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Arista, a cloud-networking company in Santa Clara, Calif., might be seen as the quintessential David taking on a Goliath of the industry, Cisco. Led by CEO Jayshree Ullal, a onetime protégé of former Cisco CEO John Chambers, Arista’s networking products have won huge clients, such as Microsoft, Netflix, and Facebook, and revenues in 2016 grew to $1.1 billion, a 35% jump over the prior year. Morgan Stanley predicts that Arista will double its market share by 2020. With that success, however, comes a challenge—Cisco and Arista are embroiled in a fierce legal battle, with Arista’s products facing an import ban over claims that Arista copied Cisco patents.

Company Information

Overall Score3.3
Network and Other Communications Equipment
Jayshree Ullal
HQ Location
Santa Clara, Calif.
Revenues ($M) (Past 12 Months)$1,359
Profits ($M) (Past 12 Months)$296
Market Value as of Oct. 9, 2017 ($M)$14,025