Arista Networks Inc at UBS Global TMT Conference Transcript
Good morning. Thank you for being here. I'm Tejas Venkatesh, I cover networking and I'm part of the technology research team here at UBS.
We're really pleased to have John McCool, Chief Platform Officer of Arista Networks; and Chris Schmidt, Group Vice President of Sales, and he really has responsibility for the enterprise and financial vertical, which potentially drives a lot of the growth going forward.
Thank you so much both for being here.
Questions & Answers
Most of the questions I have today in some way, relate to revenue growth, which, in my mind, is the key investor debate here.
I was looking at consensus estimates, and for calendar year '20, investors expect similar growth out of Arista and Cisco, which just a few months ago, I wouldn't have imagined. So I wanted to start with you, John, like what's the state of
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