Arista Networks Inc (XSWX:ANET)
CHF 129.94 (0%) Market Cap: 163.03 Bil Enterprise Value: 153.03 Bil PE Ratio: 51.73 PB Ratio: 14.11 GF Score: 98/100

Arista Networks Inc at Raymond James TMT and Consumer Conference Transcript

Dec 09, 2025 / 06:00PM GMT
Simon Leopold
Raymond James - Analyst

Okay, folks, thank you very much for joining us. This is Simon Leopold, Raymond James, semiconductor and data infrastructure analyst. Day two of our TMT+C Conference here in New York. Very pleased to have the team from Arista Networks with us for a fireside.

We have with us Chantelle Breithaupt, SVP and CFO. We have Ashwin Kohli, who is the Chief Customer Officer and Rod Hall, who is supporting the IR team in comms. Is it the right way to --

Roderick Hall
Arista Networks Inc - Investor Advocacy

And finance.

Simon Leopold
Raymond James - Analyst

And finance, wearing many hats. But formerly sell-side analyst, so sympathetic member of the group up here.

Chantelle Breithaupt
Arista Networks Inc - Chief Financial Officer and Senior Vice President

-- of the team.

Simon Leopold
Raymond James - Analyst

So I do appreciate having IR people who have sat in our seat because they

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