https://www.marketbeat.com/originals/arista-networks-stock-soars-past-big-tech-rival-cisco/
8 replies (most recent on top)
better software, better engineers, cleaner design, no complex silicon, not pitching the cult of segment routing.
Tables have turned and Arista and Juniper are on their way up while Cisco is becoming a dinosaur.
Arista is doing great. Juniper and its suitor HPE are both low margin companies that were in debt before deciding on borrowing another $14B. It could be a year for the merger of Juniper and HPE to complete and HPE has to keep the current Aruba customers happy until then, then find some kind of common ground where they don't lose either Aruba or Juniper customers with whatever bits that aren't discarded. Aruba and Juniper had revenues of $5.2B and $5.6B respectively in 2023 and there is overlap so this will be a feat if they pull it off.
Arista is eating Cisco's lunch. Tables have turned and Arista and Juniper are on their way up while Cisco is becoming a dinosaur.
It started with the destruction of TAC many years ago. Astonishing then, and over the top stupid now. Take that which customers love, destroy it — and then blame the result on “macro conditions” and those very same customers not being able to move fast enough. The place has been gutted of real talent that customers enjoy working with.
Major customers won't meet with Chuck because he wastes their time while Arista CEO is a tech visionary that customers trust to guide them forward
The ELT in their constant cost cutting have thrown the baby out with the bath water and cut the brilliant engineers and innovators because they were expensive. But quality and innovation comes at a price. Cisco not prepared to pay that price , although they want to continue to charge it, and the results are plain to see with erosion in relevance and market share. Every customer I talk to asks what the he-l has happened to you Cisco?
Arista isn't even exceptional. We are just lousy. We can't make two related Cisco products work better together. We can't deliver software that doesn't crash twice a month. We can't build ASICs that rival with Broadcom's. We have product managers that Walmart wouldn't hire to restock the shelves. Such a clown show.
I guess we now know where all the Distinguished Engineers we have been laying off for the last 4 years went to work for