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 MKM Partners Gearing Up for the New Normal: A Virtual Best Ideas Conference Transcript

Nov 17, 2021 / 07:30PM GMT

Release Date Price: $132.08 (+0.20%)

Transcript

Fahad Najam

MKM Partners LLC, Research Division - Executive Director

Good afternoon. My name is Fahad Najam. I'm the senior equity research analyst covering comm equipment and optical components for MKM Partners. And today, it's my pleasure to welcome Anshul Sadana, Chief Operating Officer of Arista Networks; and along with Arista IR. Anshul, welcome, and thank you for joining us.

Anshul Sadana

Arista Networks, Inc. - COO

Thank you, Fahad. Pleasure to be here.

Fahad Najam

MKM Partners LLC, Research Division - Executive Director

Anshul, I recently had the opportunity to listen to Mark Zuckerberg's keynote speech about metaverse, followed recently by Jensen at NVIDIA talking about omniverse. And I'm still trying to figure out what these things mean. But I know that networking is going to be a critical piece of all whatever Mark or Jensen are envisioning.

So for the benefit of the audience, at a really high-level picture, can you connect the dots for us? How does Arista play to this opportunity? And what

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