Technology StocksArista Networks

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From: JakeStraw3/8/2017 1:56:36 PM
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Arista Networks' Software Strategy Could Jar Cisco Even More

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From: surfbaron6/15/2017 11:43:15 AM
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I came across this Patent-United States Patent 9674116.

Title is : Data distribution packet-flow interconnect fabric modular management optimized system

Abstract: A method includes operating a packet flow module including a plurality of ports, each of the plurality of ports including at least a pair of bidirectional and logically independent communications channels. An apparatus includes a packet flow module including a plurality of ports, each of the plurality of ports including at least a pair of bidirectional and logically independent communications channels.

Looking at their website under "Show BenchMarks" they are citing third party verification test results benchmarking against Arista 7150 10GbE Switch/ Solarflare SFN7122F 10 GbE Adaptor.

Is anybody on this board qualified to comment on these test results?

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From: FUBHO6/19/2017 8:40:31 AM
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Arista Networks ( ANET) today introduced new software and hardware for the Arista R-Series platforms, accelerating cloud transformation for customers deploying routing technology. Based on merchant silicon that is twice the density and half the power of custom routing silicon, the latest R-Series platforms deliver more than 150 Tbps of capacity for switching and routing applications with cloud-driven Arista EOS® software technologies including Arista FlexRoute™ and AlgoMatch™.

This Smart News Release features multimedia. View the full release here:

"Working together with Arista has helped Netnod to develop a flexible, future-proof infrastructure that accommodates significant increases in capacity at the same time as reducing the cost per terabit compared with traditional routing platforms,” said Lars Michael Jogbäck, CEO at Netnod. “Arista 7500R/7280R and EOS support our next-generation platform as we develop industry-leading IX services and offer Netnod customers more connection options than ever before.”

Cloud Class: Scaling Up and Out

With the 2016 introduction of the Arista 7280R Universal Leaf and 7500R Universal Spine platforms, the first phase of cloud transformation is underway across multiple routing use cases across cloud providers, Content Delivery Networks (CDN) and Internet service providers. Arista is focused on the next phase of this transformation with the 7500R2 line cards for the 7500R systems and the 7280R2 fixed platforms, delivering significant enhancements in scale, telemetry, security and routing.

“We selected Arista EOS and the 7500R2 as a part of our new edge architecture, which will become the foundation for our hyper-scale security platform. This was based on the combination of deep telemetry, dense 100G, and large routing scale, while providing stability and extensibility with Arista EOS,” said Wen Temitim, Chief Network Scientist at StackPath.

Cloud network designs require both scaling up and scaling out. The FlexRoute enhancements on the 7500R2 line cards and the 7280R2 fixed platforms introduce support for over 2 million routes in hardware, equivalent to more than three copies of the Internet routing table. While the Internet routing table continues to grow and native IPv6 networks increase, customers can invest in a routing platform that can handle the Internet table scale both for today and the future.

In addition, the newest member of the 7500R Series, the 7516, increases port scale, with up to 576 ports of line rate 100G Ethernet. These scale up improvements provide the building blocks for scale-out network designs, including spine capacity of an industry leading 15 Petabits per second.

AlgoMatch on the 7500R2 line cards and 7280R fixed platforms introduces high rate sFlow, providing improved traffic analysis for routing use cases. Addressing the challenge of scaling telemetry at 100G interface speeds, this solution makes the R-Series the industry's highest visibility solution for dense 100G.

Security enforcement is critical at the edge of today’s cloud networks. Access control policies can be deployed in edge routing roles with confidence, enabled by both the increased ACL scale and the common IPv4 and IPv6 scale that AlgoMatch provides. With new MACsec capable line cards for the 7500R, datacenter interconnect traffic can be secured with strong 256-bit MACsec encryption.

