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 Transcript

Dec 08, 2021 / 06:15PM GMT
Release Date Price: MXN2658
Timothy Patrick Long
Barclays Bank PLC, Research Division - MD and Senior Technology Hardware & Networking Analyst

Hello, everybody. Tim Long here, along with my colleague, George Wang. Thank you for joining us for this fireside chat with Arista Networks. We're fortunate to have Ita Brennan with us. Many of you probably know Ita has been CFO there for a while. So we're just going to dive right into Q&A.

Questions & Answers

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

So Ita, let's start with maybe some more high-level type ones, and then we'll get into some of the product and market questions. So first of all, I think the market obviously had a very favorable reaction to the Analyst Day and some of the guidance, particularly for 2022, that 30% revenue growth number.

Could you talk a little bit about how broad-based -- obviously, we're seeing cloud strength across the board from all of the companies and a little bit on the enterprise as well. But from an

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