Company Overview
About Arrcus
Arrcus is a networking software company founded in 2016 by Devesh Agarwal and a team of veterans from Cisco, Juniper, and other networking incumbents, and headquartered in San Jose, California. The company's core product is ArcOS, a high-performance network operating system built from the ground up for disaggregated networking — the model in which software is decoupled from proprietary hardware and runs on white-box switches or merchant silicon from vendors like Broadcom and Marvell. This approach allows hyperscalers, telecommunications carriers, and large enterprises to build flexible, cost-efficient network infrastructure without being locked into vertically integrated vendor stacks.
Business Model & Competitive Advantage
Arrcus has raised over $100M in total venture funding and has gained traction with hyperscalers and Tier-1 telcos as the disaggregated networking market matures. Its Arrcus Connected Edge (ACE) platform extends the core routing software into a unified management and orchestration layer that spans data centers, WAN edges, and 5G infrastructure — providing a single, scalable architecture across an operator's entire network footprint. This multi-domain approach differentiates Arrcus from point-solution disaggregated routing vendors that address only specific network tiers.
Competitive Landscape 2025–2026
The company competes in the broader disaggregated networking ecosystem alongside IP Infusion, Volta Networks (acquired by Juniper), and internal development efforts at hyperscalers. Arrcus positions its software as enterprise-grade in reliability and feature parity with incumbent vendor OSes — supporting BGP, MPLS, SR-MPLS, SRv6, and other advanced routing protocols — while delivering the operational flexibility and economics of open networking. The 5G and AI networking buildout has increased demand for programmable, high-throughput routing infrastructure that legacy proprietary systems cannot efficiently serve.
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