Arista Networks, Inc. (ANET) 46th Annual William Blair Growth Stock Conference June 2, 2026 1:00 PM EDT
Company Participants
Chantelle Breithaupt – Senior VP & CFO
Rudolph Araujo – Head of Investor Advocacy
Conference Call Participants
Sebastien Cyrus Naji – William Blair & Company L.L.C., Research Division
Presentation
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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