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 Stifel Cross Sector Insight Conference Transcript

Jun 08, 2021 / 05:20PM GMT

Release Date Price: MXN1689.25

Transcript

John Warren Marchetti

Stifel, Nicolaus & Company, Incorporated, Research Division - MD & Senior Analyst

Good afternoon, everybody, and thank you again for joining us here at Day 1 of the Stifel Cross Sector Industry Conference. We're very fortunate with us today is Arista Networks, and we've got John McCool, who is the Chief Platform Officer as well as the SVP of Engineering and Operations.

Questions & Answers

John Warren Marchetti

Stifel, Nicolaus & Company, Incorporated, Research Division - MD & Senior Analyst

And John, the place I'd really like to start first off, if you will, is a little bit on the cloud side of the business. Obviously, last year was a challenge across a lot of different areas, but certainly, the Titan has felt that, I think, maybe even a little bit more than some others. Can you talk a little bit about what you're seeing now from that customer set? You've had a couple of good quarters here over the last 2. Is it a case of just things opening up in general? Are we -- A, is it some pent-up demand, combined with a

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