Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N
ANET.N - Arista Networks Inc
Arista Networks Inc at Morgan Stanley Technology, Media & Telecom Conference
Mar 03, 2026 / 07:30PM GMT
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Presentation
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For being here. I'll read some boring disclosures to kick off and allow you to open up your chips. So, for any research disclosures, please see Morganstanley.com/researchdisclosures. And reach out to your sales representative with any questions. I'm Nita Marshall. I cover the networking space here at Morgan Stanley. We are delighted to have Arista, Jay Sherie, Ual, and Kenduda, a new special guest joining us, on stage, who's President and CTO as well. So Ja Cherie, welcome back. It's been a phenomenal couple of years, for Arista since we last had you on stage.
Just how do you think the core like value proposition of aisa has changed with kind of AI coming into the framework?
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