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
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Arista Networks Inc at UBS Global TMT Conference Transcript

Dec 10, 2019 / 03:00PM GMT
Thejeswi Banavathi Venkatesh
UBS Investment Bank, Research Division - Associate Director and Analyst

Good morning. Thank you for being here. I'm Tejas Venkatesh, I cover networking and I'm part of the technology research team here at UBS.

We're really pleased to have John McCool, Chief Platform Officer of Arista Networks; and Chris Schmidt, Group Vice President of Sales, and he really has responsibility for the enterprise and financial vertical, which potentially drives a lot of the growth going forward.

Thank you so much both for being here.

Questions & Answers

Thejeswi Banavathi Venkatesh
UBS Investment Bank, Research Division - Associate Director and Analyst

Most of the questions I have today in some way, relate to revenue growth, which, in my mind, is the key investor debate here.

I was looking at consensus estimates, and for calendar year '20, investors expect similar growth out of Arista and Cisco, which just a few months ago, I wouldn't have imagined. So I wanted to start with you, John, like what's the state of

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