Arista Networks Inc (NYSE:ANET)
$ 115.2 3.41 (3.05%) Market Cap: 145.12 Bil Enterprise Value: 140.72 Bil PE Ratio: 55.36 PB Ratio: 15.69 GF Score: 89/100
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Arista Networks Inc at Deutsche Bank Technology Conference Transcript

Sep 10, 2019 / 08:15PM GMT
Release Date Price: $14.87 (+2.95%)
Brian Yun
Deutsche Bank AG - Data Networking Analyst

Good afternoon, everyone. My name is Brian Yun. I am the data networking research analyst at Deutsche Bank. Today, I am pleased to introduce John McCool, the Chief Platform Officer and SVP of Engineering and Operations at Arista; as well as Charles Yager, Director of Products and Investor Advocacy. So thank you both for joining us.

John F. McCool
Arista Networks, Inc. - Chief Platform Officer & Senior VP of Engineering Operations

Thanks, Brian.

Charles Yager
Arista Networks, Inc. - Director of Product & Investor Advocacy

Thank you.

Questions & Answers

Brian Yun
Deutsche Bank AG - Data Networking Analyst

So I guess we'll just jump right into it. I'd like to get started with what I think is on top of investor's minds when it comes to Arista, which is obviously the cloud business. So if could you give us a view on the cloud demand environment, order environment, if you could just comment on how that

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