Arista Networks Inc (MEX:ANET)

MXN 8267.23 -262.77 (-3.08%) Market Cap: 2.62 Til Enterprise Value: 2.53 Til PE Ratio: 47.57 PB Ratio: 13.47 GF Score: 86/100

Arista Networks Inc at Citi Global Technology Conference Transcript

Sep 05, 2019 / 01:30PM GMT

Transcript

Jim Suva

Citigroup Inc, Research Division - Director

Thank you so much for joining us here for the start of Day 2 of Citi's Global Technology Conference here live in Manhattan in New York City. My name is Jim Suva. I'm the EMS and IT hardware as well as telecom equipment analyst here at Citi Investment Research. This fireside chat is featuring Arista Networks. On the stage in the center is the Chief Financial Officer, Ita Brennan. This is meant to be interactive as it is a tech specialist event. Therefore, we don't have prepared slides. We don't have company overviews. We dive straight into the questions. We do want to note that you can please reference the Arista website, where they have their recent SEC filings as well as their safe harbor commentary.

Questions & Answers

Jim Suva

Citigroup Inc, Research Division - Director

I will note that we will start off with a few questions of me asking a few overall questions, but since the room is packed, and there's a few more people coming in with a few seats in front, and by the time we fully get going, I

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