Arista's Approach to Secure Observability
Revenue in Billions ($)
ARISTA
Continued Growth Ahead In Switching Market Opportunity
Data Center Ethernet Switch Revenue
Campus Ethernet Switch Revenue
$25
Top 3 Chinese Cloud SPS
$20
Top 5 U.S. Cloud SPs
Telco SPs
$15
$10
Rest of Cloud
Revenue in Billions ($)
$25
$20
$15
$10
Large Business
Medium Business
$5
$5
Large Enterprises
Rest of Enterprise
Small Business
$0
$0
2018 2019 2020 2021 2022
2023 2024 2025 2026
2021
2022
2023
2024
2025
2026
Source: 650 Group Ethernet Switch Data Center Forecast Q3 2022
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 Q3 2022
Large Business - Fortune 2000
Medium Business - Rest of Enterprise Market
Small Business - Less than 50 Employees
Data Center + Campus Opportunity Surpasses $40B
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