Arista Networks Inc at MKM Partners Gearing Up for the New Normal: A Virtual Best Ideas Conference Transcript
Good afternoon. My name is Fahad Najam. I'm the senior equity research analyst covering comm equipment and optical components for MKM Partners. And today, it's my pleasure to welcome Anshul Sadana, Chief Operating Officer of Arista Networks; and along with Arista IR. Anshul, welcome, and thank you for joining us.
Thank you, Fahad. Pleasure to be here.
Anshul, I recently had the opportunity to listen to Mark Zuckerberg's keynote speech about metaverse, followed recently by Jensen at NVIDIA talking about omniverse. And I'm still trying to figure out what these things mean. But I know that networking is going to be a critical piece of all whatever Mark or Jensen are envisioning.
So for the benefit of the audience, at a really high-level picture, can you connect the dots for us? How does Arista play to this opportunity? And what
Access to All Earning Calls and Stock Analysis | |
30-Year Financial on one screen | |
All-in-one Stock Screener with unlimited filters | |
Customizable Stock Dashboard | |
Real Time Insider Trading Transactions | |
8,000+ Institutional investors’ 13F holdings | |
Powerful Excel Add-in and Google sheets Add-on | |
All data downloadable | |
Quick customer support | |
And much more... |