Arista Networks Inc at RBC Capital Markets TIMT Conference Transcript
All right. I think we will get started here. Hi, I'm Rob Muller. I'm the Enterprise Hardware Analyst here at RBC. We recently initiated coverage on Arista Networks. And we are pleased to have Manny Rivelo, Chief Customer Officer; as well as Charles Yager, Director of Product and Investor Advocacy.
Questions & Answers
Just to dive into it, I think the top issue of mind of investors right now is on your recent quarter call. You issued guidance that came down -- sorry, the customer server refresh that delayed some spending. I was just hoping if you could just rehash and just help us better understand the issue? And then, why or why not is this a potential issue for other customers?
Yes. So a great question. Yes. We discussed this quite a bit at the earnings call, and I
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