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 Morgan Stanley Technology, Media and Telecom Conference (Virtual) Transcript

Mar 02, 2021 / 04:00PM GMT

Release Date Price: MXN1604

Transcript

Meta A. Marshall

Morgan Stanley, Research Division - VP

Hi, welcome, everybody. I'm Meta Marshall, I head up the networking coverage here at Morgan Stanley. We're delighted to have Arista here with us today. I'm going to start with a quick disclosure. For important disclosures, please see Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.

So from Arista today, we have Anshul Sadana, COO. We also have Curtis McKee, who heads up kind of IR, who's also assisting us on the call.

Questions & Answers

Meta A. Marshall

Morgan Stanley, Research Division - VP

But maybe Anshul, just jumping in, Arista, for so many years, has just been a story of cloud and high-end enterprise, whereas -- and the sales force really just needed to get Jayshree and Andy in front of customers to show of EOS to close a deal. As Arista has continued to scale products and customer types, how has the sales force and R&D needs of the organization

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