Arista Networks Inc at Barclays Global Technology, Media and Telecommunications Conference Transcript

Dec 08, 2021 / 06:15PM GMT
Timothy Patrick Long - Barclays Bank PLC, Research Division - MD and Senior Technology Hardware & Networking Analyst

Hello, everybody. Tim Long here, along with my colleague, George Wang. Thank you for joining us for this fireside chat with Arista Networks. We're fortunate to have Ita Brennan with us. Many of you probably know Ita has been CFO there for a while. So we're just going to dive right into Q&A.

Questions and Answers:

Timothy Patrick Long - Barclays Bank PLC, Research Division - MD and Senior Technology Hardware & Networking Analyst

So Ita, let's start with maybe some more high-level type ones, and then we'll get into some of the product and market questions. So first of all, I think the market obviously had a very favorable reaction to the Analyst Day and some of the guidance, particularly for 2022, that 30% revenue growth number.

Could you talk a little bit about how broad-based -- obviously, we're seeing cloud strength across the board from all of the companies and a little bit on the enterprise as well. But from an
Already have an account? Log in
Get the full story
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...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot