ANET · Arista Networks, Inc.
$180.35
+9.33 (+5.46%)
At close · Jul 31
View the 10-Q filed May 6, 2026
Customer concentration
— top customer 26% of revenue
One customer — 26% of revenue (the year ended December 31, 2025)
“Sales to one end customer represented 16%, 15%, and 21% of our total revenue, and sales to the other end customer represented 26%, 20%, and 18% of our total revenue for the years ended December 31, 2025, 2024, and 2023, respectively.”
One customer — 16% of revenue (the year ended December 31, 2025)
“Sales to one end customer represented 16%, 15%, and 21% of our total revenue, and sales to the other end customer represented 26%, 20%, and 18% of our total revenue for the years ended December 31, 2025, 2024, and 2023, respectively.”
Market Cap
$215.35B
Shares
1.26B
Named-executive compensation from the company's DEF 14A proxy statements — salary, bonus, stock and option awards, non-equity incentive, and the company-reported total per executive per fiscal year, exactly as disclosed in the Summary Compensation Table.
Fiscal 2025
| Executive | Role | Total |
|---|---|---|
| Todd Nightingale | COO | $52,289,323 |
| Chantelle Breithaupt | CFO | $7,244,070 |
| Kenneth Duda | CTO | $7,212,028 |
| Jayshree Ullal | CEO | $2,872,145 |
| Marc Taxay | General Counsel | $1,674,724 |
Fiscal 2024
| Executive | Role | Total |
|---|---|---|
| Kenneth Duda | CTO | $35,248,191 |
| Chantelle Breithaupt | CFO | $12,267,741 |
| Jayshree Ullal | CEO | $8,949,403 |
| Anshul Sadana | COO | $7,292,363 |
| Marc Taxay | General Counsel | $5,315,404 |
| John McCool | Senior Vice President and Chief Platform Officer | $3,888,123 |
| Ita Brennan | CFO | $56,399 |
Fiscal 2023
| Executive | Role | Total |
|---|---|---|
| Jayshree Ullal | CEO | $15,561,987 |
| Anshul Sadana | COO | $7,385,581 |
| Ita Brennan | CFO | $4,431,233 |
| Kenneth Duda | CTO | $4,415,806 |
| Marc Taxay | General Counsel | $3,442,274 |
Fiscal 2022
| Executive | Role | Total |
|---|---|---|
| Jayshree Ullal | CEO | $10,735,887 |
| Anshul Sadana | COO | $4,910,540 |
| Ita Brennan | CFO | $2,967,046 |
| Kenneth Duda | CTO | $2,940,903 |
| Marc Taxay | General Counsel | $2,323,899 |
Fiscal 2021
| Executive | Role | Total |
|---|---|---|
| Jayshree Ullal | CEO | $15,993,632 |
| Anshul Sadana | COO | $6,685,837 |
| Ita Brennan | CFO | $3,938,374 |
| Kenneth Duda | CTO | $3,084,842 |
| Marc Taxay | General Counsel | $2,919,193 |
Fiscal 2020
| Executive | Role | Total |
|---|---|---|
| Jayshree Ullal | CEO | $6,342,972 |
| Anshul Sadana | COO | $5,751,664 |
| Ita Brennan | CFO | $3,619,147 |
| Kenneth Duda | CTO | $2,764,069 |
| Marc Taxay | General Counsel | $2,662,151 |
Fiscal 2019
| Executive | Role | Total |
|---|---|---|
| Anshul Sadana | COO | $7,551,409 |
| Kenneth Duda | CTO | $3,399,511 |
| Ita Brennan | CFO | $2,647,727 |
| Jayshree Ullal | CEO | $1,384,171 |
Fiscal 2018
| Executive | Role | Total |
|---|---|---|
| Jayshree Ullal | CEO | $7,550,074 |
| Anshul Sadana | COO | $5,735,859 |
| Kenneth Duda | CTO | $4,947,702 |
| Ita Brennan | CFO | $3,854,992 |
Executive changes
| Person | Role | Change | Filed |
|---|---|---|---|
| Tyson Lamoreaux | Senior Vice President of Cloud and AI Networking | Appointed | 2025-09-08 |
| Kenneth Duda | President and Chief Technology Officer | Appointed | 2025-09-08 |
| Todd Nightingale | President and Chief Operating Officer | Appointed | 2025-06-16 |
| Sean Christofferson | General Counsel | Appointed | 2025-05-06 |
| Marc Taxay | General Counsel | Resigned | 2025-05-06 |
Key facts
CIK
1596532
CUSIP
040413205
13F (30d)
950 filings
918 filers
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