The Channel logo


By | Shaun Nichols 19th February 2016 00:58

Arista cats hiss at Cisco, crack open the cream after bumper sales

Demand for 'programmable cloud' gear amid legal battle with Netzilla

Arista Networks has topped analyst expectations by posting a 40 per cent revenue jump in its latest quarterly returns.

The networking company said the fourth quarter results put the cap on a "spectacular" 2015 that saw revenues spike even in the midst of an ongoing legal struggle against Cisco.

"I have been pleased with the rapid acceptance by our customers of Arista's programmable cloud networking," said Arista president and CEO Jayshree Ullal.

"The inevitable shift from legacy enterprises to cloud workloads has fueled Arista's strong performance of profitable revenue growth and increasing market share."

  • Fourth quarter revenues were $245.4m, up 41.5 per cent from the same quarter in 2014.
  • Net income of $57.5m was up from $37.2m in the 2014 quarter.
  • Non-GAAP earnings per share of 80 cents was well above analyst expectations of 61 cents, and up from 53 cents in 2014.

Full year numbers were also up significantly for Arista:

  • Revenues of $837.6m represented a 43.4 per cent increase over the 2014 fiscal year.
  • Net income of $121.1m was up from $86.9m last year.
  • Earnings per share of $1.67 were up from $1.29 last year.

The numbers come as Arista continues to find itself in an ugly legal battle with reigning networks king Cisco, who has accused Arista and its management team of Cisco alums of patent and copyright infringement. Cisco says it wants Arista to remove the infringing products from the market.

Earlier this year, Arista hit Cisco with a counter-suit accusing the networking giant of using its dominant position in the market to muscle out competitors and scare customers away from using other services.

The US International Trade Commission is expected to issue its findings on the infringement case some time next month. ®

comment icon Be the first to post a comment! alert Send corrections


Frank Jennings

What do you do? Use manual typwriters or live in a Scottish croft? Our man advises
A rusty petrol pump at an abandoned gas station. Pic by Silvia B. Jakiello via shutterstock

Trevor Pott

Among other things, Active Directory needs an overhaul
Baby looks taken aback/shocked/affronted. Photo by Shutterstock

Kat Hall

Plans for 2 million FTTP connections in next four years 'not enough'
Microsoft CEO Satya Nadella


League of gentlemen poster - Tubbs and Edward at the local shop. Copyright BBC
One reselling man tells his tale of woe