Arista Networks Inc at Deutsche Bank Technology Conference Transcript
Good afternoon, everyone. My name is Brian Yun. I am the data networking research analyst at Deutsche Bank. Today, I am pleased to introduce John McCool, the Chief Platform Officer and SVP of Engineering and Operations at Arista; as well as Charles Yager, Director of Products and Investor Advocacy. So thank you both for joining us.
Thanks, Brian.
Thank you.
Questions & Answers
So I guess we'll just jump right into it. I'd like to get started with what I think is on top of investor's minds when it comes to Arista, which is obviously the cloud business. So if could you give us a view on the cloud demand environment, order environment, if you could just comment on how that
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