Arista Networks vs InnoLight Technology
Arista Networks is larger by market cap ($249.5B vs $152.6B). Arista Networks reports higher tracked revenue ($9.0B vs $5.7B). Arista Networks's primary segment is Networking & Systems; InnoLight Technology's is Photonics & Optics.
Side-by-side
| Arista Networks | InnoLight Technology | |
|---|---|---|
| Market cap | $249.5B | $152.6B |
| Revenue | $9.0B (FY2025) | $5.7B (FY2025) |
| Primary segment | Networking & Systems | Photonics & Optics |
| Market position | leader | leader |
| Country | United States | China |
| Tracked suppliers | 23 | 3 |
| Tracked customers | 3 | 5 |
| Chokepoint / criticality | 9/100 | 81/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Arista Networks and InnoLight Technology compare
- Size: Arista Networks is the larger company by market cap.
- Revenue: Arista Networks reports higher tracked revenue.
- Supply-chain criticality: InnoLight Technology has the higher chokepoint score (81/100 vs 9/100).
- Footprint: Arista Networks (United States) vs InnoLight Technology (China).