{
  "url": "https://struct.news/briefs/aristas-web-runs-through-broadcom-and-nvidia-then-into-the-rivals",
  "title": "Arista’s Web Runs Through Broadcom and Nvidia, Then Into the Rivals",
  "summary": "Arista discloses a compact but crowded dependency map: Broadcom is a key supplier and collaborator, Nvidia is both a component in vertical solutions and a competitor, and manufacturing sits with three outside partners.",
  "published_at": "2026-08-06T23:48:57.186015+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "Arista Networks, Inc.",
    "ticker": "ANET",
    "cik": null,
    "sector": "Technology",
    "industry": null
  },
  "source_filing": null,
  "comparison_filing": null,
  "reported_figures": [
    {
      "group": "Arista’s disclosed relationship map",
      "label": "AVGO",
      "value": "AVGO",
      "display": "AVGO",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-06"
      }
    },
    {
      "group": "Arista’s disclosed relationship map",
      "label": "NVDA",
      "value": "NVDA",
      "display": "NVDA",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-06"
      }
    },
    {
      "group": "Arista’s disclosed relationship map",
      "label": "CSCO",
      "value": "CSCO",
      "display": "CSCO",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-06"
      }
    },
    {
      "group": "Arista’s disclosed relationship map",
      "label": "JBL",
      "value": "JBL",
      "display": "JBL",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-06"
      }
    },
    {
      "group": "Arista’s disclosed relationship map",
      "label": "SANM",
      "value": "SANM",
      "display": "SANM",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-06"
      }
    },
    {
      "group": "Arista’s disclosed relationship map",
      "label": "NVDA",
      "value": "NVDA",
      "display": "NVDA",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-06"
      }
    },
    {
      "group": "Arista’s disclosed relationship map",
      "label": "CSCO",
      "value": "CSCO",
      "display": "CSCO",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-06"
      }
    },
    {
      "group": "Arista’s disclosed relationship map",
      "label": "EXTR",
      "value": "EXTR",
      "display": "EXTR",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-06"
      }
    }
  ],
  "watch_next": [
    {
      "type": "interest_rates",
      "statement": "Interest and other, net expense rose materially in the three- and six-month periods, primarily due to higher net interest expense.",
      "importance": "medium",
      "evidence": "For the three and six months ended April 30, 2026, interest and other, net expense increased by $112 million, or 287.2%, and $205 million, or 262.8%, respectively, primarily due to higher net interest expense of $108 million and $232 million, respectively.",
      "source_date": "2026-06-02"
    },
    {
      "type": "commodity_prices",
      "statement": "Company attributes the increase in average selling price to commodity price increases, particularly memory and SSDs.",
      "importance": "medium",
      "evidence": "The increase in average selling price was due to commodity price increases, especially memory and SSDs.",
      "source_date": "2026-06-02"
    },
    {
      "type": "product_pipeline",
      "statement": "R&D expense drivers were disclosed with large percentage increases in compute/infrastructure and engineering materials tied to new product introductions.",
      "importance": "medium",
      "evidence": "The increase in research and development expenses for the first quarter of fiscal year 2027 was primarily driven by a 112% increase in compute and infrastructure, a 31% increase in compensation and benefits, including stock-based compensation, reflecting employee growth and compensation increases, and a 204% increase in engineering development materials for new product introductions.",
      "source_date": "2026-05-20"
    },
    {
      "type": "interest_rates",
      "statement": "Track reported net interest income (expense) and changes attributed to average balances of cash/debt investments or prevailing interest rates.",
      "importance": "medium",
      "evidence": "Interest income $ 214 $ 250 $ (36) $ 646 $ 774 $ (128) Interest expense (377) (403) 26 (1,097) (1,225) 128 Interest income (expense), net $ (163) $ (153) $ (10) $ (451) $ (451) $ — For the third quarter and first nine months of fiscal 2026, the decrease in interest income was driven by a lower average balance of cash and available-for-sale debt investments and lower interest rates.",
      "source_date": "2026-05-19"
    }
  ],
  "related_tickers": [
    "ANET",
    "AVGO",
    "CCOI",
    "CSCO",
    "EXTR",
    "HPE",
    "JBL",
    "KEYS",
    "NTCT",
    "NVDA",
    "SANM"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}