{"slug":"arista","name":"Arista Networks","name_en":"Arista Networks","ticker":"ANET","updated_at":"2026-06-21T08:18:07.819292+00:00","canonical":"https://valuechain.wiki/arista","kicker":"AI 데이터센터 이더넷 스위치","kicker_en":"AI datacenter Ethernet switches","lead":"AI·클라우드 데이터센터용 고속 이더넷 스위치 1위. 2024년 매출 $7B(+19.5%). 마이크로소프트·메타가 각각 연 $1B+ 지출, 둘이 매출의 35%+(클라우드 대형사 48%). 스위치 실리콘은 브로드컴(Tomahawk/Jericho)에 의존. 메타가 7700R4로 AI 클러스터 구축.","lead_en":"The leader in high-speed Ethernet switches for AI and cloud datacenters. 2024 revenue $7B (+19.5%). Microsoft and Meta each spend $1B+ a year, together 35%+ of revenue (cloud titans 48%). Depends on Broadcom (Tomahawk/Jericho) for switch silicon; Meta built AI clusters on the 7700R4.","segments":{"fy":2024,"parts":[{"name":"이더넷 스위치·SW"}],"total":"2024 매출 $7B (+19.5%)","concentration":"MS·메타 48%. 스위치 칩 브로드컴 의존."},"segments_en":{"parts":[{"name":"Ethernet switches and software"}],"total":"2024 revenue $7B (+19.5%)","concentration":"Microsoft and Meta ~48%; depends on Broadcom switch silicon."},"edges":[{"direction":"revenue","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"high","metric":{"type":"revenue","unit":"USD","basis":"연간 매출","value":7000000000,"period":"FY2024","basis_en":"annual revenue","qualifier":"approx"},"note":"마이크로소프트에 AI 데이터센터 이더넷 스위치 공급.","note_en":"Supplies AI datacenter Ethernet switches to 마이크로소프트.","sources":[{"stance":"confirms","publisher":"ITWorld","publisher_en":"ITWorld","kind":"news","lang":"ko","published_at":"2025-08-01","url":"https://www.itworld.co.kr/article/3602986/","title":"메타, 아리스타와 초고속 이더넷 AI 클러스터 구축","title_en":"Meta builds high-speed Ethernet AI clusters with Arista","excerpt":"메타가 7700R4로 AI 클러스터 구축.","excerpt_en":"Meta builds AI clusters on the 7700R4."},{"stance":"confirms","publisher":"Arista","publisher_en":"Arista","kind":"ir","lang":"en","published_at":"2025-02-18","url":"https://www.arista.com/en/company/news/press-release/21096-pr-20250218","title":"Arista 2024 4분기·연간 실적 ($7B)","title_en":"Arista Q4 and full-year 2024 results ($7B)","excerpt":"2024 매출 $7B(+19.5%), 클라우드 대형사 48%.","excerpt_en":"2024 revenue $7B (+19.5%); cloud titans 48%."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-18","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ANET&type=10-K","title":"Arista Networks 연례보고서 (10-K)","title_en":"Arista Networks Form 10-K","excerpt":"10-K: 이더넷 스위치 매출, MS·메타 집중.","excerpt_en":"10-K: Ethernet-switch revenue concentrated in MS and Meta."}]},{"direction":"revenue","counterparty":"메타 플랫폼스","counterparty_slug":"meta","confidence":"high","metric":null,"note":"메타 플랫폼스에 AI 데이터센터 이더넷 스위치 공급.","note_en":"Supplies AI datacenter Ethernet switches to 메타 플랫폼스.","sources":[{"stance":"confirms","publisher":"ITWorld","publisher_en":"ITWorld","kind":"news","lang":"ko","published_at":"2025-08-01","url":"https://www.itworld.co.kr/article/3602986/","title":"메타, 아리스타와 초고속 이더넷 AI 클러스터 구축","title_en":"Meta builds high-speed Ethernet AI clusters with Arista","excerpt":"메타가 7700R4로 AI 클러스터 구축.","excerpt_en":"Meta builds AI clusters on the 7700R4."