🧩 Summary
Arista Networks has acquired VeloCloud’s SD-WAN portfolio from Broadcom, marking a strategic expansion into branch and enterprise networking. This move fills a key gap in Arista’s offerings and positions it to better serve use cases involving cloud, branch, and AI-driven WAN environments.
🤝 Deal Highlights
- Seller: Broadcom (acquired VeloCloud via VMware deal in 2023) – The Register, FierceTelecom
- Buyer: Arista Networks
- Price: Not disclosed, but analysts suggest under $1 billion.
📈 Strategic Rationale
1. Closing the SD-WAN Gap
Arista lacked a strong SD-WAN solution. Analysts call this acquisition an ideal way to “fill a gap in their offerings”. – TechTarget
2. Expanding Enterprise Reach
VeloCloud has over 18,000 enterprise customers, allowing Arista to enter and scale in the enterprise WAN space. – Investors.com
3. SASE & Secure Edge Potential
This move supports Arista’s potential entry into Secure Access Service Edge (SASE), blending WAN, security, and cloud-based control. – TechTarget
More Stories You Might Like
🌐 Product & Integration Benefits
- Cloud-managed SD-WAN with integrated firewall and Wi-Fi/5G support – CRN
- Complements Arista’s CloudEOS and 7000-series routing products
- AI-powered WAN intelligence via VeloRAIN and VeloBrain – NetworkWorld
🔍 Broader Market Impacts
- Broadcom refocuses efforts on VMware and private cloud
- Arista becomes a stronger competitor to Cisco, Juniper, and Palo Alto – Arista Networks
- Signals industry pivot toward AI-optimized and secure WANs – FierceTelecom
🛠️ What Comes Next
- Integration with CloudEOS: Expected gradual merging into Arista’s stack – SiliconANGLE
- SASE Capabilities: Arista may explore future acquisitions in security
- MSP & Partner Growth: VeloCloud’s managed service channel could strengthen Arista’s partner ecosystem
💬 Conclusion
This strategic acquisition gives Arista a complete enterprise-to-cloud portfolio, enabling it to offer end-to-end intelligent networking. As AI, SD-WAN, and SASE converge, Arista now has the toolkit to compete directly with the biggest players in next-gen network infrastructure.
