Forget Amazon, Google, Apple, Facebook: This is the Gem Powering the Cloud

On the earnings call, CEO Jayshree Ullal talked at length about how the company is tailoring its offerings to suit different kinds of cloud computing customers, noting that smaller operators may have different needs from Microsoft (MSFT), historically one of Arista’s larger customers. She went on to say:

[The] cloud titans [such as Microsoft and Facebook (FB) are] increasing their spend in the cloud and therefore with Arista.
We continue to experience increased relevance and acceptance from our customers in the ongoing shift to cloud networking
Source: Barron’s

The rest of this great article can be found at: 

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