Arista Networks Inc Analyst Day Transcript

Nov 01, 2021 / 10:00PM GMT
Liz Stine -

Good afternoon, and thank you for joining us for Arista's 2021 Analyst Day. We are excited to spend the next few hours outlining Arista's vision around long-term growth and innovation.

My name is Liz Stine, and I recently joined the IR team at Arista. And while I may be new to the IR space, I've been part of Arista for the last 10 years predominantly on the systems engineering side working with our large enterprise and cloud customers. Much like you, I was initially drawn to Arista because of its engineering and customer-centric culture and leadership: Ken's vision for EOS, Andy's understanding around the future of networking, Jayshree's strategy for pioneering the cloud and Anshul's incredible ability to execute. That's a leadership team that captivated me 10 years ago, and it's the same team that will be speaking to you today. Later on in the presentation, Ita Brennan, our CFO, will summarize our latest view of the company's business model and our financial outlook.

Let me walk through the agenda for today's event. Jayshree kicks us off introducing Arista's data-driven networking

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