- Q1 2024 Arista Networks Inc Earnings Call TranscriptMay 07, 2024$275.54 (-0.55%)Earnings
- Q4 2023 Arista Networks Inc Earnings Call TranscriptFeb 12, 2024$282.78 (+0.76%)Earnings
- Arista Networks Inc at Raymond James Technology & Consumer Conference TranscriptDec 05, 2023
- Arista Networks Inc at Wells Fargo TMT Summit TranscriptNov 29, 2023
- Arista Networks Inc at UBS Technology Conference TranscriptNov 28, 2023
- Arista Networks Inc at Needham Virtual Security, Networking and Communications Conference TranscriptNov 14, 2023
- Arista Networks Inc Arista Cloud and AI Innovators TranscriptNov 09, 2023
- Q3 2023 Arista Networks Inc Earnings Call TranscriptOct 30, 2023$176.18 (+0.35%)Earnings
- Arista Networks Inc at New Street Research and Boston Consulting Generative A.I. Big Idea Conference TranscriptSep 14, 2023
- Arista Networks Inc at Piper Sandler Growth Frontiers Conference TranscriptSep 12, 2023
- Arista Networks Inc at Bank of America Global AI Conference TranscriptSep 12, 2023
- Arista Networks Inc at Citi Global Technology Conference TranscriptSep 07, 2023
- Arista Networks Inc at Goldman Sachs Communications & Technology Conference TranscriptSep 06, 2023
- Arista Networks Inc at Deutsche Bank Technology Conference TranscriptAug 31, 2023
- Arista Networks Inc at Rosenblatt Virtual Tech Summit TranscriptAug 23, 2023
- Arista Networks Inc at KeyBanc Technology Leadership Forum TranscriptAug 07, 2023
- Q2 2023 Arista Networks Inc Earnings Call TranscriptJul 31, 2023$154.28 (+0.15%)Earnings
- Arista Networks Inc at Bank of America Global Technology Conference TranscriptJun 06, 2023
- Arista Networks Inc at William Blair Growth Stock Conference TranscriptJun 06, 2023
- Arista Networks Inc at JPMorgan Global Technology, Media and Communications Conference TranscriptMay 23, 2023
- Q1 2023 Arista Networks Inc Earnings Call TranscriptMay 01, 2023$159.13Earnings
- Arista Networks Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 07, 2023
- Arista Networks Inc at JMP Securities Technology Conference TranscriptMar 06, 2023
- Q4 2022 Arista Networks Inc Earnings Call TranscriptFeb 13, 2023$135.48 (+1.84%)Earnings
- Arista Networks Inc at Barclays Global Technology, Media and Telecommunications Conference TranscriptDec 08, 2022
- Arista Networks Inc at Raymond James Technology Investors Conference TranscriptDec 07, 2022
- Arista Networks Inc at UBS Global TMT Conference TranscriptDec 06, 2022
- Arista Networks Inc at Wells Fargo TMT Summit TranscriptNov 30, 2022
- Arista Networks Inc at Credit Suisse Technology Conference TranscriptNov 29, 2022
- Arista Networks Inc at Needham Security, Networking & Communications Conference (Virtual) TranscriptNov 15, 2022
- Q3 2022 Arista Networks Inc Earnings Call TranscriptOct 31, 2022$122.89 (+1.32%)Earnings
- Arista Networks Inc at Goldman Sachs Communacopia + Technology Conference TranscriptSep 13, 2022
- Arista Networks Inc at Evercore TMT Conference TranscriptSep 08, 2022
- Arista Networks Inc at Citi Global Technology Conference TranscriptSep 07, 2022
- Arista Networks Inc at Deutsche Bank Technology Conference TranscriptSep 01, 2022
- Arista Networks Inc at KeyBanc Capital Market Technology Leadership Forum TranscriptAug 08, 2022
- Q2 2022 Arista Networks Inc Earnings Call TranscriptAug 01, 2022$117.04 (+0.43%)Earnings
- Arista Networks Inc at William Blair Growth Stock Conference TranscriptJun 09, 2022
- Arista Networks Inc at Bank of America Global Technology Conference TranscriptJun 08, 2022
- Arista Networks Inc at Cowen Technology, Media & Telecom Conference TranscriptJun 01, 2022
- Arista Networks Inc at JPMorgan Global Technology, Media & Communications Conference TranscriptMay 24, 2022
- Q1 2022 Arista Networks Inc Earnings Call TranscriptMay 02, 2022$121.15Earnings
- Arista Networks Inc at Morgan Stanley Technology, Media, and Telecom Conference TranscriptMar 08, 2022
