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 Wells Fargo TMT Summit Transcript

Dec 03, 2019 / 05:40PM GMT
Release Date Price: $12 (-0.59%)
Aaron Christopher Rakers
Wells Fargo Securities, LLC, Research Division - MD of IT Hardware & Networking Equipment and Senior Analyst

So I'm Aaron Rakers. I'm the Wells Fargo networking IT hardware and semiconductor analyst and extremely pleased to have Arista's CFO, Ita Brennan here. I'm going to ask a few questions, and then at the end or towards the end, open it up for the audience to see if there's any questions.

Before I say anything, I'll just reference safe harbor in your 10-K or Q filings as a reference to any forward-looking statements. But Ita, thank you for joining us. We'll keep this pretty simple, I think.

Questions & Answers

Aaron Christopher Rakers
Wells Fargo Securities, LLC, Research Division - MD of IT Hardware & Networking Equipment and Senior Analyst

Let's start with just the visibility question. So can you give us any -- take us a step back, explain to us what you saw this last quarter? And how we should think about or how you would characterize visibility for your business as we sit here today? Any kind of

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