$300k	US$2b
Sep 30 2023	n/a	n/a	US$2b
Jun 30 2023	n/a	n/a	US$2b
Mar 31 2023	n/a	n/a	US$2b
Dec 31 2022	US$11m	US$300k	US$1b
Sep 30 2022	n/a	n/a	US$1b
Jun 30 2022	n/a	n/a	US$1b
Mar 31 2022	n/a	n/a	US$933m
Dec 31 2021	US$16m	US$300k	US$841m
Sep 30 2021	n/a	n/a	US$785m
Jun 30 2021	n/a	n/a	US$729m
Mar 31 2021	n/a	n/a	US$676m
Dec 31 2020	US$6m	US$300k	US$635m
Sep 30 2020	n/a	n/a	US$712m
Jun 30 2020	n/a	n/a	US$753m
Mar 31 2020	n/a	n/a	US$797m
Dec 31 2019	US$1m	US$300k	US$859m
Sep 30 2019	n/a	n/a	US$769m
Jun 30 2019	n/a	n/a	US$729m
Mar 31 2019	n/a	n/a	US$384m
Dec 31 2018	US$8m	US$300k	US$328m
Sep 30 2018	n/a	n/a	US$261m
Jun 30 2018	n/a	n/a	US$227m
Mar 31 2018	n/a	n/a	US$484m
Dec 31 2017	US$8m	US$300k	US$422m

Compensation vs Market: Jayshree's total compensation ($USD15.56M) is above average for companies of similar size in the UK market ($USD5.62M).

Compensation vs Earnings: Jayshree's compensation has increased by more than 20% in the past year.

CEO

Jayshree Ullal (62 yo)

15.5yrs

Tenure

US$15,561,987

Compensation

Ms. Jayshree V. Ullal serves as Chief Executive Officer and Director at Arista Networks, Inc. since October 2008 & serves as it's Chairman and served as its President since October 2008 until 2023. Ms. Ull...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Jayshree Ullal	CEO & Chairperson	15.5yrs	US$15.56m	3.1% $ 2.6b
Andreas Bechtolsheim	Co-Founder & Chief Architect	less than a year	no data	14.62% $ 12.1b
Kenneth Duda	CTO,Co-Founder	12.6yrs	US$4.42m	0.34% $ 284.4m
Anshul Sadana	Chief Operating Officer	5.1yrs	US$7.39m	0.014% $ 11.7m
Marc Taxay	Senior VP & General Counsel	11.2yrs	US$3.44m	no data
Chantelle Breithaupt	Chief Financial Officer	less than a year	no data	no data
Rahul Kashyap	Chief Information Security Officer & VP of Cybersecurity	less than a year	no data	no data
Liz Stine	Director of Investor Relations Advocacy	no data	no data	no data
Mark Foss	Senior Vice President of Global Operations & Marketing	no data	no data	no data
Christopher Schmidt	Senior Vice President of World Wide Sales	no data	no data	no data
Isabelle Bertin-Bailly	Group Vice President of Worldwide Human Resources & Operations	no data	no data	no data
Hugh Holbrook	Chief Development Officer	less than a year	no data	no data

2.7yrs

Average Tenure

52.5yo

Average Age

Experienced Management: 0HHR's management team is considered experienced (2.7 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Jayshree Ullal	CEO & Chairperson	15.5yrs	US$15.56m	3.1% $ 2.6b
Kenneth Duda	CTO,Co-Founder	less than a year	US$4.42m	0.34% $ 284.4m
Charles Giancarlo	Independent Director	11yrs	US$338.93k	0.036% $ 29.7m
Mark Templeton	Independent Director	6.8yrs	US$336.93k	0.0098% $ 8.1m
Lewis Chew	Independent Director	2.8yrs	US$351.93k	0.0017% $ 1.4m
Kelly Battles	Independent Director	3.8yrs	US$336.93k	0.00082% $ 680.2k
Daniel Scheinman	Lead Independent Director	12.5yrs	US$393.93k	0.012% $ 10.1m
Yvonne Wassenaar	Independent Director	1.8yrs	US$341.93k	0.00078% $ 647.0k

5.3yrs

Average Tenure

60yo

Average Age

Experienced Board: 0HHR's board of directors are considered experienced (5.3 years average tenure).

