Arista Networks, Inc. · NYSE:ANET

Arista Networks — Q1 2026 Earnings Presentation

74 slides from Arista Networks's earnings presentation, May 5, 2026

Slide 2: Safe Harbor
Safe Harbor Forward-Looking Statements - This presentation contains “forward-looking statements” regarding our future performance, including but not limited to statements regarding Arista’s growth drivers, total addressable market, total addressable data center ethernet switch revenue, and campus et
Slide 4: The Making of Arista's Decade
$9B The Making of Arista’s Decade #1 Market Share in Data Center Switching 2024 10+ Years | 10K+ Customers | 150 Million+ Ports $7B 2025 Acquired $5.8B VeloCloud SDWAN 150M Cumulative 2020 Ports Shipped Acquired Big Switch Networks & Awake Revenue Security $4.3B 2018 #1 in 100/200/400G 2023 Acquired
Slide 5: Founders and Senior Leadership
Founders and Senior Leadership Jayshree Ullal Andy Bechtolsheim Chantelle Breithaupt Ken Duda Hugh Holbrook Todd Nightingale CEO & Founder, Chief Architect Chief Financial Officer & President, Founder & Chief Development President & Chief Chairperson SVP Chief Technology Officer Officer Operating Of
Slide 6: Leader in Data-Driven Networking
Leader in Data-Driven Networking Addressing a broad TAM across diverse customer business priorities: AI and data center, campus and branch networking, security and observability With a differentiated architecture that combines reliable, high-performance hardware with high-quality software Enabling a
Slide 7: The Arista Software Differentiators
The Arista Software Differentiators AI/ML-driven automation and analytics based on a single, centralized, and high-fidelity NetDL repository that aggregates diverse Arista and third-party datasets Modern publish-subscribe–based state-sharing operating system that delivers industry-leading performanc
Slide 8: Leader Across Networking Segments
Leader Across Networking Segments Gartner Magic Quadrant for Gartner Magic Quadrant for Gartner Magic Quadrant for Data Center Switching 2025 Enterprise Wired and Wireless SD-WAN 2024 Source : Gartner®, Magic Quadrant for Data Center Switching, Andrew Lerner et al., 31 March 2025 LAN Infrastructure
Slide 9: Arista Enables a Modern Network Operating Model
Arista Enables a Modern Network Operating Model Proactive SW Defined Automated ITSM-Led Patterns Anti-Pattern AI-driven Ops Predictive and Deployment and Database driven Proactive Fault Repeatable Workflow Source of Truth detection and Monitoring / design patterns Telemetry / Automation Network CI c
Slide 10: Why 10,000+ Customers Choose Arista
Why 10,000+ Customers Choose Arista Strengthened by the foundation Through an extensible platform Driven by real-time telemetry of robust quality assurance and that uses open standards to and AI Ops that lower manual diagnostics avoid vendor lock-in effort for the network operator 10 | Copyright © A
Slide 11: Arista Support NPS
Arista Support NPS Compared to Other Vendors Customer Satisfaction Rating "Customers who rated us equal to or better than other vendors “ +89 Post Sales Support (95%) Product Quality Software (94%) Tech Knowledge (93%) Time to Resolution (98%) Product Quality Hardware (95%) Case Updates (96%) RMA Re
Slide 12: Customer Savings with Arista's Modern Operating Model: A Case Study
Customer Savings with Arista’s Modern Operating Model: A Case Study Network Provisioning with Arista AVD 14 Days to 4 Hours $108K Operations over Three Years Zero Touch Provisioning 40 Hrs/Device to 6 Hrs $520K Reduced Cost of Network Unique Code Configuration 112500 lines to 1500 $755K Reduced Trou
