Arista Introduces Any Cloud Platform

Investment Analysis Clubs Saul’s Investing Discussions
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Is this new product from Arista competing directly with Nutanix?

SANTA CLARA, Calif.–(BUSINESS WIRE)-- Arista Networks (NYSE:ANET) today announced the Arista Any Cloud software platform, reducing operational costs and complexity for enterprises by simplifying integration and management of hybrid clouds across private cloud datacenters and public cloud providers. The new virtualized offering, Arista vEOS™ Router, combined with CloudVision® and new Cloud Tracer™ functionality, provides consistent operations, orchestration, security and telemetry across multi-cloud environments.
“Arista’s Any Cloud platform transcends public and private clouds, radically changing the on-premises enterprise datacenter. We are helping customers realize their hybrid-cloud transformation by extending Arista EOS and CloudVision across network boundaries,” said Jayshree Ullal, President and CEO for Arista Networks.

Cloud Principles Migrate Enterprise from PINs to PICs

Arista’s Universal Cloud Networking (UCN) delivers common cloud principles for simplified networking topologies and architecture across use-cases. As siloed Places-In-the-Network (PINs) of the legacy enterprise are normalized to become standardized Places-In-the-Cloud (PICs), Arista’s UCN provides a consistent experience and simplifies the model for enterprise customers to extend workloads from their own datacenters into the public cloud.

https://investors.arista.com/Communications/Press-Releases-a…

Thanks to all on this board.
Brian

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2

Is this new product from Arista competing directly with Nutanix?

I doubt it is competing in any way, since right now Arista is up 1.8% on the news, but Nutanix is up 2.5%.

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I am not aware of anywhere that Arista competes with Nutanix. Nutanix creates software that manages the servers, and Arista software manages the switches (ethernet) and routers that enables the servers to communicate between themselves and the internet at large. There is no cross over between them. Further Arista’s market is primarily hype scale facilities, whereas Nutanix sells into enterprise data centers, and most hyper scale facilities have their own home brewed software to handle what Nutanix does.

Tinker

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