Arista Networks Inc (MEX:ANET)

MXN 8267.23 0 (0%) Market Cap: 2.62 Til Enterprise Value: 2.53 Til PE Ratio: 48.78 PB Ratio: 13.82 GF Score: 86/100

Arista Networks Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Feb 27, 2019 / 04:00PM GMT

Transcript

James Eugene Faucette

Morgan Stanley, Research Division - Executive Director

All right. Good morning, everybody. My name is James Faucette, I'm one of the Senior Analysts here at Morgan Stanley. And before we kick off with Jayshree and Arista, a couple of quick disclosures. Please note that all important disclosures, including personal holdings disclosures and Morgan Stanley disclosures appear on the Morgan Stanley public website at morganstanley.com/researchdisclosures or at the registration desk here on site. And Arista, Jayshree and Ita, have asked me to also let you know, for Arista their disclosures, particularly, related to forward-looking statements, et cetera, are all covered in their most recent filings, including their 10-K. So very happy for Jayshree to be here today, CEO of Arista, for those of you that don't know her. We also have Ita Brennan, the CFO, here in the front row, making sure that we don't go too far afield of what we should. For those of you that may have known is that Andy Bechtolsheim was supposed to be here, he can't. Maybe Jayshree can give us an update on him and his absence.

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