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 Morgan Stanley Technology, Media, and Telecom Conference Transcript

Mar 08, 2022 / 07:30PM GMT

Release Date Price: $28.65 (+0.13%)

Transcript

Meta A. Marshall

Morgan Stanley, Research Division - VP

All right, welcome everybody. I'm Meta Marshall. I cover the networking space here at Morgan Stanley. We're delighted to have Ita Brennan here today, CFO of Arista Networks. I'm going to start with a brief disclosure. For any important disclosures, check morganstanley.com/researchdisclosures or talk to your sales representative.

So Ita, welcome.

Ita M. Brennan

Arista Networks, Inc. - CFO & Senior VP

Thank you.

Questions & Answers

Meta A. Marshall

Morgan Stanley, Research Division - VP

What I wanted to start by diving into is there's been this debate over the past couple of years about your relevance was capped at 100 gig and you wouldn't find as much relevance to your cloud customers at 200 and 400 gig. I think clearly, we've seen that the opposite is true. Can you just go into whether there's been a shift in how partners are -- how your customers are looking to partner with you and how this upgrade cycle is a little bit different?

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