},{"stance":"confirms","publisher":"Arista","publisher_en":"Arista","kind":"ir","lang":"en","published_at":"2025-02-18","url":"https://www.arista.com/en/company/news/press-release/21096-pr-20250218","title":"Arista 2024 4분기·연간 실적 ($7B)","title_en":"Arista Q4 and full-year 2024 results ($7B)","excerpt":"2024 매출 $7B(+19.5%), 클라우드 대형사 48%.","excerpt_en":"2024 revenue $7B (+19.5%); cloud titans 48%."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-18","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ANET&type=10-K","title":"Arista Networks 연례보고서 (10-K)","title_en":"Arista Networks Form 10-K","excerpt":"10-K: 이더넷 스위치 매출, MS·메타 집중.","excerpt_en":"10-K: Ethernet-switch revenue concentrated in MS and Meta."}]},{"direction":"cost","counterparty":"Broadcom","counterparty_slug":"broadcom","confidence":"high","metric":null,"note":"Broadcom에서 스위치 실리콘(Tomahawk·Jericho) 매입.","note_en":"Buys switch silicon (Tomahawk/Jericho) from Broadcom.","sources":[{"stance":"confirms","publisher":"ITWorld","publisher_en":"ITWorld","kind":"news","lang":"ko","published_at":"2025-08-01","url":"https://www.itworld.co.kr/article/3602986/","title":"메타, 아리스타와 초고속 이더넷 AI 클러스터 구축","title_en":"Meta builds high-speed Ethernet AI clusters with Arista","excerpt":"메타가 7700R4로 AI 클러스터 구축.","excerpt_en":"Meta builds AI clusters on the 7700R4."},{"stance":"confirms","publisher":"Arista","publisher_en":"Arista","kind":"ir","lang":"en","published_at":"2025-02-18","url":"https://www.arista.com/en/company/news/press-release/21096-pr-20250218","title":"Arista 2024 4분기·연간 실적 ($7B)","title_en":"Arista Q4 and full-year 2024 results ($7B)","excerpt":"2024 매출 $7B(+19.5%), 클라우드 대형사 48%.","excerpt_en":"2024 revenue $7B (+19.5%); cloud titans 48%."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-18","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ANET&type=10-K","title":"Arista Networks 연례보고서 (10-K)","title_en":"Arista Networks Form 10-K","excerpt":"10-K: 이더넷 스위치 매출, MS·메타 집중.","excerpt_en":"10-K: Ethernet-switch revenue concentrated in MS and Meta."}]},{"direction":"cost","counterparty":"Marvell","counterparty_slug":"marvell","confidence":"mid","metric":null,"note":"Marvell에서 광 DSP·커넥티비티 매입.","note_en":"Buys optical DSP and connectivity from Marvell.","sources":[{"stance":"confirms","publisher":"ITWorld","publisher_en":"ITWorld","kind":"news","lang":"ko","published_at":"2025-08-01","url":"https://www.itworld.co.kr/article/3602986/","title":"메타, 아리스타와 초고속 이더넷 AI 클러스터 구축","title_en":"Meta builds high-speed Ethernet AI clusters with Arista","excerpt":"메타가 7700R4로 AI 클러스터 구축.","excerpt_en":"Meta builds AI clusters on the 7700R4."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-18","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ANET&type=10-K","title":"Arista Networks 연례보고서 (10-K)","title_en":"Arista Networks Form 10-K","excerpt":"10-K: 이더넷 스위치 매출, MS·메타 집중.","excerpt_en":"10-K: Ethernet-switch revenue concentrated in MS and Meta."},{"stance":"confirms","publisher":"Arista","publisher_en":"Arista","kind":"ir","lang":"en","published_at":"2025-02-18","url":"https://www.arista.com/en/company/news/press-release/21096-pr-20250218","title":"Arista 2024 4분기·연간 실적 ($7B)","title_en":"Arista Q4 and full-year 2024 results ($7B)","excerpt":"2024 매출 $7B(+19.5%), 클라우드 대형사 48%.","excerpt_en":"2024 revenue $7B (+19.5%); cloud titans 48%."