Market Analysis

How Jayshree Ullal Turned Arista Networks Into A Market Leader

Jayshree Ullal hasn’t won accolade after accolade for nothing, as she brings Arista Networks to the forefront of computing.

In an industry where less than a quarter of the workforce is made up of women, Jayshree Ullal has come a long way as the head of Arista Networks (NASDAQ: ANET), earning accolades such as:

  • Named in Barron’s list of World’s Best CEOs two years in a row. 
  • Top 20 in Fortune’s Businessperson of the Year 2019. 
  • EY US Entrepreneur Of The Year Award Winner

If we want to name more, we’ll need a bigger newsletter…

Taking the fight to Oracle!

Ullal, a rising star at Cisco, left to become CEO of Arista Networks in 2008, a technology company that builds networks for data centers and cloud computing systems. In this time, she has brought the company public with great success and gained the company a significant market share in the high-speed data switching market by innovating and addressing consumers’ needs for performance and scalability, which market-leader Cisco lacked. 

Today, under Ullal’s impressive reign, Arista has over 5,000 customers that are the “who’s who” of companies and partners, including Amazon AWS, EMC/Dell, GCP/Google, Intel, Microsoft, Palo Alto Networks, and many more.

The list of business accolades is unlike any other either. In 2018 alone, Arista joined the S&P 500, was ranked #8 on the Fortune Fastest Growing Companies List, #3 on the 2017 Forbes’ Fast Tech 25, named to the Forbes Global 2000 list, the leader in “The Forrester Wave: Hardware Platforms For Software-Defined Networking 2018”, and recognized by Gartner as a “leader” in its 2015, 2016, 2017 and 2018 Magic Quadrant for Data Center Networking. 

All with a female CEO at the helm!

Arista has performed excellently since its IPO in 2014, with its stock growing almost 500% since, compared with rival Cisco’s roughly 115% rise in that time. Ullal will continue to grow Arista Networks for years to come with its ever-improving product and expanding addressable market, which is expected to grow from $23 billion in 2021 to $33 billion in 2025.

A MyWallSt subscription gives you access to over 100 market-beating stock picks and the research to back them up. Our analyst team post daily insights, subscriber-only podcasts and the headlines that move the market. Get your free trial now!  

MyWallSt operates a full disclosure policy. MyWallSt staff currently holds long positions in companies mentioned above. Read our full disclosure policy here

Jamie Adams
Jamie is the Content Editor here at MyWallSt. His favorite stock is Apple, which is also the first stock he ever bought. Jamie is not only a big fan of its products, but he believes that the tech giant has a whole lot more to give the world, and hasn't even scraped the surface of its potential.