Arista Networks, Inc. · NYSE:ANET
Arista Networks — IPO Roadshow (June 2014)
16 slides from Arista Networks's IPO roadshow presentation, June 2014
Slide 1: Software Driven Cloud Networking
Software Driven Cloud Networking
Slide 2: Safe Harbor
Safe Harbor This presentation and the accompanying oral presentation contain forward-looking statements that are based on our management’s beliefs and assumptions and on information currently available to management. Forward-looking statements include all statements other than statements of historic
Slide 3: Jayshree Ullal, Chief Executive Officer
Jayshree Ullal Chief Executive Officer
Slide 4: The World is Moving to the Cloud
The World is Moving to the Cloud Users Infrastructure Spend $Bn $40 ! $35 ! $30 ! CAGR ’10-’13: 1% $25 ! $20 ! $15 ! $10 ! CAGR ’10-’13: $5 ! 30% $0 ! 2010! 2011! 2012! 2013! U.S. Mobile Carriers ! Internet Leaders ! Source: Public filings for Internet Leaders (Amazon, eBay, Facebook, Google, Micros
Slide 5: Arista at the Center of Cloud Transition
Arista at the Center of Cloud Transition Arista Highlights Rapid Revenue Growth Annual Revenue $MM 2010-2013 CAGR: 71%! Talented team, technology and results! Large and expanding market opportunity! Q1 Y-o-Y Growth: 91%! Sustainable cloud-purposed software advantage! Disruptive technology enabling c
Slide 6: Cloud Driving a New Network Architecture
Cloud Driving a New Network Architecture Traditional Enterprise Cloud Network Network Architecture Architecture Cloud Big Data Virtualization ✖ Silo-ed Hardware ü Scale-out Clusters ✖ High OpEx / CapEx! ü Low OpEx / CapEx ✖ Heavily Oversubscribed ü Non-blocking Design High ✖ Limited OPEX/CAPEX Da
Slide 7: Arista's Served and Total Addressable Market
Arista’s Served and Total Addressable Market Switching Market Size ($Bn) TAM TAM CAGR: 3% SAM SAM CAGR: 19% Data Center Switching (10/40/100GbE) Market Size (1) Remaining Ethernet Switching Market (2) Notes 1. High-speed data center switching market, excluding Blade, based on Crehan Resarch, 2014 2.
Slide 8: Arista Has Clear Market Leadership
Arista Has Clear Market Leadership 2013 Data Center Switches - 10/40/100 GbE, Excluding Blade (Ports, 000’s) (1) #2 Market Share 23% Others (2) 77% Notes 1. Source: Company, Crehan Research, 2014 2. Others include 21 companies, as listed by Crehan Research. Companies include: Alaxala, Alcatel-Lucent
Slide 9: Arista EOS: Our Advanced Network Operating System
Arista EOS: Our Advanced Network Operating System CLI VXLAN SNMP VM Tracer SDN BGP APIs SysDB ASIC LAG Driver STP OSPF Unmodified Linux Shared State Modular / Resilient Merchant Silicon Cloud Scale Open and Availability Visibility Automation Architecture Programmable Accelerates Time to Service and
Slide 10: Arista's Cloud Scale Software Architecture
Arista’s Cloud Scale Software Architecture Legacy – Spaghetti Code Arista Programmable EOS Notify OTV MSDP PIM IGMP PIM SNMP BGP LC IGMP ACL IPQOS FIB Snoop Publish Driver SysDB IGMP STP U4RIB U6RIB CoPP STP eAPI BGP RIP OSPF EIGRP ISIS MLAG Susceptible to Process Failure Processes are Self-Healing
Slide 11: Arista's Switching Portfolio
Arista’s Switching Portfolio Arista 7300 Family Arista 7500 Family Spline TM / Spine Arista 7050 Family Arista 7150 Family Leaf Volume Value Single-Image Arista EOS across all platforms 11
Slide 12: Video
aris Video 12
Slide 13: Arista's Ecosystem: Open & Programmable
Arista’s Ecosystem: Open & Programmable Hypervisor/Virtualization Management, Automation, Orchestration Network Services EOS Application Programming Interfaces (APIs) JSON | XMPP | CLI | Python | CloudVision EOS Extensible Operating System Scalability | Availability | Programmability | Automation |
Slide 14: Pace of Cloud Networking Adoption
Pace of Cloud Networking Adoption Large Financial Services Web 450+ Customers 100+ Customers Cloud Spend Service Provider / High Tech Cloud / Hosting 270+ Customers Government Media & 100+ 300+ Customers Entertainment 140+ Oil & Gas Education Business 30+ 160+ Services 175+ Research Labs 65+ Healthc
Slide 15: The Arista Advantage
The Arista Advantage White Box! Legacy! Cloud Scale Architecture! Availability! Visibility! Open and Programmable! Automation! Feature Velocity! Customer Footprint! Note 1. Metrics supporting the Arista Advantage listed in the Appendix 15
Slide 16: Experienced Leadership Team
Experienced Leadership Team Executive Team Jayshree Ullal Andy Bechtolsheim Kenneth Duda President and CEO Founder, Chief Development Founder, Chief Technology Officer and Chairman Officer and SVP, Software Engineering Kelyn Brannon Anshul Sadana Mark Smith Chief Financial Officer SVP, Customer Engi