Slide 13: Arista's Commitment to Corporate Responsibility
Arista’s Commitment to Corporate Responsibility Social Environmental #15 America’s Best Companies to Work For and Invest In by Forbes Governance 7th Consecutive year of record number Science-Based Targets Initiative- Board oversees strategy, business plans of Arista Foundation grants to and risk man
Slide 15: First Quarter 2026 Company Highlights
Arista announced XPO high-density liquid-cooled pluggable optics Designed for next-generation AI data centers, XPO reduces networking racks by up to 75% and saves up to 44% of floor space compared to traditional pluggable optics, enabling shorter cable runs and lower-power AI scale-up interconnect t
Slide 16: Arista's FY 2025 Achievements
Arista’s FY 2025 Achievements EOS • Cluster Load Balancing (CLB) in Arista EOS® maximizes AI workload performance with consistent, low-latency network flows that maximize AI cluster performance and efficiency. • By combining the power of open standards like MCP with the robust data and programmabili
Slide 17: Investor Conference Participation
21st Annual Needham Technology, Media, & Consumer Conference Chantelle Breithaupt, Chief Financial Officer Rudolph Araujo, Area Vice President of Product and Investor Advocacy Thursday, May 14, 2026, 11:45 AM - 12:25 PM ET Webcast: https://investors.arista.com J.P. Morgan 2026 Global Technology, Med
Slide 19: Data as Intelligence: The Network's New Role
DATA AS INTELLIGENCE: THE NETWORK’S NEW ROLE THE NETWORK: CENTRAL NERVOUS SYSTEM G EVOLUTION TO AE > TRADITIONAL VIEW: IT INFRASTRUCTURE REQUIRED ARCHITECTURE _ ) MAX AVAILABILITY PREDICTABLE PERFORMANCE, OPEN |RAMMABILITY HYPERSCALERS & Al NEO CLOUDS. (PIONEERS) ENTERPRISES & SERVICE PROVIDERS (ADO
Slide 20: Arista's Growth Drivers Addressing $105B TAM
Arista’s Growth Drivers Addressing $105B TAM NOV 2023 2027 2028 $10B $30B $50B $60B JUN 2024 $10B $30B $50B $70B 2028 2028 SEP 2025 2029 2029 $10B $30B $50B $70B $90B $105B Core - DC & AI/Cloud Networks Fueled by large AI investment increases Strategic Expansion – Campus & Routing Broad set of Campu
Slide 21: Continued Growth Ahead In Switching Market Opportunity
Continued Growth Ahead In Switching Market Opportunity Data Center Ethernet Switch Revenue Campus Ethernet Switch Revenue Source: 650 Group Ethernet Switch Data Center Forecast Q4 2025 Source: 650 Group Campus Ethernet Market Forecast Q4 2025 US Top 5 Cloud Providers: Amazon, Apple, Facebook, Google
Slide 22: Continued Growth Ahead In Switching Market Opportunity
Continued Growth Ahead In Switching Market Opportunity Data Center Ethernet Switch Analysis and Forecast Source: Dell’Oro January 2026 – Long-Term Ethernet Data Center Switch Forecast 22 | Copyright © Arista 2026. All rights reserved.
Slide 23: Delivering Consistent Market Share Gains vs Cisco
Delivering Consistent Market Share Gains vs Cisco High Speed Data Center Switching Market Share in Dollars Share in Ports Source: Crehan Research Data Center Switch Market Share Report 4Q’25 Note: 10GbE and Higher - Excludes blade switches Strong, Sustained Share Gains Continued Through 2025 23 | Co
Slide 24: Arista's Market Leadership in 100G/200G/400G/800G
Arista’s Market Leadership in 100G/200G/400G/800G AI and Data Center High Speed Ethernet Market Analysis Source: 650 Group Ethernet Switch Data Center Branded Vendor Shares Q4 2025 24 | Copyright © Arista 2026. All rights reserved.
Slide 26: Arista Platforms for the Centers of Data
