SG&A Efficiency Analysis: Comparing Arista Networks, Inc. and Palo Alto Networks, Inc.

Tech Giants' SG&A Efficiency: A Decade of Growth

__timestampArista Networks, Inc.Palo Alto Networks, Inc.
Wednesday, January 1, 2014117669000407912000
Thursday, January 1, 2015184804000624261000
Friday, January 1, 2016206126000914400000
Sunday, January 1, 20172419030001117400000
Monday, January 1, 20182525620001356200000
Tuesday, January 1, 20192758050001605800000
Wednesday, January 1, 20202956080001819800000
Friday, January 1, 20213692880002144900000
Saturday, January 1, 20224201960002553900000
Sunday, January 1, 20235181140002991700000
Monday, January 1, 20245499700003475000000
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Cracking the code

SG&A Efficiency: A Tale of Two Tech Giants

In the ever-evolving tech landscape, understanding operational efficiency is crucial. Arista Networks, Inc. and Palo Alto Networks, Inc. have been pivotal players since 2014, showcasing distinct trajectories in their Selling, General, and Administrative (SG&A) expenses. Arista Networks has seen a steady rise, with expenses growing from approximately $118 million in 2014 to $518 million in 2023, marking a 339% increase. In contrast, Palo Alto Networks' SG&A expenses surged from $408 million to nearly $3 billion over the same period, a staggering 633% increase. This comparison highlights Palo Alto's aggressive expansion strategy, while Arista's growth reflects a more measured approach. Notably, 2024 data for Arista is missing, leaving room for speculation on its future strategy. As these companies continue to innovate, their SG&A efficiency will remain a key indicator of their operational prowess.

Published by
U.S. Securities and Exchange Commission

Source link
sec.gov

Date published
28 Jan 2025