Arista Networks vs Tencent
Tencent is larger by market cap ($529.5B vs $249.5B). Tencent reports higher tracked revenue ($111.7B vs $9.0B). Arista Networks's primary segment is Networking & Systems; Tencent's is Hyperscalers.
Shared segment: AI & Data Center.
Side-by-side
| Arista Networks | Tencent | |
|---|---|---|
| Market cap | $249.5B | $529.5B |
| Revenue | $9.0B (FY2025) | $111.7B (FY2025) |
| Primary segment | Networking & Systems | Hyperscalers |
| Market position | leader | major |
| Country | United States | China |
| Tracked suppliers | 23 | 9 |
| Tracked customers | 3 | 0 |
| Chokepoint / criticality | 9/100 | 0/100 |
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 Tencent compare
- Size: Tencent is the larger company by market cap.
- Revenue: Tencent reports higher tracked revenue.
- Supply-chain criticality: Arista Networks has the higher chokepoint score (9/100 vs 0/100).
- Footprint: Arista Networks (United States) vs Tencent (China).