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 JPMorgan Global Technology, Media and Communications Conference (Virtual) Transcript

May 25, 2021 / 03:45PM GMT

Release Date Price: MXN1689.25 (+6.48%)

Transcript

Samik Chatterjee

JPMorgan Chase & Co, Research Division - Analyst

Hi, good morning. I'm Samik Chatterjee, the networking and hardware analyst at JPMorgan. For the next session in our coverage universe, we have the pleasure of hosting Arista Networks. As most of you can see on your screen, we have Anshul Sadana, who's the COO of the company. Anshul, thanks for taking the time to participate in the conference. It's a pleasure to host you.

Questions & Answers

Samik Chatterjee

JPMorgan Chase & Co, Research Division - Analyst

I wanted to just kick it off here, and I know the audience probably will have questions as we go along, but just getting to the biggest change that we've noted on the last earnings call in relation to your commentary, you sounded a lot more upbeat about cloud provider spending. That's driven a lot of questions, obviously. Just to then kind of dig into that a bit, how should we think about that improved outlook in terms of visibility into some of the upgrades, 200-gig, 400-gig that you talked about related to some of the more

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