A Decade of EBITDA: Cisco vs. Arista

In the ever-evolving tech landscape, Cisco Systems, Inc. and Arista Networks, Inc. have been pivotal players. Over the past decade, Cisco's EBITDA has consistently dwarfed Arista's, showcasing its dominance. However, Arista's growth trajectory is noteworthy, with a staggering 1,588% increase from 2014 to 2023. In contrast, Cisco's EBITDA grew by a modest 37% during the same period.

Key Insights

• 2014-2023 Growth: Arista's EBITDA surged from $138 million to $2.3 billion, while Cisco's rose from $12.7 billion to $17.5 billion.
• 2023 Peak: Both companies reached their highest EBITDA in 2023, with Cisco at $17.5 billion and Arista at $2.3 billion.
• Missing Data: Notably, Arista's 2024 data is absent, hinting at potential shifts or reporting changes.

This analysis underscores the dynamic nature of the tech industry, where giants like Cisco maintain their lead, but challengers like Arista rapidly close the gap.