Arista Platforms for the Centers of Data Access Points 710P, 720X 750 Velo Edge 7060X 7280R, 7800R 7700R Wi-Fi 7, 6E, 6 Fixed Access Modular Aggregation Unified Branch PoE Switches PoE Switches AI Leaf AI Spine Distributed Etherlink Switch AI Center (Etherlink) Campus Center 7050X, 7060X 7020R, 7280
Slide 27: Built on the Foundation of Netdi
Built on the Foundation of Netdi Network Diagnostic Infrastructure Open Meticulous Rigorous Integrated Resilient & Support & Standards Commitment Design (L0/L1) Validation Production Secure Platform Expertise L0 Passive & L1 Tools HW Diagnostics Signal Integrity Quality Control Control Trackers Acti
Slide 28: Data-Driven Network-as-a-Service Platform
Data-Driven Network-as-a-Service Platform Arista CloudVision® Network Automation Simplicity Complete Network Telemetry Technology Partner Centric One Network Management System Arista Extensible Operating System (EOS®) Highest Quality Network Complete Switch & Router Trusted by 10K+ Customers Softwar
Slide 30: Top Five Reasons EOS is the Superior Quality
Superior Quality Top Five Reasons Single OS Image EOS is the Best Real-time Visibility APIs & Automation Rich Features & Platforms 30 | Copyright © Arista 2026. All rights reserved.
Slide 31: The EOS Architectural Advantage
The EOS Architectural Advantage Other OS EOS Coarse Shared Fine-grained IPFix gNMI Xcvr traffic gRPC IPFix Routing BGP SNMP LLDP policy Processes Resources Agents BGP EVPN Sysdb LANZ OSPF ISIS TI-LFA FRR STANZ IPSec Segment CLB DANZ LACP Monolithic platform code that Software abstraction tables Sili
Slide 32: Arista EOS Stack Evolution
Arista EOS Stack Evolution AI-Enabled Network Operations 2020s NetDL - adds enriched data sources to packet, flow, and network data to enable Centralize all network state data and enrich with 3rd party integrations to build powerful AI/ML applications a foundation for AI NetOps SDN and Intent System
Slide 33: EOS: A Network Operating System Optimized for AI
A robust and resilient network OS • In-service software upgrades • Low defects and CVEs A lossless network • Cell-based fabric EOS: A Network • Optimal load balancing • Adjustable buffer allocation schemes Operating System • Advanced congestion management Optimized for AI Scalability and multi-tenan
Slide 34: Optimizing Software for TTFJ in an AI world
Optimizing Software for TTFJ in an AI world • TTFJ: Time to First Job is a critical metric - Every day of bring-up is a day the GPUs are idle • EOS is architected for TTFJ: - Availability is critical to bring up time - Deep telemetry - Deep platform sharing across silicon families - Optics and Phy m
Slide 35: Rich EOS Suite for AI Centers
Rich EOS Suite for AI Centers • Robust EOS foundations - State-rich, high quality and in-service update availability • Enhanced load balancing for AI - RDMA-aware load balancing and QoS - Dynamic cluster load balancing • Dynamic congestion control - ECN, PFC, buffer mgmt • AI instrumentation - Inclu
Slide 36: Extensible Network Data Lake with a Broad Ecosystem of Industry Partners
Extensible Network Data Lake with a Broad Ecosystem of Industry Partners AVA - Autonomous Virtual Assist Other NetDL - Enabled Applications Quality of Experience Third Party Proactive NetOps Ecosystem Partners Network Detection and Response Customer Automation Frameworks AI-Driven AVA API Access Dat
Slide 37: Optimized Networking: From Design to Operational Excellence
