Arista Networks Inc at RBC Capital Markets TIMT Conference Transcript

Nov 20, 2019

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Nov 20, 2019 / 02:05PM GMT
Robert Muller - RBC Capital Markets, Research Division - AVP & Equity Analyst

All right. I think we will get started here. Hi, I'm Rob Muller. I'm the Enterprise Hardware Analyst here at RBC. We recently initiated coverage on Arista Networks. And we are pleased to have Manny Rivelo, Chief Customer Officer; as well as Charles Yager, Director of Product and Investor Advocacy.

Questions and Answers:

Robert Muller - RBC Capital Markets, Research Division - AVP & Equity Analyst

Just to dive into it, I think the top issue of mind of investors right now is on your recent quarter call. You issued guidance that came down -- sorry, the customer server refresh that delayed some spending. I was just hoping if you could just rehash and just help us better understand the issue? And then, why or why not is this a potential issue for other customers?

Manuel F. Rivelo - Arista Networks, Inc. - Senior VP & Chief Customer Officer

Yes. So a great question. Yes. We discussed this quite a bit at the earnings call, and I

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