Arista Networks Inc (NYSE:ANET) Deutsche Bank’s 2025 Technology Conference August 27, 2025 1:15 PM ET

Company Participants

Hardev Singh – Corporate Participant
Mark Foss – Senior Vice President of Global Operations & Marketing

Conference Call Participants

Amy Sutter – Unidentified Company

Amy Sutter

Great. Thank you. Thanks from everybody. I’m Amy Sutter, Deutsche Bank’s TMT Specialist, and I’m very excited to host this discussion with Arista Networks. Obviously, a company that’s at the center of cloud networking and increasingly AI infrastructure. And today, I have Mark Foss sitting next to me, who’s VP of Global Operations and Marketing; and Hardev Singh, General Manager of Cloud Titans and AI Platforms, very popular topic.

Question-and-Answer Session

Amy Sutter

So maybe just to start to get a little bit from both of you. Maybe if you could both just talk about some of the top priorities you’re most focused on today. And where have you been spending most of your time? I know it’s different.

Mark Foss

Personally?

Amy Sutter

Yes, personally.

Mark Foss

First, I wear a lot of hats at Arista, but I’m more focused on the enterprise side of things. And for us, one of our biggest growth areas is the campus market, the enterprise campus market, that’s connecting to users. And we’re really focused on not only going after large enterprise customers, but one of the focuses that I’m working on right now is enabling channel partners to help us on go-to-market or going after kind of medium-size campuses, and that’s kind of a big initiative for us. That’s me in a nutshell.

Hardev Singh

In my role, I work closely with our large customers. So really understanding the requirements, their road maps, the challenges and then really partnering with them to align our road map on products and kind of really been

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