- Arista Networks Inc at JMP Securities Technology Conference (Virtual) TranscriptMar 07, 2022
- Q4 2021 Arista Networks Inc Earnings Call TranscriptFeb 14, 2022$122.26 (+1.26%)Earnings
- Arista Networks Inc at Barclays Global Technology, Media and Telecommunications Conference TranscriptDec 08, 2021
- Arista Networks Inc at UBS Global TMT Conference TranscriptDec 06, 2021
- Arista Networks Inc at Raymond James Technology Investors Conference (Virtual) TranscriptDec 06, 2021
- Arista Networks Inc at Wells Fargo TMT Summit (Virtual) TranscriptNov 30, 2021
- Arista Networks Inc at MKM Partners Gearing Up for the New Normal: A Virtual Best Ideas Conference TranscriptNov 17, 2021
- Arista Networks Inc at Needham Security, Networking, & Communications Conference (Virtual) TranscriptNov 16, 2021
- Arista Networks Inc Analyst Day TranscriptNov 01, 2021
- Q3 2021 Arista Networks Inc Earnings Call TranscriptNov 01, 2021$102.93 (+2.17%)Earnings
- Arista Networks Inc at Citi Global Technology Virtual Conference TranscriptSep 14, 2021
- Arista Networks Inc at Wolfe Research Inaugural TMT Conference (Virtual) TranscriptSep 08, 2021
- Arista Networks Inc at KeyBanc Capital Markets Future of Technology Series Conference (Virtual) TranscriptAug 11, 2021
- Q2 2021 Arista Networks Inc Earnings Call TranscriptAug 02, 2021$94.37 (-0.99%)Earnings
- Arista Networks Inc at Bank of America Global Technology Conference (Virtual) TranscriptJun 10, 2021
- Arista Networks Inc at Stifel Cross Sector Insight Conference TranscriptJun 08, 2021
- Arista Networks Inc at Evercore ISI TMT Conference (Virtual) TranscriptJun 07, 2021
- Arista Networks Inc at Cowen TMT Conference (Virtual) TranscriptJun 03, 2021
- Arista Networks Inc at William Blair Growth Stock Conference (Virtual) TranscriptJun 02, 2021
- Arista Networks Inc at JPMorgan Global Technology, Media and Communications Conference (Virtual) TranscriptMay 25, 2021
- Q1 2021 Arista Networks Inc Earnings Call TranscriptMay 04, 2021$76.2 (-1.85%)Earnings
- Arista Networks Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) TranscriptMar 02, 2021
- Q4 2020 Arista Networks Inc Earnings Call TranscriptFeb 18, 2021$77.09 (+0.45%)Earnings
- Arista Networks Inc at Goldman Sachs Technology and Internet Conference (Virtual) TranscriptFeb 11, 2021
- Arista Networks Inc at MKM Partners Virtual Conference: The Road Ahead, Preparation for 2021 TranscriptDec 15, 2020
- Arista Networks Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) TranscriptDec 10, 2020
- Arista Networks Inc at UBS Global TMT Conference (Virtual) TranscriptDec 07, 2020
- Arista Networks Inc at Credit Suisse Technology Conference (Virtual) TranscriptDec 03, 2020
- Arista Networks Inc at Wells Fargo TMT Conference TranscriptDec 02, 2020
- Arista Networks Inc at RBC Global Technology, Internet, Media and Telecommunications Conference (Virtual) TranscriptNov 18, 2020
- Arista Networks Inc at New Street Research and BCG Virtual 5G, Telco, and Applications Conference TranscriptNov 17, 2020
- Arista Networks Inc at Needham Virtual Security, Networking & Communications Conference TranscriptNov 17, 2020
- Q3 2020 Arista Networks Inc Earnings Call TranscriptNov 02, 2020$50.67Earnings
- Arista Networks Inc and Awake Security Inc to Host a Webinar on The AI-Driven Security Transformation - Conference Call TranscriptOct 15, 2020
- Arista Networks Inc at Jefferies Software Virtual Conference TranscriptSep 14, 2020
- Arista Networks Inc at Citi Global Technology Conference TranscriptSep 09, 2020
- Arista Networks Inc at KeyBanc Capital Markets Future of Technology Series (Virtual) TranscriptAug 18, 2020
- Q2 2020 Arista Networks Inc Earnings Call TranscriptAug 04, 2020$66.22 (+2.17%)Earnings
- Arista Networks Inc at William Blair Growth Stock Conference TranscriptJun 09, 2020
- Arista Networks Inc at Stifel Cross Sector Insight Conference TranscriptJun 09, 2020