Optimized Networking: From Design to Operational Excellence Design Operations Support Full Stack Lifecycle HW and SW lifecycle Prescriptive architectures Cloud-like service interface Enabling a shift from reactive management. enabled as software with and catalog to provision TAC to proactive softwar
Slide 38: Arista AIOps for Networking Stack
Arista AIOps for Networking Stack Agents Ask AVA AVA Insights AVA Agents AVA Runtime Services LLMs | Context Engine | Tools & Actions | Policy & Safety | MCP Network Event Topology Provisioning Health Applications Intelligence Engines Telemetry & Intent & Compliance & Security Best in Class EOS Netw
Slide 39: CloudVision: Multi-Function, Multi-Domain NetOps
CloudVision: Multi-Function, Multi-Domain NetOps Automated Deployments Real-time Telemetry Zero Touch, Network-wide config data Granular state streaming for time-series models, Pre-deployment workflows continuum for metrics, flows, and events Change Controls Cognitive Analytics Orchestrate network-w
Slide 41: AI Traffic Differs from Cloud Networking
AI Traffic Differs from Cloud Networking Datacenter Type CPU Datacenter AI Datacenter Connectivity per XPU 100G 400G/800G Network Design Oversubscribed Non-Blocking Bandwidth per 128K Chips 1 Petabit/Sec 100 Petabit/Sec Traffic Pattern Random All-to-All, All-Reduce Flow Duration Short-lived Long-liv
Slide 42: AI Deployment Landscape
AI Deployment Landscape Dedicated Training Multi-tenant / Hosted Inference Building a model based on Training / Experimentation / Purpose very large data set Tuning / Inference Application of the trained model Where it Specialist Providers / In the Cloud / Distributed / In the Cloud happens Large En
Slide 43: AI Fabrics
Networking for the AI Center: Training & Inference CPUs, Storage, WAN Front End Leaf Spine Thousands of XPU hosts, high speed Connecting CPUs and Storage storage and support applications to the Data Center, Campus and Users Scale Out Scale Across Scale Up Back-End Connecting Racks of Connecting Dist
Slide 44: Domain-Specific Products for Data Center Networks
Domain-Specific Products for Data Center Networks Consistent High Performance and Extensible EOS Highest Bandwidth Feature Rich Cloud Grade Scale 7060X Series 7050X Series 7280/7800R Series Cloud and AI application stacks Enterprise application stacks Routing, Storage and AI Spine Highest Switching
Slide 45: Arista Etherlink Evolution
Arista Etherlink Evolution 51.2T 102.4T 204.8T 512 lanes@100G 512 lanes@200G 1024 lanes@200G • Evolution from current 100G to 200G SerDes platforms starting in 2026/27 • Single Chip TH5 → TH6 followed by VOQ Jericho/Ramon J3/R3→J4/R4 • Optics will evolve from the current 800G to 1600G and variants •
Slide 46: Arista Etherlink AI Portfolio
Arista Etherlink AI Portfolio Single Tier Leaf-Spine Distributed Etherlink Switch Fixed & Modular Systems 2- or 3-Tier Single Hop Interconnect 51.2T 460.8T Leaf-Spine or Plane-based Fully Scheduled Lossless 64-576 x 800G Nodes Multi-Petabit Bisectional B/W 100% Efficient, Cell Spraying 128-1152 x 40
Slide 47: Scaling out the AI Spine
Scaling out the AI Spine 7800R4 AI Spine 7700R4 Distributed Etherlink Switch 50X Scale Out Lossless Fully Scheduled VOQ Lossless Fully Scheduled VOQ 100% Fair And Efficient Traffic Spraying 100% Fair And Efficient Traffic Spraying Integrated Redundancy and Resilience Integrated Redundancy and Resili
Slide 48: The 7700R4 Distributed Etherlink System
The 7700R4 Distributed Etherlink System • Single-tier distributed switching system • Scales to over 30k accelerators in single system • Optimized for AI workloads • 100% efficient VOQ/Cell architecture • Rich EOS and CloudVision • Managed as single network cluster • Independent device upgrades and r
