Arista Networks, Inc. (ANET) Presents at 46th Annual William Blair Growth Stock Conference Transcript

Sebastien Cyrus Naji
William Blair & Company L.L.C., Research Division

My name is Sebastien Naji. I’m the research analyst here at William Blair, who covers Arista Networks. I am required to inform you that for a complete list of research disclosures or potential conflicts of interest, please visit our website at williamblair.com.

I’m very happy to have Chantelle, the CFO of Arista, as well as Rudy, VP of Investor Advocacy, with us here today. And I think Chantelle will begin with a quick presentation overview of the company, and then we’ll jump into some questions.

Chantelle Breithaupt
Senior VP & CFO

Sure. Are we good to go? Great. Okay, so good afternoon. Thank you for spending your lunch half hour with us. We definitely appreciate it. It’s very nice to see you. For those who haven’t met, I’m Chantelle Breithaupt, CFO of Arista.

And so just a couple of slides to orient. Many of you know our story, but just in case you haven’t seen us in a while or are new, I just wanted to give you an overview. So here, we’re 12 years past IPO, and here we are guiding $11.5 billion this year, incredible journey from a technology perspective. Originally started with the high performance compute getting into hyperscalers, cloud, enterprise data center and now we’re talking all things that are AI. An incredible journey being $200 billion market cap, 12 years post IPO, and we feel we’re just getting started. So thanks for being here with us.

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