Key takeaways
- Arista's data center dominance meets Okta's identity security in a head-to-head matchup, with a sharp valuation gap that could sway a 2027 portfolio.
- In the fiscal year ended Dec. 31, 2025, revenue reached around $9.0 billion, representing growth of approximately 28.6% compared with the prior fiscal year.
- Note that stock-based compensation, or SBC, for short, accounted for roughly 61.5% of operating cash flow, inflating reported cash generation.
Arista Networks dominates high-speed networking for the world's largest cloud and artificial intelligence data centers. Okta serves as a leading independent identity provider for over 20,000 global organizations.
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