Arista Networks Inc

NYSE:ANET Stock Report

Market Cap: US$164.6b

Arista Networks Management

Management criteria checks 4/4

Arista Networks' CEO is Jayshree Ullal, appointed in Oct 2008, has a tenure of 17.17 years. total yearly compensation is $8.95M, comprised of 3.4% salary and 96.6% bonuses, including company stock and options. directly owns 2.31% of the company’s shares, worth $3.81B. The average tenure of the management team and the board of directors is 2 years and 5.4 years respectively.

Key information

Jayshree Ullal

Chief executive officer

US$8.9m

Total compensation

CEO salary percentage3.35%
CEO tenure17.2yrs
CEO ownership2.3%
Management average tenure2yrs
Board average tenure5.4yrs

Recent management updates

Recent updates

Arista Networks: Markets Are Wrong For 2 Key Reasons

Nov 18

Arista Networks Inc (NYSE:ANET) Looks Just Right With A 30% Price Jump

Jul 20
Arista Networks Inc (NYSE:ANET) Looks Just Right With A 30% Price Jump

We Discuss Why The CEO Of Arista Networks Inc (NYSE:ANET) Is Due For A Pay Rise

May 23
We Discuss Why The CEO Of Arista Networks Inc (NYSE:ANET) Is Due For A Pay Rise

Arista Networks' (NYSE:ANET) Solid Earnings Are Supported By Other Strong Factors

May 14
Arista Networks' (NYSE:ANET) Solid Earnings Are Supported By Other Strong Factors

Market Participants Recognise Arista Networks Inc's (NYSE:ANET) Earnings Pushing Shares 27% Higher

May 13
Market Participants Recognise Arista Networks Inc's (NYSE:ANET) Earnings Pushing Shares 27% Higher

Arista Networks Inc Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next

May 09
Arista Networks Inc Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next

Arista Networks Q1 Preview: AI-Powered Load Balancing And Observability

Apr 28

Estimating The Intrinsic Value Of Arista Networks Inc (NYSE:ANET)

Apr 27
Estimating The Intrinsic Value Of Arista Networks Inc (NYSE:ANET)

800 Gigabit Ethernet And AI Centers Will Transform Business

Arista Networks' leadership in Ethernet technology and AI-driven solutions is expected to drive significant revenue and market share growth.

Arista: What Happens When The Cloud Titans Stop Firing The Capex Cannons?

Mar 28

Is Now The Time To Look At Buying Arista Networks Inc (NYSE:ANET)?

Mar 23
Is Now The Time To Look At Buying Arista Networks Inc (NYSE:ANET)?

Arista Networks: Dramatic Buying Opportunity After Capitulation (Rating Upgrade)

Mar 10

Why We're Not Concerned Yet About Arista Networks Inc's (NYSE:ANET) 25% Share Price Plunge

Mar 04
Why We're Not Concerned Yet About Arista Networks Inc's (NYSE:ANET) 25% Share Price Plunge

Arista Networks: Sentiment, Not Fundamentals, Gave You This Buying Opportunity

Feb 25

Arista Networks Earnings: Not Enough Upside For This Inflection Investor

Feb 19

Here's What Arista Networks' (NYSE:ANET) Strong Returns On Capital Mean

Feb 12
Here's What Arista Networks' (NYSE:ANET) Strong Returns On Capital Mean

Arista Networks: Riding The AI Wave

Feb 08

Arista Networks: DeepSeek Threatens To Burst The AI Bubble

Jan 27

Arista Networks Inc's (NYSE:ANET) Popularity With Investors Is Clear

Jan 12
Arista Networks Inc's (NYSE:ANET) Popularity With Investors Is Clear

Arista Networks: Priced For Perfection, And Primed For A Fall

Dec 27

Should You Be Adding Arista Networks (NYSE:ANET) To Your Watchlist Today?

Dec 12
Should You Be Adding Arista Networks (NYSE:ANET) To Your Watchlist Today?

