ANET · Earnings call · 2026Q2T · Full report

Manufacturing and Capacity

Arista Networks, Inc. · 2026-08-04 · Importance 31 · Surprise 42

Arista increased manufacturing and distribution capacity to support growing AI and networking demand. Its footprint now includes three contract manufacturers and three distribution facilities, providing geographic diversity across the United States, Asia and Mexico. Management said the expanded network is intended to improve vendor stability, risk mitigation, delivery predictability and the ability to match factory capacity with customer demand.

Key facts

• Arista can build capacity for PCBs and optics in a 12-month window.
• Arista now has three contract manufacturers and three distribution facilities providing geographic diversity in the U.S., in Asia and in Mexico.
• Arista has hired Eugenia Corrales as a global operations executive with over 35 years of engineering, networking and manufacturing expertise.