Slide 49: Arista's Scale Optimized AI Networking Portfolio
Arista’s Scale Optimized AI Networking Portfolio Single Device 7060 Leaf and Spine 7060 Leaf and 7800 Spine 7060 3-Tier 7800 2-Tier 400G Hosts (400G L-S) 400G Hosts (400G L-S) 400G Hosts (400G L-S) 400G Hosts (400G L-S) 400G Hosts 1,153 – 8,192 8,193 – 73,728 73,729 – 262,144 262,145 – 663,552 7060X
Slide 50: Arista Bluebox: Offering Customer Options
Arista Bluebox: Offering Customer Options AVA: AI for Networking Framework Customer Orchestration, Visibility and Troubleshooting Tools CloudVision: Multi-domain Management NetDL: Network Data Lake Customer Specific Data Repository EOS: Consistent Software FBOSS / SONIC: Customer Operating System Op
Slide 51: Delivering Faster Job Completion Times
Delivering Faster Job Completion Times Accelerated High Scale RDMA for AI Powered by the Modular AI Spine Chassis Feature Category Fixed Form Factor Modular Chassis Form Factor Modular Chassis Advantage Very low latency during optimal conditions, Hierarchical Hybrid Buffers (Jericho) Buffer Architec
Slide 54: Driving Open Standards for AI Networking
Driving Open Standards for AI Networking Ultra Ethernet Consortium (UEC) and Ethernet for Scale Up Networking (ESUN) UEC Steering Members ESUN OCP Workstream Native multipath aware end-to-end transport for very large-scale RDMA clusters Rapid connection ramp up, order independence and fast recovery
Slide 55: XPO: Densifying the Optical Layer
XPO: Densifying the Optical Layer 1. Up to 75% Reduction 2. Up to 44% 4. Denser Switches & Routers in Switch Racks Footprint Reduction Up to 6.4 Pbps per rack Large savings in structural costs (racks, Building half as many data centers The density per rack is limited by the bus bars, manifolds, plum
Slide 56: XPO Addresses AI Requirements
XPO Addresses AI Requirements 1 Higher Density 204.8T per OU; 4X OSFP 2 Liquid Cooling Large AI clusters are liquid cooled 3 Higher Reliability Lower system-level failures in time DR, FR, LR, SR, ZR/ZR+, next-generation coherent- 4 Optics Universality lite, slow&wide, copper, and RF-Microwave 5 High
Slide 57: Soldered-Down vs Open CPO
Soldered-Down vs Open CPO Soldered-Down CPO Open CPO Open CPO Advantages Connectorized No Yes Allows repairability Provides purchasing optionality via Multivendor No Yes an open ecosystem Offers the option of internal lasers Laser Source External External/Internal that reduce power utilization Lower
Slide 58: Arista: History of Innovations in Optics
Arista: History of Innovations in Optics OSFP LPO XPO Open CPO (Future) Key Customer Benefits: Key Customer Benefits: Key Customer Benefits: Key Customer Benefits: • Enables high-speed optics: • 50% reduction in power usage • 4x density improvement • Serviceable, repairable via RTF 400G, 800G, 1.6T
Slide 60: Campus Networking Ready for Modernization
Campus Networking Ready for Modernization Growth of AI-enabled PCs, mobile Per Gartner, 90% of infrastructure & 1 phones, IoT/OT driving higher bandwidth, higher POE ops leaders have software quality & high-availability as top of mind 2 Secular trend to ‘All Wi-Fi office’ to support next Edge AI Zer
Slide 61: Arista Strategy For The Cognitive Campus
Arista Strategy For The Cognitive Campus Always On Network CloudVision AVA-AI Ops NDR Ask AVA MSS ZTX Zero Touch Zero Trust Operations LSS Networking Proactive Network Streaming CV AGNI WIPS Assurance Telemetry 61 | Copyright © Arista 2026. All rights reserved.
