Q2 2021 Financial Highlights & Product Launches
Revenue in Billions ($)
Switching Market Opportunity
Data Center Ethernet Switch Revenue
$24
$24
$18
$12
$6
Top 3 Chinese Cloud SPS
Telco SPs
Top 5 U.S. Cloud SPs
Rest of Cloud
Revenue in Billions ($)
ARISTA
Campus Ethernet Switch Revenue
$18
$12
$6
Large Business
Large Enterprises
Medium Business
Rest of Enterprise
$0
$0
2019
2020
2021
2022
2023
2024
2025
2019
2020
2021
Small Business
2022
2023
2024
2025
Source: 650 Group Ethernet Switch Data Center Forecast June 2021
US Top 5 Cloud Providers: Amazon, Apple, Facebook, Google, Microsoft
Chinese Tier 1 Cloud Providers: Alibaba, Baidu, Tencent
Source: 650 Group Campus Ethernet Market Forecast June 2021
Large Business - Fortune 2000
Medium Business - Rest of Enterprise Market
Small Business - Less than 50 Employees
10
10
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