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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