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Arista Networks Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary11 Dec, 2025
AI and cloud networking trends
Strong AI momentum is driving demand for scale-out and scale-across networking, with opportunities expanding as non-NVIDIA accelerators gain traction, especially from 2027 onward.
Differentiation is rooted in a robust software platform (EOS), efficient hardware design, and lower power consumption, which is increasingly valued at scale.
Scale-across (DCI) is a key growth area, leveraging advanced optics and chassis platforms to connect large AI clusters across regions.
Scale-up opportunities are emerging with non-NVIDIA accelerators, with Ethernet expected to play a larger role in future deployments.
Ethernet adoption is accelerating as customers seek open, dual-source solutions and move away from proprietary InfiniBand.
Product innovation and technology roadmap
Rapid speed transitions (400 to 800 Gb, moving toward 1.6 Tb) are seen as opportunities for early qualification and market share gains.
Liquid cooling is expected to ramp up quickly, especially in new data center builds targeting 2027–2028, with a mix of air- and liquid-cooled infrastructure.
LPO and CPO technologies are being advanced to reduce cost and power, with LPO already in high-volume deployment and CPO promising for future scale-up.
The company prioritizes shipping products before announcing them, maintaining a first-to-market advantage.
Campus and enterprise market expansion
Campus business is experiencing over 50% growth, driven by share gains in the large enterprise segment, with current market share at 2.5% overall and approaching 5% in large enterprise.
New product announcements include expanded mobility support and an autonomous virtual assistant for campus networks.
Long-term runway exists to grow campus share, though progress is incremental compared to data center wins.
Arista's strategy for non-NVIDIA AI scale-up TAM
Campus market growth drivers and sustainability
Speed migration and LPO/CPO as Arista advantage?
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Next Arista Networks earnings date
Q4 202517 Feb, 2026
Next Arista Networks earnings date
Q4 202517 Feb, 2026
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Frequently asked questions
Arista Networks, Inc. develops, markets, and sells cloud networking solutions primarily in the Americas, Europe, the Middle East and Africa, and the Asia-Pacific. The company offers extensible operating system, a set of network applications, as well as gigabit Ethernet switching and routing platforms, including universal leaf, spline, and universal spine products. It provides its products for use in large data center and computing environments. The company sells its products to value-added resellers or distributors; and original equipment manufacturers. Arista Networks, Inc. was founded in 2004 and is headquartered in Santa Clara, California
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