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Arista cloud and edge networking drives revenues up in Q2

Arista, which bolstered its networking offer with edge threat management (ETM) in March last year, has reported revenues of $1.5 billion (£780m), up eight percent versus the first quarter of 2023 and up 39% compared to Q2 2022.

Jayshree Ullal, president and chief executive of Arista Networks, said its customers now have more than 75 million cloud networking ports.

“Arista again achieves record revenue and profitability – [this time] for Q2 2023,” she said in the announcement.

The announcement said that despite shorter lead times and “reduced visibility” Arista has seen “incremental improvements” to its 2023 outlook. The company expects year-over-year growth above 30%.

NYSE-listed Arista Networks focuses on client to cloud networking for large datacentre, campus and routing environments.

In 2022, Arista acquired Untangle for edge threat management – with offerings including NG Firewall, aimed at organisations with less to invest.

ETM adds to Arista portfolio

Arista ETM customers include utilities such as Bridger Valley Electric Association of Mountain View, Wyoming. USA. Bridger has been using NG Firewall for compliant threat and vulnerability management over more than eight years, according to the official case study.

The company supports some 50 employees across 30 or so servers, 60 workstations, and various other devices such as laptops and iPads, with NG Firewall enabling secure, easy connection of 12 remote locations.

Gregg Moretti, chief information officer at Bridger, said in the Arista case study that the utility was able to save money immediately on deployment of NG Firewall platform and apps.

“I came across Untangle (now Arista ETM) in my search for a network security solution that was robust and customisable, yet also affordable,” Moretti was reported as saying.

The first half of 2023 also saw Arista deliver networking as a service with cognitive unified edge technology and a cloud-based zero-trust AI-driven network identity service.

“As AI applications drive inference and training with massive compute processors (GPUs/CPUs/TPUs), one must reimagine the high-speed transit of crucial mission workloads,” according to Arista, pointing to the advantages of deploying large synchronised bursts of data over standards-based Ethernet.

Arista also joined founding members of the Ultra Ethernet Consortium (UEC) with a view to enhancing Ethernet for AI and high performance computing (HPC) across various L2/3, optical and physical layers, the vendor said.

( Image by Tumisu from Pixabay )

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