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

Arista Networks Inc at William Blair Growth Stock Conference Transcript

Jun 06, 2023 / 03:40PM GMT

Release Date Price: MXN2829

Transcript

Unidentified Analyst

All right. Good morning, everyone. My name is Sebastian Naji from William Blair. I'm pleased to have Ita Brennan, CFO of Arista Networks with me.

Before we begin, I'm required to inform you that a complete list of research disclosures or potential conflicts of interest are available on our website at williamblair.com.

And with that out of the way, Ita has a little bit of a presentation.

Ita M. Brennan

Arista Networks, Inc. - CFO & Senior VP

Yes. I would also refer you to our kind of risk factors, et cetera, in the SEC filings as well.

So we have a couple of slides, just for anybody who doesn't know who we are. I will go through those pretty quickly so that we can -- we can move off to the Q&A.

So Arista, for anybody who doesn't know who we are, I mean, we are a software-driven networking company. We did roughly $4.3 billion in revenue last year. Market cap spending on the day, somewhere between $45 billion and $50 billion. We grew revenues last year roughly 50%. We grew bottom line EPS roughly 60%.

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