Arista Networks: The Front-Runner In AI Networking Solutions

Nov 27

Arista Networks: Waiting For My Entry Point

Nov 11

Arista Networks Q3 Preview: Making Ethernet Great Again

Nov 02

Arista Networks: Richly Valued For Middling Growth Prospects

Oct 01

Arista Networks: The Breakout Appears Imminent

Sep 20

Arista Networks: Buy On Weakness Signal (Technical Analysis)

Sep 01

Arista Networks Is An Excellent Company: Reiterating Buy

Aug 24

Arista Networks: Pureplay Ethernet Switch Company At Its Peak

Aug 09
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The "Porsche" of Internet Switches

Young company (founded 2004, IPO 2014), disrupting CISCO in the High Speed Switch Market (for Datacenter, Cloud and AI)

CEO Compensation Analysis

How has Jayshree Ullal's remuneration changed compared to Arista Networks's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$3b

Mar 31 2025n/an/a

US$3b

Dec 31 2024US$9mUS$300k

US$3b

Sep 30 2024n/an/a

US$3b

Jun 30 2024n/an/a

US$2b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$16mUS$300k

US$2b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$2b

Mar 31 2023n/an/a

US$2b

Dec 31 2022US$11mUS$300k

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$933m

Dec 31 2021US$16mUS$300k

US$841m

Sep 30 2021n/an/a

US$785m

Jun 30 2021n/an/a

US$729m

Mar 31 2021n/an/a

US$676m

Dec 31 2020US$6mUS$300k

US$635m

Sep 30 2020n/an/a

US$712m

Jun 30 2020n/an/a

US$753m

Mar 31 2020n/an/a

US$797m

Dec 31 2019US$1mUS$300k

US$859m

Sep 30 2019n/an/a

US$769m

Jun 30 2019n/an/a

US$729m

Mar 31 2019n/an/a

US$384m

Dec 31 2018US$8mUS$300k

US$328m

Compensation vs Market: Jayshree's total compensation ($USD8.95M) is below average for companies of similar size in the US market ($USD13.46M).

Compensation vs Earnings: Jayshree's compensation has been consistent with company performance over the past year.


CEO

Jayshree Ullal (64 yo)

17.2yrs
Tenure
US$8,949,403
Compensation

Ms. Jayshree V. Ullal serves as Chief Executive Officer and Director at Arista Networks Inc (formerly known as Arastra, Inc.) since October 2008 and serves as its Chairman since December 2023 and also was...


Leadership Team

NamePositionTenureCompensationOwnership
Jayshree Ullal
CEO & Chairperson17.2yrsUS$8.95m2.31%
$ 3.8b
Kenneth Duda
Co-Founder21.9yrsUS$35.25m0.26%
$ 426.7m
Chantelle Breithaupt
Senior VP & CFO1.8yrsUS$12.27m0.0038%
$ 6.2m
Andreas Bechtolsheim
Co-Founder & Chief Architect2yrsno data14.58%
$ 24.0b
Todd Nightingale
Chief Operating Officerless than a yearno datano data
Sean Christofferson
VP & General Counselless than a yearno datano data
Mark Foss
Senior Vice President of Global Operations & Marketingno datano datano data
Christopher Schmidt
Chief Sales Officerno datano datano data
Isabelle Bertin-Bailly
Group Vice President of Worldwide Human Resources & Operationsno datano datano data
Hugh Holbrook
Chief Development Officer2yrsno datano data
Ashwin Kohli
Chief Customer Officer5.9yrsno datano data
Jason Bevis
Area VP of Cybersecurity & Chief Information Security Officerless than a yearno datano data
2.0yrs
Average Tenure
53yo
Average Age

Experienced Management: ANET's management team is considered experienced (2 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Jayshree Ullal
CEO & Chairperson17.2yrsUS$8.95m2.31%
$ 3.8b
Kenneth Duda
Co-Founder2yrsUS$35.25m0.26%
$ 426.7m
Charles Giancarlo
Independent Director12.7yrsUS$350.79k0.020%
$ 33.4m
Mark Templeton
Independent Director8.5yrsUS$337.84k0.010%
$ 17.1m
Lewis Chew
Independent Director4.4yrsUS$356.50k0.0023%
$ 3.8m
Kelly Battles
Independent Director5.4yrsUS$338.29k0.00071%
$ 1.2m
Daniel Scheinman
Lead Independent Director14.2yrsUS$392.79k0.012%
$ 20.4m
Yvonne Wassenaar
Independent Director3.4yrsUS$348.29k0.0011%
$ 1.8m
Robert Lavender
Independent Directorless than a yearno data0.00019%
$ 312.7k
5.4yrs
Average Tenure
62yo
Average Age

Experienced Board: ANET's board of directors are considered experienced (5.4 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/01 03:34
End of Day Share Price 2025/12/01 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Arista Networks Inc is covered by 58 analysts. 24 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James KelleherArgus Research Company
Timothy LongBarclays
Benjamin ReitzesBarclays