May 25, 2021 / 03:45PM GMT
Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst
Hi, good morning. I'm Samik Chatterjee, the networking and hardware analyst at JPMorgan. For the next session in our coverage universe, we have the pleasure of hosting Arista Networks. As most of you can see on your screen, we have Anshul Sadana, who's the COO of the company. Anshul, thanks for taking the time to participate in the conference. It's a pleasure to host you.
Questions and Answers:
Samik Chatterjee - JPMorgan Chase & Co, Research Division - AnalystI wanted to just kick it off here, and I know the audience probably will have questions as we go along, but just getting to the biggest change that we've noted on the last earnings call in relation to your commentary, you sounded a lot more upbeat about cloud provider spending. That's driven a lot of questions, obviously. Just to then kind of dig into that a bit, how should we think about that improved outlook in terms of visibility into some of the upgrades, 200-gig, 400-gig that you talked about related to some of the more
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