EOS and CloudVision software
Arista's operating system and network management platform, sold with its switches.
What it is
EOS is the operating system that runs Arista switches. CloudVision is the management and telemetry platform that controls them across data centers and campuses.↗ source
Why it matters to the stock. Software is what ties customers to Arista's hardware and supports the company's shift toward rack-scale systems. Arista reports Software and Services as a category, about 17% of 2025 revenue.
News
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