Who supplies Arista Networks, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Arista Networks files 8-Ks, announces contracts, or beats guidance.
11 companies with a disclosed relationship to Arista Networks · 4 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Cloud & Neocloud (4) | ||||||||||
| ORCL | Cloud buildout | customer | - | - | - | - | - | 5 | 15% exp77 | |
| META | Named large customer, AI back-end fabrics | customer | - | - | - | - | - | 4 | 15% exp77 | |
| GOOGL | Cloud networking | customer | - | - | - | - | - | 1 | 15% exp77 | |
| MSFT | Named large customer | customer | - | - | - | - | - | 1 | 15% exp77 | |
| Networking (2) | ||||||||||
| MRVL | Networking silicon | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| AVGO | Merchant switch silicon, its core dependency | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Contract Manufacturing (1) | ||||||||||
| JBL | Contract manufacturing | supplier | - | - | - | - | - | 17 | 15% exp77 | |
| Optics & Interconnect (1) | ||||||||||
| LITE | Optical components | supplier | - | - | - | - | - | 3 | 15% exp77 | |
| Competitor (3) | ||||||||||
| CSCO | Data-center switching | competitor | - | - | - | - | - | 49 | 20% exp79 | |
| HPE | Networking after Juniper | competitor | - | - | - | - | - | 9 | 15% exp77 | |
| NVDA | Spectrum-X and InfiniBand | competitor | - | - | - | - | - | 6 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.