Arista Networks Inc at Barclays Global Technology, Media and Telecommunications Conference Transcript

Jan 22, 2024

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Dec 08, 2022 / 09:55PM GMT
Timothy Patrick Long - Barclays Bank PLC, Research Division - MD and Senior Technology Hardware & Networking Analyst

Thank you, everybody, for joining. Tim Long here, Barclays analyst for Comm Equipment and IT hardware. Happy to have Ita Brennan with us, CFO of Arista; Chuck Elliott, up here as well to potentially help out if needed. But thank you for coming Ita. It's great to have you here. It's been exciting few months for you guys with some really positive news. So that's great.

Questions and Answers:

Timothy Patrick Long - Barclays Bank PLC, Research Division - MD and Senior Technology Hardware & Networking Analyst

So maybe we'll start off with that. I'm sure a lot of folks here were either at or listening to the Analyst Day, talking about 25% growth for next year. So maybe give us a little color on the strength coming off of 40% plus year. What gives you confidence in that? How do you feel about visibility? What are the pieces that are really contributing to that strong growth?

Ita M. Brennan - Arista Networks,

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