- Arista Networks Inc at Bank of America Merrill Lynch Global Technology Conference TranscriptJun 02, 2020
- Arista Networks Inc at Cowen TMT Conference TranscriptMay 29, 2020
- Arista Networks Inc Annual Shareholders Meeting TranscriptMay 27, 2020
- Arista Networks Inc at JPMorgan Technology, Media and Communications Conference TranscriptMay 13, 2020
- Arista Networks Inc Leaders, Legends, Visionaries, & Luminaries Fireside Chat Series Hosted by Cowen with Paul Silverstein TranscriptMay 08, 2020
- Q1 2020 Arista Networks Inc Earnings Call TranscriptMay 05, 2020$55.16Earnings
- Arista Networks Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 04, 2020
- Arista Networks Inc at JMP Securities Technology Conference TranscriptFeb 25, 2020
- Q4 2019 Arista Networks Inc Earnings Call TranscriptFeb 13, 2020$58.09Earnings
- Arista Networks Inc at Goldman Sachs Technology & Internet Conference TranscriptFeb 11, 2020
- Arista Networks Inc at Barclays Global Technology, Media and Telecommunications Conference TranscriptDec 11, 2019
- Arista Networks Inc at UBS Global TMT Conference TranscriptDec 10, 2019
- Arista Networks Inc at Raymond James Technology Investors Conference TranscriptDec 10, 2019
- Arista Networks Inc at Credit Suisse Technology, Media & Telecom Conference TranscriptDec 04, 2019
- Arista Networks Inc at Wells Fargo TMT Summit TranscriptDec 03, 2019
- Arista Networks Inc at RBC Capital Markets TIMT Conference TranscriptNov 20, 2019
- Arista Networks Inc at Needham Security, Networking and Communications Conference TranscriptNov 12, 2019
- Q3 2019 Arista Networks Inc Earnings Call TranscriptOct 31, 2019$61.76 (+0.91%)Earnings
- Arista Networks Inc at Deutsche Bank Technology Conference TranscriptSep 10, 2019
- Arista Networks Inc at Citi Global Technology Conference TranscriptSep 05, 2019
- Arista Networks Inc at KeyBanc Capital Markets Tech Leadership Forum TranscriptAug 12, 2019
- Arista Networks Inc at Oppenheimer Technology, Internet & Communications Conference TranscriptAug 06, 2019
- Q2 2019 Arista Networks Inc Earnings Call TranscriptAug 01, 2019$68.36 (+0.49%)Earnings
- Arista Networks Inc at Stifel Cross Sector Insight Conference TranscriptJun 10, 2019
- Arista Networks Inc at William Blair Growth Stock Conference TranscriptJun 05, 2019
- Arista Networks Inc at Bank of America Merrill Lynch Global Technology Conference TranscriptJun 04, 2019
- Arista Networks Inc at JPMorgan Global Technology, Media and Communications Conference TranscriptMay 15, 2019
- Q1 2019 Arista Networks Inc Earnings Call TranscriptMay 02, 2019$78.02 (-0.50%)Earnings
- Arista Networks, Inc. - Special Call TranscriptMar 21, 2019
- Arista Networks Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptFeb 27, 2019
- Arista Networks Inc at JMP Securities Technology Conference TranscriptFeb 26, 2019
- Q4 2018 Arista Networks Inc Earnings Call TranscriptFeb 14, 2019$60.17 (+2.39%)Earnings
- Arista Networks Inc at Goldman Sachs Technology & Internet Conference TranscriptFeb 12, 2019
Arista Networks Inc at UBS Global TMT Conference Transcript
Good morning. Thank you for being here. I'm Tejas Venkatesh, I cover networking and I'm part of the technology research team here at UBS.
We're really pleased to have John McCool, Chief Platform Officer of Arista Networks; and Chris Schmidt, Group Vice President of Sales, and he really has responsibility for the enterprise and financial vertical, which potentially drives a lot of the growth going forward.
Thank you so much both for being here.
Questions & Answers
Most of the questions I have today in some way, relate to revenue growth, which, in my mind, is the key investor debate here.
I was looking at consensus estimates, and for calendar year '20, investors expect similar growth out of Arista and Cisco, which just a few months ago, I wouldn't have imagined. So I wanted to start with you, John, like what's the state of
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