Without the burden of legacy protocols, Arista has a clean approach to both Layer 2 and Layer 3 VPN solutions with improved redundancy, leveraging Ethernet Virtual Private Networks (EVPN) for MPLS and VXLAN. Arista demonstrated these technologies as part of the public multi-vendor interoperability test and showcase at the MPLS + SDN + NFV World Congress in March, 2017. These service edge capabilities in EOS coupled with improved table sizes on the R2 series enable new routing use cases for Internet Exchange (IX) cloud fabrics as well as additional Network Functions Virtualization (NFV) cloud solutions for cable providers and 5G mobile packet cores.

Next Generation Universal Spine and Leaf

Arista continues a track record of strong investment protection with backwards compatibility for customers using the 7500R modular platform while introducing new capabilities with the 7500R2 line cards and 7280R2 systems including:

16-slot 7500R Series providing a new performance and density benchmark for a spine of up to 15 Petabits and 576 ports of 100G in a single system, with the flexibility to enable from 1G to 100G with future proof support for 400GExpanded high capacity 7280R2 with up to 60 ports of 100G, IEEE 802.3by 25G Ethernet, and over 2 million routes in hardwareHigh rate sFlow export on both fixed and modular systemsNew datacenter interconnect solutions with secure 802.1AE MACsec encryption on 36 port 100G line cards and Coherent 200G DWDM line cards with reach of over 5000 km.With these introductions, Arista is outpacing traditional custom silicon, allowing customers to transition from legacy platforms to scalable, efficient and programmable 100G and 25G solutions.

Pricing and Availability

The 7500R2/7280R2 Series are available now. The 7516 is currently in customer trials with general availability in 2H 2017.

<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)--sm Mt(0.8em)--sm" type="text" content="For additional information join us for a webinar on the next generation R2 Series on Tuesday, July 11th at 10:00 A.M. PT. Register here." data-reactid="48" style="margin: 0px 0px 1em;">For additional information join us for a webinar on the next generation R2 Series on Tuesday, July 11th at 10:00 A.M. PT. Register here.

About Arista Networks

Arista Networks was founded to pioneer and deliver software-driven cloud networking solutions for large datacenter storage and computing environments. Arista’s award-winning platforms, ranging in Ethernet speeds from 10 to 100 gigabits per second, redefine scalability, agility, and resilience. Arista has shipped more than ten million cloud networking ports worldwide with CloudVision and EOS, an advanced network operating system. Committed to open standards, Arista is a founding member of the 25/50GbE consortium. Arista Networks products are available worldwide directly and through partners.

ARISTA, EOS, and CloudVision, FlexRoute and AlgoMatch are among the registered and unregistered trademarks of Arista Networks, Inc. in jurisdictions around the world. Other company names or product names may be trademarks of their respective owners. Additional information and resources can be found at This press release contains forward-looking statements including, but not limited to, statements regarding the benefits and best practices utilized in the design and implementation of Arista's EOS and CloudVision software and the enablement of cost savings, more performance, and efficiency. All statements other than statements of historical fact are statements that could be deemed forward-looking statements. Forward-looking statements are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in the forward-looking statements including: our limited operating history and experience with developing and releasing new products; product, support or service quality problems; rapidly evolving changes in technology, customer requirements and industry standards as well as other risks stated in our filings with the SEC available on Arista's website at and the SEC's website at Arista disclaims any obligation to publicly update or revise any forward-looking statement to reflect events that occur or circumstances that exist after the date on which they were made.

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To: FUBHO who wrote (17)6/19/2017 8:58:40 AM
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From: JakeStraw6/23/2017 8:56:42 AM
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Pacific Crest Securities reiterated its overweight rating on Arista Networks and raised its price target on the stock to 168 from 145.

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From: JakeStraw8/4/2017 11:35:26 AM
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Arista Networks, Inc. was upgraded by analysts at William Blair from a "market perform" rating to an "outperform" rating.

Arista Networks, Inc. was upgraded by analysts at J P Morgan Chase & Co from a "neutral" rating to an "overweight" rating.

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From: JakeStraw9/20/2017 1:11:56 PM
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Arista Networks, Inc. was upgraded by analysts at Morgan Stanley from an "equal weight" rating to an "overweight" rating.

