Arista Networks Inc at RBC Global Technology, Internet, Media and Telecommunications Conference (Virtual) Transcript

Nov 18, 2020 / 07:00PM GMT

Release Date Price: $17 (-2.07%)

Transcript

Robert Thaddeus Muller

RBC Capital Markets, Research Division - Assistant VP & Equity Analyst

Hi, I am Rob Muller. I am the enterprise hardware analyst here at RBC, and we are happy to have Arista Networks with us today. Joining us is Ita Brennan, Chief Financial Officer. Hello. If you -- I don't know if you have any intro or anything you want to say, and then we can dive right into the Q&A.

Ita M. Brennan

Arista Networks, Inc. - CFO , Senior VP & Principal Accounting Officer

Yes. I think let's just dive right into the Q&A. Obviously, all our forward-looking statement language and risk factors reflected in the latest 10-Q apply to this conversation as well. But other than that, we should just go ahead and go straight to Q&A.

Questions & Answers

Robert Thaddeus Muller

RBC Capital Markets, Research Division - Assistant VP & Equity Analyst

Great. So on your last earnings call, you highlighted some network adjacencies as areas that you're targeting, specifically routing. I was hoping

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