Arista Networks Inc (NYSE:ANET)
$ 326.03 12.37 (3.94%) Market Cap: 102.17 Bil Enterprise Value: 93.88 Bil PE Ratio: 45.41 PB Ratio: 13.00 GF Score: 93/100
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Arista Networks Inc at Wolfe Research Inaugural TMT Conference (Virtual) Transcript

Sep 08, 2021 / 02:30PM GMT
Release Date Price: $89.89 (+0.03%)
Jeffrey Thomas Kvaal
Wolfe Research, LLC - Research Analyst

All right. Good morning, everyone. Thanks for joining. We are live here on -- with mighty John McCool, who I suspect most of you have met in prior sessions -- actually, in person, just as John has been part of the Arista crew for many years now. And previously, we tracked with him at Cisco.

One of the things that I love about John is that he has great perspective. He's been in many different parts of the IT industry, not only in networking, but on the broader industry as well. And at the moment, he happens to be just the person that we want to speak to, John, as you do a lot of work on the supply chain.

Questions & Answers

Jeffrey Thomas Kvaal
Wolfe Research, LLC - Research Analyst

So if you can give us a bit of up-to-date work on how you are navigating and what we should expect from here. But before we get to that, I am hopeful that you can start us off with a bit of a bigger-picture question. You have been through a bunch of spending cycles in the past, John, whether it's here

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