Arista Networks Inc at JPMorgan Global Technology, Media and Communications Conference Transcript
Hi. Good afternoon, everyone. Welcome to the fireside chat here with Arista Networks. I have the pleasure of hosting John McCool, who is the Senior Vice President of Platform Hardware at Arista; Tyson Lamoreaux, I hope that I got that right, SVP of Cloud and AI Networking; and then Rod Hall, who's probably not new to a lot of people, but Investor Relations and Finance at Arista.
Yes. Thanks, Samik. Yes, it's great to be back. Thank you for having us and organizing everything. It's really good to be here. And I'm going to kick off with a couple of points, and then I'm going to get -- we're going to get to your questions.
But we -- two high-level themes that I want to flag to people and then I want to make a couple of points. High level, there's two things you need to take away from this. One, Arista is extremely good at managing the supply chain. We -- if you go back to COVID and you don't have that -- maybe some of you don't have that
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