Slide 62: Arista's Comprehensive Campus Portfolio
Arista’s Comprehensive Campus Portfolio AVA Arista Modern Operating Model CloudVision ▪ AVA AI for Networking ▪ AGNI for Identity Management ▪ NetDL for real-time consistent state streaming AVD SWAG AGNI MSS NDR Velo SD-WAN ▪ MSS for consistent end-to-end segmentation ▪ SWAG for virtual campus switc
Slide 63: Arista Cognitive Campus Operations
Arista Cognitive Campus Operations CloudVision Campus for Wired + Wireless Day-0: Build Day-1: Deploy Day-2: Operate Tenant Provisioning, Zero Touch Provisioning, AIOps + Troubleshooting, Device Pre-provisioning, Device Onboarding, Unified Campus Dashboard, Design Templates, Image Download, Level 1
Slide 65: Arista Routing Use Cases
Arista Routing Use Cases Service Provider Cloud Backbone Internet Exchange Enterprise Backbone AI/ML Clusters Internet Scale Financial Services Routing and Policy 1 uti ng Hig hP 2 Ro HPC / Supercomputer + er d for ize Next Render Farms ma Optim nce Computing Strong Encryption Generation Line Rate o
Slide 66: Spine and Routing R3 Series Portfolio
Spine and Routing R3 Series Portfolio Fixed and Modular Products 30 Jericho2c+ and Qumran2c+ Universal TunnelSecTM Encryption Dense 400G DWDM Rich EVPN Services Reduction in Power 66 50% Consumption / 100Gbps Cloud Grade Routing and an AI Spine from 1 to 460 Tbps 66 | Copyright © Arista 2026. All ri
Slide 67: The Arista AI Spine (R4 Portfolio)
The Arista AI Spine (R4 Portfolio) End-to-End Encryption: MACsec, IPsec, VXLANsec Fixed 10G and 25G Leaf w/ Fixed 100G Leaf Modular 800G Spine Fixed 800G Spine 100G Uplinks w/ 800G Uplinks w/ 3.2Tbps HyperPort 7020R4 7280R4 7800R4 AI Spine: Consistent Rich Features, Deep Buffers, Scale with Quality
Slide 68: Arista and VeloCloud: Elevating the Branch
Arista and VeloCloud: Elevating the Branch WAN Center VeloCloud Delivers SD-WAN Connectivity for Private SR/MPLS Branch Offices and HQ Alike Internet Peering SD-WAN as a Service from Managed Service Providers (MSPs) AWE Routing SD-WAN GW SD-WAN GW CloudEOS Campus Branch Centers Center Data Center SD
Slide 70: Arista Zero Trust Networking: Enhanced!
Arista Zero Trust Networking: Enhanced! Open Services with Interoperability across the Stack Agentless + campus switches w/ integrated sensors ML/AI-driven continuous threat behavioral analysis Any endpoint - any network – multi-domain Identity-based microperimeter segmentation Session level traffic
Slide 71: Pervasive Observability with Zero Trust Security
Pervasive Observability with Zero Trust Security 360o Network Network Detection and Network UCN Observability Response Arista UCN Arista CloudVision Analyst Arista CloudVision (CV) Universal Network Arista NDR Observability (CV UNO) Proactive Risk Analysis Simplified Change Impact Analysis Data Lake
Slide 72: Network Software and Services
Network CloudVision DMF – DANZ AGNI - Arista Arista NDR CloudEOS Software and Monitoring Guardian for Automation tool for Fabric Network Identity Proactive AI analysis EOS that runs in configuration and of network data to AWS, Azure, and Services management of identify an attacker GCP via their Netw
Slide 73: Our Competitive Strengths
Our Competitive Strengths Best-of-breed merchant silicon for high-performance, purpose-built platforms Industry-leading capacity for diverse requirements including, low latency, high port density, and deep packet buffers Netdi diagnostics and infrastructure service ensures high quality, signal integ

