The fierce rivalry of Cisco Systems (CSCO) and Arista Networks (ANET) shows no signs of letting up. Cisco claims to be regaining share in a key market — the so-called “cloud titans.” But Arista’s cloud business still has plenty of momentum heading into 2022.
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Both Cisco and Arista sell computer networking gear built into giant data centers that whisk internet content to mobile phones and personal computers. Microsoft (MSFT) and Facebook-parent Meta Platforms (FB), two of the cloud titans, have been Arista’s biggest customers.
Cisco stock analysts say the company has signaled that it’s winning more product orders from Arista customers. That may be the case.
But Arista’s own cloud business seems to be doing just fine for now.
Revenue From Microsoft Drives Arista Stock
In both the December quarter and full-year 2021, Arista revenue rose more than 27%. In 2022, Wall Street…
