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 Barclays Global Technology, Media and Telecommunications Conference (Virtual) Transcript

Dec 10, 2020 / 06:00PM GMT
Release Date Price: MXN1368.75
Timothy Patrick Long
Barclays Bank PLC, Research Division - MD and Senior Technology Hardware & Networking Analyst

Hello. Good afternoon, everybody. Tim Long here at Barclays. Thank you for joining our TMT conference for a fireside chat with Arista Networks. We're happy to have John McCool, Chief Platform Officer, SVP of Engineering and Operations, with us today to talk about the business. So John, thank you for joining. I think maybe we'll just start -- get right into it.

Questions & Answers

Timothy Patrick Long
Barclays Bank PLC, Research Division - MD and Senior Technology Hardware & Networking Analyst

Obviously, one of the hot topics in this space in the data center part has been the transition to 400-gig. It's obviously taking a little bit longer. So maybe if you could just kind of update us on the timeline that you're expecting for that to be more meaningful. And then if you could just touch on, obviously, Arista has done really well in 100-gig, so maybe talk to us a little bit about how you think that success positions the company

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