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 Needham Security, Networking and Communications Conference Transcript

Nov 12, 2019 / 06:00PM GMT

Transcript

Alexander Henderson;Ita M. Brennan

Needham & Company, LLC, Research Division - Senior Analyst;Arista

Well, at the risk of starting out here early and having people walk in. Arista has been one of my favorite companies for the last 5 years, I was absolutely heartbroken to have to bring my rating down on it off the last print. We're currently at a hold on it. I'm hoping we'll see the fundamentals get back on track, and we can get back to a more constructive position soon and most probably talk to a lot of those dynamics.

I still strongly believe that Arista has the best technology in the category. I strongly believe that over time, they're going to continue to gain significant share versus Cisco and Juniper. I strongly believe that the company will penetrate into the campus market, continue to drive the router-based switch technology. And I think, the optics market is moving in a direction that will help them as well. So there's

A lot of positives coming down the pipe. But obviously, there's some recent news that it is a little harder to swallow.

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