Arista Networks vs Elastic
Side-by-side comparison of AI visibility scores, market position, and capabilities
Santa Clara cloud networking (NYSE: ANET) at $7.0B FY2024 revenue (+20%); AI networking +50%, 400G/800G GPU cluster switches for Microsoft/Meta/Google competing with Cisco and NVIDIA InfiniBand for AI data center fabric.
About
Arista Networks, Inc. is a Santa Clara, California-based cloud networking company — publicly traded on the New York Stock Exchange (NYSE: ANET) as an S&P 500 Information Technology component with a market capitalization of approximately $120 billion — designing and selling programmable Ethernet switches, routers, and network management software for cloud data centers, artificial intelligence compute clusters, and enterprise campus networks through approximately 4,400 employees worldwide. In fiscal year 2024, Arista reported revenue of $7.0 billion (+20% year-over-year), with AI networking revenue growing more than 50% as hyperscale customers (Microsoft, Meta, Google) deployed Arista's 400G and 800G Ethernet switches as the network fabric interconnecting tens of thousands of NVIDIA H100 and H200 GPUs in AI training clusters. CEO Jayshree Ullal has led Arista since 2008, executing the strategy of building the world's most advanced Ethernet switching operating system (EOS, Extensible Operating System) and using EOS's programmability and reliability advantages to win the hyperscale cloud data center market from Cisco — a share gain that created Arista's growth from a startup to a $7B+ revenue company in a decade. Arista's EOS software runs across the entire product family (campus, data center, AI cluster switches) with a single code base and management plane, enabling network operators to write Python scripts and custom automation for every switch in the network from one operating system.
NYSE-listed (ESTC) Elasticsearch creator at $1.42B revenue with search, observability, and SIEM; 21,000+ customers competing with Splunk and Datadog while powering AI RAG vector search infrastructure.
About
Elastic N.V. is an Amsterdam-based enterprise search and observability company — the creator and primary commercial distributor of Elasticsearch, the world's most widely used open-source search engine — providing the Elastic Stack (Elasticsearch distributed search, Kibana visualization, Logstash data pipelines, Beats lightweight data shippers) for enterprise search, application observability, SIEM security analytics, and vector search for AI applications. Listed on NYSE (NYSE: ESTC), Elastic was founded in 2012 by Shay Banon and generated $1.42 billion in revenue in fiscal year 2025, serving 21,000+ customers including Microsoft, Verizon, and Spotify.
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