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

Arista Networks Inc at KeyBanc Capital Markets Future of Technology Series (Virtual) Transcript

Aug 18, 2020 / 04:40PM GMT

Release Date Price: $13.72 (+2.07%)

Transcript

Alexander Kurtz

KeyBanc Capital Markets Inc., Research Division - Senior Research Analyst

(technical difficulty)

into a degree enterprise. So I guess, Ita, to you, areas of surprise, supply chain headwinds limiting some upside to the quarter, but kind of what were your takeaways?

Ita M. Brennan

Arista Networks, Inc. - CFO , Senior VP & Principal Accounting Officer

Yes. I mean I think looking back on the quarter, we had a reasonably stable quarter and probably better than what we would have anticipated as we kind of come into the quarter. We obviously finished ever so slightly above the upper end of our guidance range.

I think on the cloud side, things played out pretty much as we had expected. We'd already kind of talked about cloud kind of having stabilized and maybe being incrementally better for the year. And I think we saw that continue on that path. Enterprise probably performed better than maybe we would have expected. We saw some good strength in the enterprise demand in the quarter, clearly indicating that some of these larger

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