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 Needham Technology, Media, & Consumer Conference (Virtual) Transcript

May 14, 2026 / 03:45PM GMT
Ryan Koontz
Needham & Company LLC - Analyst

Welcome to Needham's 21st Annual Technology, Media and Consumer Conference. I'm Ryan Koontz. I'm really excited to host Arista Networks here today, joined by CFO Chantelle Breithaupt; and John McCool, SVP; as well as Rudy Araujo, VP of IR. So welcome, guys. How are you doing?

Chantelle Breithaupt Arista Networks Inc;Chief Financial Officer
Senior Vice President

Great. Thank you. Thanks for having us.

Questions & Answers

Ryan Koontz
Needham & Company LLC - Analyst

Excellent, super. Well, Chantelle, let's start with your excellent quarter you guys had. Can you maybe walk us through how you felt about the results, obviously beaten expectations and what some of the kind of key demand drivers in your first quarter were?

Chantelle Breithaupt Arista Networks Inc;Chief Financial Officer
Senior Vice President

Yeah, thank you. We were very excited as a company to report our results.

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