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From: JakeStraw10/3/2017 8:56:21 AM
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Arista Networks Stock Seen Reaching $200
We are raising 2018 revenue and earnings-per-share estimates to $1.96 billion and $5.56, respectively, from $1.829 billion and $5.04, respectively, and raising our price target to $200 [from $176] based on 33 times estimated 2018 EPS plus net cash.

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From: JakeStraw11/3/2017 9:48:26 AM
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Arista Networks, Inc. Reports Third Quarter 2017 Financial Results

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From: FUBHO11/21/2017 1:59:16 PM
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AT&T Wants White Box Routers with an Open Operating System

November 20, 2017
10:59 am PT

AT&T says it’s not enough to deploy white box hardware and to orchestrate its networks with the Open Network Automation Platform (ONAP)software. “Each individual machine also needs its own operating system,” writes Chris Rice, senior vice president of AT&T Labs, Domain 2.0 Architecture, in a blog post. To that end, AT&T announced its newest effort — the Open Architecture for a Disaggregated Network Operating System (dNOS).

“If we want to take full advantage of the benefits of white box routers and other hardware, we need an equally open and flexible operating system for those machines,” writes Rice.

DNOS appears to be in the visionary phase. “Our goal is to start an industry discussion on technical feasibility … and determine suitable vehicles (standards bodies, open source efforts, consortia, etc.) for common specification and architectural realization,” according to an AT&T white paper, introducing dNOS.
AT&T says its global network includes more than 100,000 interconnected IP/MPLS routers from vendors. “These OEM routers were designed, developed, and sold as monolithic router platforms with vertically integrated proprietary hardware and software components,” according to the paper.

But recently, there have been a lot of advances that might allow operators such as AT&T to transition away from these proprietary router platforms. The paper cites advances in software such as DPDK and the proliferation of YANG models. It also cites advances in merchant silicon and the P4language. The combination of these technologies constitute “building blocks that should be used to create an industry-standard NOS,” says AT&T.

The white paper indicates that AT&T wants to foster an ecosystem to build and advance its white box router vision. The company took a similar approach with its ECOMP platform. It began developing ECOMP in-house and then reached out to the open source world, pulling in other operators and vendors along the way. Ultimately, ECOMP merged with the Open-O open source group to form ONAP. (ONAP issued its first code releasetoday). In the case of dNOS, AT&T seems to be asking for broader collaboration from the start.

AT&T has specified three high-level goals for dNOS:

Separation of the router’s operating system software from the router’s underlying hardware (router chassis, routing controller, forwarding line-cards);Standard interfaces and application programming interfaces (APIs) that provide a framework within the base operating system, control and management plane, and data planes;Standard interfaces/APIs that provide a clean separation of control-plane from data plane.Threat to Router VendorsOn its face, this vision of white box routers with an open operating system looks like a big threat to router vendors, such as Cisco and Juniper Networks. Both of those companies have already been suffering declining revenues in their service provider verticals. AT&T’s white paper gives a slight nod to these vendors, saying, “If widely adopted, [dNOS] also provides a larger commercial footprint and therefore more incentive for vendors to participate.”

But then the paper warned: “AT&T will evolve its router platform sourcing process to give preference to dNOS vendors whose products (or committed product-roadmap) are based on using this platform.”

IDC analyst Rohit Mehra said, “We’ve had this vision of a ‘disaggregated network’ in the industry for some time now, largely spurred by the network architecture that some of the larger cloud providers have deployed to meet their own infrastructure requirements. What’s different with AT&T’s initiative is their push for an open architecture along with the significant experience they have in assimilating various open source technologies, in conjunction with their ability to validate these technology solutions at scale.”

Andre Fuetsch, CTO and president of AT&T Labs, hinted at dNOS during the company’s AT&T Business Summit in Dallas earlier this month. Fuetsch said “We are very bullish on white box, there is no secret around it. The reality is that the webscale companies have been working with these for some time now. … We are going to push the boundaries across our network.”

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