}]},{"direction":"revenue","counterparty":"알파벳 (구글)","counterparty_slug":"alphabet","confidence":"mid","metric":null,"note":"알파벳 (구글)에 AI 데이터센터 이더넷 스위치 공급.","note_en":"Supplies AI datacenter Ethernet switches to 알파벳 (구글).","sources":[{"stance":"confirms","publisher":"ITWorld","publisher_en":"ITWorld","kind":"news","lang":"ko","published_at":"2025-08-01","url":"https://www.itworld.co.kr/article/3602986/","title":"메타, 아리스타와 초고속 이더넷 AI 클러스터 구축","title_en":"Meta builds high-speed Ethernet AI clusters with Arista","excerpt":"메타가 7700R4로 AI 클러스터 구축.","excerpt_en":"Meta builds AI clusters on the 7700R4."},{"stance":"confirms","publisher":"Arista","publisher_en":"Arista","kind":"ir","lang":"en","published_at":"2025-02-18","url":"https://www.arista.com/en/company/news/press-release/21096-pr-20250218","title":"Arista 2024 4분기·연간 실적 ($7B)","title_en":"Arista Q4 and full-year 2024 results ($7B)","excerpt":"2024 매출 $7B(+19.5%), 클라우드 대형사 48%.","excerpt_en":"2024 revenue $7B (+19.5%); cloud titans 48%."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-18","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ANET&type=10-K","title":"Arista Networks 연례보고서 (10-K)","title_en":"Arista Networks Form 10-K","excerpt":"10-K: 이더넷 스위치 매출, MS·메타 집중.","excerpt_en":"10-K: Ethernet-switch revenue concentrated in MS and Meta."}]},{"direction":"revenue","counterparty":"아마존","counterparty_slug":"amazon","confidence":"mid","metric":null,"note":"아마존에 AI 데이터센터 이더넷 스위치 공급.","note_en":"Supplies AI datacenter Ethernet switches to 아마존.","sources":[{"stance":"confirms","publisher":"ITWorld","publisher_en":"ITWorld","kind":"news","lang":"ko","published_at":"2025-08-01","url":"https://www.itworld.co.kr/article/3602986/","title":"메타, 아리스타와 초고속 이더넷 AI 클러스터 구축","title_en":"Meta builds high-speed Ethernet AI clusters with Arista","excerpt":"메타가 7700R4로 AI 클러스터 구축.","excerpt_en":"Meta builds AI clusters on the 7700R4."},{"stance":"confirms","publisher":"Arista","publisher_en":"Arista","kind":"ir","lang":"en","published_at":"2025-02-18","url":"https://www.arista.com/en/company/news/press-release/21096-pr-20250218","title":"Arista 2024 4분기·연간 실적 ($7B)","title_en":"Arista Q4 and full-year 2024 results ($7B)","excerpt":"2024 매출 $7B(+19.5%), 클라우드 대형사 48%.","excerpt_en":"2024 revenue $7B (+19.5%); cloud titans 48%."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-18","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ANET&type=10-K","title":"Arista Networks 연례보고서 (10-K)","title_en":"Arista Networks Form 10-K","excerpt":"10-K: 이더넷 스위치 매출, MS·메타 집중.","excerpt_en":"10-K: Ethernet-switch revenue concentrated in MS and Meta."}]},{"direction":"cost","counterparty":"광모듈·트랜시버 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"데이터센터 광모듈·트랜시버 매입(비공개).","note_en":"Optical modules and transceivers (undisclosed).","sources":[{"stance":"mentions","publisher":"Arista","publisher_en":"Arista","kind":"ir","lang":"en","published_at":"2025-02-18","url":"https://www.arista.com/en/company/news/press-release/21096-pr-20250218","title":"Arista 2024 4분기·연간 실적 ($7B)","title_en":"Arista Q4 and full-year 2024 results ($7B)","excerpt":"광 인터커넥트.","excerpt_en":"Optical interconnect."}]}]}