Why Microsoft Is Crucial for Arista Networks

Arista Networks (NYSE: ANET) has been growing its core cloud networking business over the last several years, partly thanks to the phenomenal success of its largest customer Microsoft (NASDAQ: MSFT) with its cloud offering Azure. Despite Arista's efforts to diversify its portfolio, investors should realize the tech giant will remain a critical customer for Arista in the foreseeable future. Cloud computing has revolutionized data centers' networking infrastructures.