Selling, General, and Administrative Costs: Arista Networks, Inc. vs Workday, Inc.

A Comparative Analysis of SG&A Expenses: Arista Networks vs. Workday

In the ever-evolving tech industry, understanding the financial strategies of leading companies is crucial. This analysis delves into the Selling, General, and Administrative (SG&A) expenses of Arista Networks, Inc. and Workday, Inc. from 2014 to 2023. Over this period, Workday's SG&A expenses surged by approximately 830%, reflecting its aggressive growth strategy. In contrast, Arista Networks saw a more moderate increase of around 340%, indicating a more conservative approach.

Key Insights

• 2014-2023 Growth: Workday's expenses grew from $263 million to $2.45 billion, while Arista's rose from $118 million to $518 million.
• Strategic Implications: Workday's higher SG&A expenses suggest a focus on expansion and market penetration, whereas Arista's steadier growth may indicate a focus on efficiency and profitability.

This data provides a window into the strategic priorities of these tech giants, offering valuable insights for investors and industry analysts.