Arista Networks Inc at JPMorgan Global Technology, Media and Communications Conference Transcript

May 23, 2023 / 05:55PM GMT
Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst

Good afternoon, everyone. So we'll move to the next session. Thank you, if you can take your seats. I'm Samik Chatterjee. I cover the hardware companies at JPMorgan. For the next session, we have Arista. And from Arista, we have Ita Brennan, CFO; as well as Liz Stine from Investor Relations. Thank you both for coming to the conference.

Questions and Answers:

Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst

And I'll really just start off with more sort of a macro question and a few questions we've been asking most of our companies to comment on. Just the remainder of the year, obviously, the macro backdrop remains a bit more challenging. But as you think about macro risk, what are the biggest risks that you perceive to your business?

Ita M. Brennan - Arista Networks, Inc. - CFO & Senior VP

Yes. I mean, I think certainly, the macro -- overall environment is offering lots of uncertainties. You think about debt ceiling
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