Arista Networks Management

Management criteria checks 2/4

Arista Networks' CEO is Jayshree Ullal, appointed in Oct 2008, has a tenure of 16.08 years. total yearly compensation is $15.56M, comprised of 1.9% salary and 98.1% bonuses, including company stock and options. directly owns 3.04% of the company’s shares, worth MX$71.88B. The average tenure of the management team and the board of directors is 2.9 years and 5.9 years respectively.

Key information

Jayshree Ullal

Chief executive officer

US$15.6m

Total compensation

CEO salary percentage	1.9%
CEO tenure	16.1yrs
CEO ownership	3.0%
Management average tenure	2.9yrs
Board average tenure	5.9yrs

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
Sep 30 2024	n/a	n/a	US$3b
Jun 30 2024	n/a	n/a	US$2b
Mar 31 2024	n/a	n/a	US$2b
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 ($USD15.56M) is above average for companies of similar size in the MX market ($USD5.78M).

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

CEO

Jayshree Ullal (63 yo)

16.1yrs

Tenure

US$15,561,987

Compensation

Ms. Jayshree V. Ullal serves as Chief Executive Officer, President and Director at Arista Networks, Inc. since October 2008 and serves as its Chairman since December 2023. Ms. Ullal serves as Independent D...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Jayshree Ullal	President	16.1yrs	US$15.56m	3.04% MX$ 71.9b
Andreas Bechtolsheim	Co-Founder & Chief Architect	less than a year	no data	14.54% MX$ 343.5b
Kenneth Duda	Co-Founder	20.8yrs	US$4.42m	0.30% MX$ 7.1b
Marc Taxay	Senior VP & General Counsel	11.8yrs	US$3.44m	no data
Chantelle Breithaupt	Senior VP & CFO	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	Chief Sales Officer	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
Ashwin Kohli	Chief Customer Officer	4.8yrs	no data	no data

2.9yrs

Average Tenure

55yo

Average Age

Experienced Management: ANET *'s management team is considered experienced (2.9 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Jayshree Ullal	President	16.1yrs	US$15.56m	3.04% MX$ 71.9b
Kenneth Duda	Co-Founder	less than a year	US$4.42m	0.30% MX$ 7.1b
Charles Giancarlo	Independent Director	11.6yrs	US$338.93k	0.032% MX$ 743.9m
Mark Templeton	Independent Director	7.4yrs	US$336.93k	0.010% MX$ 237.3m
Lewis Chew	Independent Director	3.3yrs	US$351.93k	0.0020% MX$ 46.5m
Kelly Battles	Independent Director	4.3yrs	US$336.93k	0.00070% MX$ 16.5m
Daniel Scheinman	Lead Independent Director	13.1yrs	US$393.93k	0.012% MX$ 284.6m
Yvonne Wassenaar	Independent Director	2.3yrs	US$341.93k	0.0010% MX$ 23.9m

5.9yrs

Average Tenure

61yo

Average Age

Experienced Board: ANET *'s board of directors are considered experienced (5.9 years average tenure).

Arista Networks Management

Management criteria checks 2/4

Key information

Recent management updates

Co-Founder recently sold Mex$78m worth of stock

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

Recent updates

Arista Networks, Inc. Provides Revenue Guidance for the Full Year 2025

Third quarter 2024 earnings released: EPS: US$2.38 (vs US$1.76 in 3Q 2023)

Arista Networks, Inc. Provides Revenue Guidance for the Fourth Quarter of 2024

Arista Networks, Inc. to Report Q3, 2024 Results on Nov 07, 2024

Second quarter 2024 earnings released: EPS: US$2.12 (vs US$1.59 in 2Q 2023)

Arista Networks, Inc. Provides Revenue Guidance for the Third Quarter of 2024

Arista Networks, Inc. to Report Q2, 2024 Results on Jul 30, 2024

Now 19% overvalued after recent price rise

Now 28% overvalued after recent price rise

Investor sentiment improves as stock rises 15%

Arista Networks Unveils Etherlink AI Networking Platforms

Arista Delivers Holistic AI Solutions in Collaboration with NVIDIA

Co-Founder recently sold Mex$78m worth of stock

Arista Networks, Inc. (NYSE:ANET) announces an Equity Buyback for $1,200 million worth of its shares.

First quarter 2024 earnings released: EPS: US$2.04 (vs US$1.42 in 1Q 2023)

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

Arista Networks Launches Next Generation Multi-Domain Segmentation for Zero Trust Networking

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

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

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

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 16%

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

Investor sentiment deteriorates as stock falls 15%

Investor sentiment deteriorates as stock falls 15%

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

Investor sentiment improves as stock rises 22%

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

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

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

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

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

Arista Delivers Next Generation Cloud Routing

Investor sentiment improved over the past week

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

Now 20% undervalued after recent price drop

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

Arista Integrates Threat Detection and Response into the Cognitive Campus

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

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

Investor sentiment improved over the past week

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