Arista Introduces Advanced Network Application Platform
Zacks Investment Research | Mar 05, 2019 08:33PM ET
Arista Networks, Inc. (NYSE:ANET) recently launched the 7130L Series, an enhanced ultra-low latency and high-precision network application platform, for better configurability. The cloud networking company’s latest offering is optimized for a range of its network applications and can be leveraged to run third party partner applications.
Notably, the 7130L Series integrates field-programmable gate array-based network applications, MetaMux and MetaWatch, for combining time-stamped packets for data analysis. It makes custom applications easy to deploy. The 7130L Series devices, which have five configurations, are expected to be available in March 2019. It is the first platform that the company is launching post the Metamako acquisition.
Arista is a leader in 100-gigabit Ethernet switching share in port for the high-speed datacenter segment. The company has successfully integrated two M&A transactions — Mojo Networks for Cognitive Wi-Fi in the campus and Metamako for ultra-low latency networking — which remain additional tailwinds for business growth. Moreover, it is earning a strategic role with customers deploying transformative cloud networking. The company aims to sustain profitable revenue growth and healthy cash generation in 2019 and beyond, on the back of industry-leading product offerings.
Furthermore, Arista continues benefiting from the expanding cloud networking market, owing to strong demand for scalable infrastructure. In addition to high capacity and easy availability, its cloud networking solutions promise predictable performance along with programmability that enables integration with third-party applications for network management, automation and orchestration. The company’s product portfolio facilitates the implementation of high-performance, highly scalable and appropriate solutions for every environment.
Arista’s strategy of leveraging merchant silicon from multiple suppliers has expanded product portfolio and increased its ability to offer products at cheaper prices. This has also helped it to focus on developing software like EOS (Extensible Operating System) and CloudVision. While EOS is core to the company’s cloud networking solutions for next-generation data centers and cloud networks, CloudVision is a network-wide approach for workload orchestration, workflow automation and real-time telemetry as a turnkey solution for cloud networking.
Arista is well poised to benefit from strong demand for its data center switches. Moreover, continued spending on IT infrastructure products (server, enterprise storage and Ethernet switches) for deployment in cloud environments is likely to benefit the company. Notably, its switches and routers support the high-end cloud networking market that require fast throughput at low cost. The robust product portfolio is aiding the company to win customers on a regular basis, boosting its top line.
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Driven by diligent execution of operational priorities, shares of Arista have recorded an average gain of 23.4% compared with the Original post
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