Q2 2021 Financial Highlights & Product Launches

Arista's Growth Drivers and Path to $33B TAM Cloud Networking Market Expansion ARISTA Adjacencies drive TAM expansion Network SW & Services drive TAM expansion Continued market share gains in switching $23B $28B 2021 Core $33B 2023 2025 Cognitive Adjacencies Cognitive Network Source: Arista's internal estimates and various industry analysts 9 Copyright Arista 2021. All rights reserved. Core = Data Center & Cloud Networks Cognitive Adjacencies = Campus & Routing Cognitive Network = SW & Services

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