Arista Networks Inc (LTS:0HHR)
$ 118.7983 3.5983 (3.12%) Market Cap: 149.89 Bil Enterprise Value: 145.48 Bil PE Ratio: 57.17 PB Ratio: 16.21 GF Score: 81/100
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Arista Networks Inc at Piper Sandler Growth Frontiers Conference Transcript

Sep 12, 2023 / 04:30PM GMT
Release Date Price: $47.65 (-0.81%)
James Edward Fish
Piper Sandler & Co., Research Division - Director & Senior Research Analyst

All right. Thanks, everybody, for joining us. We have the pleasure of having Ita and Liz from Arista with us. I will try to actually open it up to see if anyone has a question. But as a lot of people know, I tend to ask a lot, but thanks for joining us, ladies. I really appreciate you guys making the trip out. And Ita, congrats again on the early retirement announcement. Looking forward to working with you in the next couple of quarters.

But before retiring, we're going to have to torture you a lot on this little topic called AI that everybody wants to know about.

Questions & Answers

James Edward Fish
Piper Sandler & Co., Research Division - Director & Senior Research Analyst

As we think about AI sizing here. A lot of people look at your supply chain, Broadcom talks about $200 million last -- for this year, going to $800 million for their AI chips. Obviously, there's a lag on the supply chain thing. But as we start thinking out

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