Arista Networks Inc (NYSE:ANET)

$ 313.66 3.79 (1.22%) Market Cap: 98.29 Bil Enterprise Value: 92.69 Bil PE Ratio: 43.69 PB Ratio: 12.51 GF Score: 93/100

Arista Networks Inc at Needham Virtual Security, Networking & Communications Conference Transcript

Nov 17, 2020 / 05:45PM GMT

Release Date Price: $69.45 (+1.65%)

Transcript

Alexander Henderson

Needham & Company, LLC, Research Division - Senior Analyst

Hi, my name is Alex Henderson. I'm the Networking and Security Analyst at Needham. It's a pleasure to have Arista here today. We've got 2 people from Arista, Anshul Sadana is the COO; and Rahul Kashyap, who's the CEO of Awake, which was just recently acquired by Arista. The company is going to go through a few slides and then we're going to break into Q&A. (Operator Instructions)

I appreciate you guys joining us today and I'm going to turn it over to you Anshul to kick it off.

Anshul Sadana

Arista Networks, Inc. - Senior VP & COO

Great. Thank you, Alex. And good morning, everyone. Welcome. Great to talk to you. Quick highlights on Arista, and then happy to answer any questions you have, Alex, or the rest of the audience. We've come a long way and over the last 6 plus years, since our IPO, the company has continued to grow with not just revenue growth, but also very healthy profitability and a good business model that gives us leverage on -- in our operating

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