Arista Networks Management

Management criteria checks 2/4

Key information

Recent management updates

Arista Networks, Inc., Annual General Meeting, Jun 07, 2024

Arista Networks, Inc. Appoints Chantelle Breithaupt as CFO Effective February 2024

Arista Networks Announces Board Changes

Arista Networks, Inc. Announces Executive Changes

Arista Networks, Inc., Annual General Meeting, May 31, 2022

Arista Networks, Inc., Annual General Meeting, May 31, 2022

Recent updates

Arista Networks, Inc., Annual General Meeting, Jun 07, 2024

Arista Networks, Inc. to Report Q1, 2024 Results on May 07, 2024

Now 22% overvalued after recent price rise

Arista Introduces Universal Network Observability

New minor risk - Shareholder dilution

Full year 2023 earnings released: EPS: US$6.75 (vs US$4.41 in FY 2022)

Arista Networks, Inc. Provides Earnings Guidance for the First Quarter of 2024

Now 21% overvalued after recent price rise

Now 21% overvalued after recent price rise

Arista Networks, Inc. to Report Q4, 2023 Results on Feb 12, 2024

Arista Networks, Inc. Appoints Chantelle Breithaupt as CFO Effective February 2024

Arista Networks Announces Board Changes

Arista Networks Unveils Zero Trust Networking Vision

Investor sentiment improves as stock rises 20%

Arista Networks, Inc. Provides Revenue Guidance for the Fourth Quarter of 2023

Third quarter 2023 earnings released: EPS: US$1.76 (vs US$1.16 in 3Q 2022)

Arista Networks Announces the Next Generation 7130 Series for Ultra-Low Latency Switch That Accelerates 25G Networking

Arista Networks, Inc. to Report Q3, 2023 Results on Oct 30, 2023

Second quarter 2023 earnings released: EPS: US$1.59 (vs US$0.97 in 2Q 2022)

Arista Networks, Inc. Provides Earnings Guidance for the Third Quarter of 2023

Arista Networks, Inc. to Report Q2, 2023 Results on Jul 31, 2023

New minor risk - Share price stability

Investor sentiment improves as stock rises 17%

First quarter 2023 earnings released: EPS: US$1.42 (vs US$0.88 in 1Q 2022)

Full year 2022 earnings released: EPS: US$4.41 (vs US$2.74 in FY 2021)

Arista Networks, Inc. Provides Revenue Guidance for the First Quarter of 2023

Now 20% undervalued

Arista Networks, Inc. to Report Q4, 2022 Results on Feb 13, 2023

Now 22% undervalued after recent price drop

Now 20% undervalued

Arista Networks, Inc. Delivers Next Generation Switching for Compute and Storage

Now 20% undervalued

Arista Delivers Continuous Integration Pipeline for Network as A Service Automation

Third quarter 2022 earnings released: EPS: US$1.16 (vs US$0.73 in 3Q 2021)

Arista Networks, Inc. Provides Earnings Guidance for the Fourth Quarter of 2022

Investor sentiment deteriorated over the past week

Arista Networks, Inc. to Report Q3, 2022 Results on Oct 31, 2022

Arista Delivers Next Generation Cloud Routing

Second quarter 2022 earnings released: EPS: US$0.97 (vs US$0.64 in 2Q 2021)

Arista Networks, Inc. Provides Revenue Guidance for the Third Quarter of 2022

Arista Networks, Inc. Announces Executive Changes

Arista Networks, Inc. to Report Q2, 2022 Results on Aug 01, 2022

Arista Networks, Inc.(NYSE:ANET) dropped from Russell 1000 Value-Defensive Index

Arista Introduces Next Generation 7130 Series Systems for Converged Ultra Low Latency Networking

First quarter 2022 earnings released: EPS: US$0.88 (vs US$0.59 in 1Q 2021)

Arista Networks, Inc. Provides Earnings Guidance for the Second Quarter 2022

Arista Networks, Inc., Annual General Meeting, May 31, 2022

Arista Networks, Inc., Annual General Meeting, May 31, 2022

Arista Networks, Inc. to Report Q1, 2022 Results on May 02, 2022

Arista Introduces Edge as Service with Cognitive Unified Edge Solution

Now 21% undervalued after recent price drop

Arista Integrates Threat Detection and Response into the Cognitive Campus

Arista Networks, Inc. Provides Earnings Guidance for the First Quarter of 2022

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Now 24% undervalued after recent price drop

Now 21% undervalued

Third quarter 2021 earnings released: EPS US$2.92 (vs US$2.22 in 3Q 2020)

Arista Networks, Inc. Announces Expansion of its Cloud-Grade Routing Solutions for Next Generation Network Edge Roles in the Multi Cloud Era

Second quarter 2021 earnings released: EPS US$2.58 (vs US$1.91 in 2Q 2020)

Arista Networks Launches Sub 100ns Ultra-Low Latency Switch for Financial Services

First quarter 2021 earnings released: EPS US$2.36 (vs US$1.82 in 1Q 2020)

Arista Networks, Inc. Provides Earnings Guidance for Second Quarter of 2021

New 90-day low: US$270

Full year 2020 earnings released: EPS US$8.35 (vs US$11.26 in FY 2019)

Revenue beats expectations

Arista Networks Completes 400G ZR Interoperability Testing

Arista Networks Announces to Delivers Multi-Domain Segmentation for Zero Trust Enterprise

Arista Networks, Inc. to Report Q4, 2020 Results on Feb 18, 2021

President recently sold US$33m worth of stock