Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of ANET revenue | Skew |
|---|---|---|---|
| MSFTMicrosoft | 0.54% | 20.00% | 37× |
| METAMeta Platforms | 0.67% | 15.00% | 22× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“For example, 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.”
$2.3B relationship
basisANET fy2025 · closed 2025-12 $9.0B
FILING10-K0001596532-26-000013cik 0001596532
“Sales to these two customers represented 26% and 16% of our total revenue for the year ended December 31, 2025, respectively.”
$2.3B relationship
basisANET fy2025 · closed 2025-12 $9.0B
FILING10-K0001596532-26-000013
“For example, 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.”
$1.9B relationship
basisANET fy2025 · closed 2025-12 $9.0B
FILING10-K0001596532-26-000013
“For example, sales to our end customer Microsoft represented 20%, 18% and 16% of our total revenue for the years ended 2024, 2023 and 2022 respectively.”
$1.8B relationship37× more of ANET’s book than MSFT’s
basisANET fy2025 · closed 2025-12 $9.0BMSFT fy2026 · closed 2026-06 $332B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“And sales to our end customer Meta Platforms represented 15%, 21% and 26% of our total revenue, respectively for the years ended 2024, 2023 and 2022.”
$1.4B relationship22× more of ANET’s book than META’s
basisANET fy2025 · closed 2025-12 $9.0BMETA fy2025 · closed 2025-12 $201B
FILING
“In particular, we are primarily reliant upon our predominant merchant silicon vendor, Broadcom, for our switching chips.”
FILING10-K0001596532-25-000028cik 0001596532
“Our primary manufacturing partners are Jabil Inc., Sanmina Corporation, Flex Ltd. and Foxconn Hon Hai.”
FILING10-K0001596532-25-000028cik 0001596532
“Our primary manufacturing partners are Jabil Inc., Sanmina Corporation, Flex Ltd. and Foxconn Hon Hai.”
FILING10-K0001596532-25-000028cik 0001596532
“Our primary manufacturing partners are Jabil Inc., Sanmina Corporation, Flex Ltd. and Foxconn Hon Hai.”
FILING10-K0001596532-25-000028cik 0001596532
“Our primary manufacturing partners are Jabil Inc., Sanmina Corporation, Flex Ltd. and Foxconn Hon Hai.”
FILING10-K0001596532-25-000028cik 0001596532
Watchlist prices, news filtered to it, and its next report on your desk.
FILING10-K0001596532-25-000028cik 0001596532
Prev close 192.77 · gapped below the open, then crossed back over prior close. High/low 193.82 at 11:45 am ET, 187.25 at 4:00 am ET.
Arista Networks, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Computer Communications Equipment
Arista Networks, Inc. has 5 disclosed suppliers and 5 disclosed customers. Each one is named in an SEC filing, either Arista Networks, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
ANET (Arista Networks, Inc.) has 5 disclosed suppliers and 5 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: SANM −2.68%, in semiconductor.