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CSCO compared with ANET: revenue, margins and what each company keeps, and the suppliers and customers both name
CSCO
Cisco Systems, Inc.
Change
Mkt cap
Revenue
Revenue
ANET
Arista Networks, Inc.
Change
Mkt cap
Revenue
Revenue
vs
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CSCO
Cisco Systems, Inc.
vs
ANET
Arista Networks, Inc.
Price
Mkt cap
Revenue
Revenue
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Supply chain
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only CSCO
14
SWKS
Skyworks Solutions
supplier
FN
Fabrinet
supplier
SNX
TD Synnex
customer
NTNX
Nutanix
supplier
10 more · CSCO chain
›
Shared
0
No shared counterparties.
Only ANET
10
—
Other end customer
unlisted
customer
—
Undisclosed customer 1
unlisted
customer
MSFT
Microsoft
customer
AVGO
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
Broadcom
supplier
6 more · ANET chain
›
CSCO
Cisco Systems, Inc.
Change
104.52
· pre 104.99
Mkt cap
$412.0B
Revenue
$17.3B
Q4 FY26
Revenue
$63.3B
FY26
ANET
Arista Networks, Inc.
Change
168.76
· pre 171.97
Pre-market
Sep 2 '83
Mkt cap
$213.0B
Revenue
$3.0B
Q2 FY26
Revenue
$9.0B
FY25
vs
Compare
Pre-market
Sep 2 '83
CSCO
Cisco Systems, Inc.
vs
ANET
Arista Networks, Inc.
104.52
pre 104.99
Price
168.76
pre 171.97
$412.0B
Mkt cap
$213.0B
Q4 FY26
$17.3B
Revenue
$3.0B
Q2 FY26
FY26
$63.3B
Revenue
$9.0B
FY25
Change
Change
CSCO
104.52
vs
ANET
168.76
Pre-market
Sep 2 '83