Arista Networks — Q1 2026 Earnings Presentation on 6ix

Arista Networks — Q1 2026 Earnings Presentation

Slide 1: Investor Presentation

Slide 2: Safe Harbor

Slide 3: Corporate Overview

Slide 4: The Making of Arista's Decade

Slide 5: Founders and Senior Leadership

Slide 6: Leader in Data-Driven Networking

Slide 7: The Arista Software Differentiators

Slide 8: Leader Across Networking Segments

Slide 9: Arista Enables a Modern Network Operating Model

Slide 10: Why 10,000+ Customers Choose Arista

Slide 11: Arista Support NPS

Slide 12: Customer Savings with Arista's Modern Operating Model: A Case Study

Slide 13: Arista's Commitment to Corporate Responsibility

Slide 14: Quarterly Highlights

Slide 15: First Quarter 2026 Company Highlights

Slide 16: Arista's FY 2025 Achievements

Slide 17: Investor Conference Participation

Slide 18: Growth Drivers and Market Opportunity

Slide 19: Data as Intelligence: The Network's New Role

Slide 20: Arista's Growth Drivers Addressing $105B TAM

Slide 21: Continued Growth Ahead In Switching Market Opportunity

Slide 22: Continued Growth Ahead In Switching Market Opportunity

Slide 23: Delivering Consistent Market Share Gains vs Cisco

Slide 24: Arista's Market Leadership in 100G/200G/400G/800G

Slide 25: Centers of Data

Slide 26: Arista Platforms for the Centers of Data

Slide 27: Built on the Foundation of Netdi

Slide 28: Data-Driven Network-as-a-Service Platform

Slide 29: Arista EOS, NetDL, AVA, and CloudVision

Slide 30: Top Five Reasons EOS is the Superior Quality

Slide 31: The EOS Architectural Advantage

Slide 32: Arista EOS Stack Evolution

Slide 33: EOS: A Network Operating System Optimized for AI

Slide 34: Optimizing Software for TTFJ in an AI world

Slide 35: Rich EOS Suite for AI Centers

Slide 36: Extensible Network Data Lake with a Broad Ecosystem of Industry Partners

Slide 37: Optimized Networking: From Design to Operational Excellence

Slide 38: Arista AIOps for Networking Stack

Slide 39: CloudVision: Multi-Function, Multi-Domain NetOps

Slide 40: Arista Data Center, Cloud and AI Solutions

Slide 41: AI Traffic Differs from Cloud Networking

Slide 42: AI Deployment Landscape

Slide 43: AI Fabrics

Slide 44: Domain-Specific Products for Data Center Networks

Slide 45: Arista Etherlink Evolution

Slide 46: Arista Etherlink AI Portfolio

Slide 47: Scaling out the AI Spine

Slide 48: The 7700R4 Distributed Etherlink System

Slide 49: Arista's Scale Optimized AI Networking Portfolio

Slide 50: Arista Bluebox: Offering Customer Options

Slide 51: Delivering Faster Job Completion Times

Slide 52: Industry Innovation That Drives Open Standards

Slide 53: An Open Ecosystem for AI

Slide 54: Driving Open Standards for AI Networking

Slide 55: XPO: Densifying the Optical Layer

Slide 56: XPO Addresses AI Requirements

Slide 57: Soldered-Down vs Open CPO

Slide 58: Arista: History of Innovations in Optics

Slide 59: Arista Cognitive Campus

Slide 60: Campus Networking Ready for Modernization

Slide 61: Arista Strategy For The Cognitive Campus

Slide 62: Arista's Comprehensive Campus Portfolio

Slide 63: Arista Cognitive Campus Operations

Slide 64: Arista Routing Portfolio

Slide 65: Arista Routing Use Cases

Slide 66: Spine and Routing R3 Series Portfolio

Slide 67: The Arista AI Spine (R4 Portfolio)

Slide 68: Arista and VeloCloud: Elevating the Branch

Slide 69: Arista Network Software and Services

Slide 70: Arista Zero Trust Networking: Enhanced!

Slide 71: Pervasive Observability with Zero Trust Security

Slide 72: Network Software and Services

Slide 73: Our Competitive Strengths

Slide 74: Thank You