Arista Networks Inc at UBS Global Technology and AI Conference Transcript
Good morning, everyone. Thank you again for joining UBS, this tech conference here in Arizona. I think this is probably the premier event, so promoting our conference here.
We're excited to have with us today Arista Networks. With me today, we have Chantelle Breithaupt, CFO; and from Investor Relations, Rudolph Araujo. So we're going to talk 30 minutes about, I think, topics that everyone is kind of focused on given what's going on in the marketplace.
Questions & Answers
So we're going to start with your outlook for '26. So roughly six to eight weeks ago, you provided an outlook for 2026. I think in usual Arista fashion, the outlook was viewed as relatively conservative. So maybe let's start there and talk about how you see fiscal '26 or calendar '26 playing out? And I think it helps investors understand your view and your perspective on how we get there. Like I think in the past, you've talked about multiple vectors, multiple ways to get to the number. Maybe let's start with '26 and
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