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Arista Networks — Arista Announces Acquisition of Awake Security (company IR deck)

Arista Networks (ANET) · 7 slides · Filed Oct 21, 2026

Every slide of this earnings presentation, with the text as published. Open the original deck ↗ · All ANET deck slides

Slide 1 — Arista Anounces Acquisition of

Copyright © Arista 2020. All rights reserved. Copyright © Arista 2020. All rights reserved. 1 Arista Anounces Acquisition of Awake Security AI-driven network detection and response for client to cloud network security September 28th, 2020

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Slide 2 — Arista Announces Acquisition of Awake Security

Copyright © Arista 2020. All rights reserved. • Arista Networks today announced that it has entered into a definitive agreement to acquire Awake Security. • Awake Security is a Network Detection and Response (NDR) platform provider that combines artificial intelligence (AI) with human expertise to autonomously hunt and respond to insider and external threats. • Awake pioneered NDR platforms for real-time AI-driven situational awareness to secure digital assets and then respond to mitigate those risks. • The transaction is expected to close in Arista’s fiscal Q4 FY2020, subject to customary closing conditions, including regulatory approvals. This acquisition is not expected to have a material impact on fiscal 2020 operating results. Arista Announces Acquisition of Awake Security 2

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Slide 3 — (NDR)

Copyright © Arista 2020. All rights reserved. Awake Security: New AI Driven Network Detection Response (NDR) 3 AWAKE NUCLEUS AWAKE EXPERT SYSTEM “Ava” AWAKE SENSORS (Cloud or on Premise) Autonomous Hunting & Response On - Premise Cloud Taps SaS Aps (Full Packet Analysis) • High Fidelity Threat Hunting Adversarial modeling to uncover complex threats with low false positives & negatives • Situational Awarenes ( EntityIQ TM ) Discover, profile and track devices, users and applications using AI-based fingerprinting • Autonomous Security AI-based expert system to automate triage, investigation & response skills (Campus, Data Center, IOT)

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Slide 4 — Competitive NDR Landscape

Copyright © Arista 2020. All rights reserved. Competitive NDR Landscape 4 Malware Threats Behavioral Threats AI Intent Driven Threats Reactive Proactive THREAT COMPLEXITY SECURITY MATURITY Intrusion Detection Anomaly Detection Behavioral Detection Intent Detection Predictive Darktrace ExtraHop Vectra Corelight Stealthwatch Cisco Stealthwatch Awake Analysis Flow: L2-L4 L2-L7 Behavior Communication patterns Knowledge graph Classification IP Social map Full digital forensics Not supported Extensive Entity Correlation Doesn’t exist Extensive Training Period Days Hours

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Slide 5 — The SOC Visibility Triad

Copyright © Arista 2020. All rights reserved. The SOC Visibility Triad Source : Gartner 5 ‘Enable secure operations with the peace of mind for cloud , net, sec, and dev networking

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Slide 6 — Arista’s M&A Journey Marches On

Copyright © Arista 2020. All rights reserved. Arista’s M&A Journey Marches On 6 Rahul Kashyap - President & CEO at Awake Security - Announcement Blog Jayshree Ullal - President & CEO at Arista Networks – Announcement Blog Press Release - Arista Announces Acquisition of Awake Security NDR Security Low Latency Monitoring Campus WiFi Cognitive Ultra low latency FPGA Modern Observability DMF Cognitive Campus & DC Network Detection Response 2018 2018 2019/2020 2020/2021

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Slide 7 — Thank You

Copyright © Arista 2020. All rights reserved. Copyright © Arista 2020. All rights reserved. www.arista.com Thank You 7

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