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ANET compared with CSCO: revenue, margins and what each company keeps, and the suppliers and customers both name
ANET
Arista Networks, Inc.
Change
Mkt cap
Revenue
Revenue
CSCO
Cisco Systems, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
ANET
Arista Networks, Inc.
vs
CSCO
Cisco Systems, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only ANET
10
—
Other end customer
unlisted
customer
—
Undisclosed customer 1
unlisted
customer
MSFT
Microsoft
customer
AVGO
Broadcom
supplier
6 more · ANET chain
›
Shared
0
No shared counterparties.
Only CSCO
14
SWKS
Skyworks Solutions
supplier
FN
Fabrinet
supplier
SNX
TD Synnex
customer
NTNX
Nutanix
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
10 more · CSCO chain
›
ANET
Arista Networks, Inc.
Change
168.76
▼
−8.39%
· post 169.66
Mkt cap
$213.0B
Revenue
$3.0B
Q2 FY26
Revenue
$9.0B
FY25
CSCO
Cisco Systems, Inc.
Change
104.52
▼
−3.75%
· post 104.67
Closed
Oct 30 '26
Mkt cap
$412.0B
Revenue
$17.3B
Q4 FY26
Revenue
$63.3B
FY26
vs
Compare
Closed
Oct 30 '26
ANET
Arista Networks, Inc.
vs
CSCO
Cisco Systems, Inc.
168.76
▼
−8.39%
post 169.66
Price
104.52
▼
−3.75%
post 104.67
$213.0B
Mkt cap
$412.0B
Q2 FY26
$3.0B
Revenue
$17.3B
Q4 FY26
FY25
$9.0B
Revenue
$63.3B
FY26
Change
Change
ANET
168.76
▼
−8.39%
vs
CSCO
104.52
▼
−3.75%
Closed
Oct 30 '26