Arista Networks, Inc. (NYSE:ANET) Credit Suisse 26th Annual Technology Conference November 29, 2022 2:20 PM ET Company Participants Ita Brennan - Chief Financial Officer Conference Call Participants Sami Badri - Credit Suisse Sami Badri All right. Thank you everyone for joining us. I'm Sami Badri with Credit Suisse. And right now, we're going to kick it off with Arista Networks and the CFO, Ita Brennan. Thank you very much for joining us. Ita Brennan Thanks for having us. Question-and-Answer Session Q - Sam ...

Arista Networks, Inc. (NYSE:ANET) 16th Annual Needham Virtual Security, Networking, & Communications Conference Call November 15, 2022 3:00 PM ET Company Participants Liz Stine - Director, Investor Relations Ita Brennan - Chief Financial Officer Conference Call Participants Alex Henderson - Needham & Co. Alex Henderson My name is Alex Henderson. I'm the Needham’s Security and Networking Analyst. It's a pleasure to have Ita and Liz here. Ita Brennan is the CFO; Liz Stine is IR. And we're going to do a firesi ...

Arista Networks, Inc. (NYSE:ANET) Q3 2022 Earnings Conference Call October 31, 2022 4:30 PM ET Company Participants Liz Stine - Director, Investor Relations Jayshree Ullal - President and Chief Executive Officer Ita Brennan - Chief Financial Officer Anshul Sadana - Chief Operating Officer Conference Call Participants Tim Long - Barclays Alex Henderson - Needham Paul Silverstein - Cowen Simon Leopold - Raymond James Meta Marshall - Morgan Stanley Ben Bollin - Cleveland Research Matt Niknam - Deutsche Bank Fa ...

公司 * **公司名称**：Arista Networks, Inc (NYSE:ANET) * **会议时间**：2022年9月13日 * **会议地点**：Goldman Sachs TMT Conference Call * **参会人员**： * 公司方：Jayshree Ullal - 首席执行官 * 会议方：Rod Hall - Goldman Sachs 通信技术、基础设施技术分析师；Daniel Fu - Wafra 核心观点和论据 * **公司定位**：Arista Networks 正在从 Arista 1.0（数据中心公司）向 Arista 2.0（数据驱动型网络公司）转型，将业务扩展到数据中心、校园、分支机构和网络安全等领域。 * **供应链问题**：Arista Networks 面临供应链危机，预计将持续到 2023 年。公司正在努力解决组件短缺和成本上升的问题。 * **云服务提供商**：Arista Networks 的云服务提供商客户（如 Microsoft 和 Meta）的资本支出显著，预计未来几年将保持增长。 * **AI 工作负载**：AI 工作负载对网络性能提出了更高的要求，Arista Networks 正在开发支持 AI 工作负载的网络解决方案。 * **市场份额**：Arista Networks 在数据中心交换机市场中取得了显著的市场份额增长，并在 100G、200G 和 400G 交换机市场中保持领先地位。 * **企业市场**：Arista Networks 在企业市场中取得了良好的进展，其 EOS 操作系统和企业级产品受到客户的青睐。 * **网络即服务**：Arista Networks 认为网络即服务是一个重要的趋势，并正在开发支持网络即服务的解决方案。 其他重要内容 * **供应链短缺**：Arista Networks 面临的供应链短缺主要集中在一些简单的组件上，这些组件的短缺导致生产延迟和成本上升。 * **硅芯片多样性**：Arista Networks 认为硅芯片多样性是一个重要的趋势，并正在与多个硅芯片供应商合作。 * **企业资本支出**：Arista Networks 认为目前没有迹象表明企业资本支出将减少，但公司正在密切关注市场动态。 * **网络即服务**：Arista Networks 认为网络即服务是一个重要的趋势，并正在开发支持网络即服务的解决方案，以提供更灵活、可扩展和可管理的网络服务。

Arista Networks Inc. (NYSE:ANET) Citi’s 2022 Global Technology Conference September 7, 2022 2:30 PM ET Company Participants Ita Brennan – Chief Financial Officer Conference Call Participants Jim Suva – Citi Jim Suva My name is Jim Suva. I’m the IT Hardware, Supply Chain and Telecom Equipment analyst. This fireside presentation is featuring Arista Networks, stock ticker ANET. A few housekeeping items, first, no media and no press. Disclosures are available at the check-in desk, as well as on the Citi Velocit ...

Arista Networks, Inc. (NYSE:ANET) Deutsche Bank Technology Conference September 1, 2022 11:00 AM ET Company Participants Ita Brennan - CFO & SVP Conference Call Participants Matthew Niknam - Deutsche Bank Matthew Niknam All right. Good morning. Welcome, everyone, to Day 2 of the Deutsche Bank Tech Conference. I'm Matt Niknam, communications analyst here at DB. We're very pleased to be joined by Arista's CFO, Ita Brennan. Ita, Welcome to the conference. Ita Brennan Good morning. Good to be here. Question-and ...

Arista Networks, Inc. (NYSE:ANET) Q2 2022 Earnings Conference Call August 1, 2022 4:30 PM ET Company Participants Liz Stine - Director, Investor Relations Jayshree Ullal - President and Chief Executive Officer Ita Brennan - Chief Financial Officer Anshul Sadana - Chief Operating Officer Conference Call Participants Aaron Rakers - Wells Fargo David Vogt - UBS Jim Suva - Citigroup Samik Chatterjee - JPMorgan James Fish - Piper Sandler Alex Henderson - Needham & Company Jason Ader - William Blair Ben Bollin - ...