Arista Networks Inc (ANET) Analyst/Investor Day Transcript

Arista Networks Inc (NYSE:ANET ) Analyst/Investor Day September 11, 2025 5:25 PM EDT Company Participants Rudolph Araujo Jayshree Ullal - CEO & Chairperson Fred Hsu Kenneth Duda - Co-Founder, President, CTO & Director Todd Nightingale - Chief Operating Officer Andreas Bechtolsheim - Co-Founder & Chief Architect Hugh Holbrook Chantelle Breithaupt - Senior VP & CFO Tyson Lamoreaux - Senior Vice President of Cloud & AI Networking Conference Call Participants Unknown Attendee Benjamin Reitzes - Melius Research LLC Amit Daryanani - Evercore ISI Institutional Equities, Research Division Aaron Rakers - Wells Fargo Securities, LLC, Research Division George Notter - Wolfe Research, LLC Samik Chatterjee - JPMorgan Chase & Co, Research Division Meta Marshall - Morgan Stanley, Research Division Michael Ng - Goldman Sachs Group, Inc., Research Division Timothy Long - Barclays Bank PLC, Research Division David Vogt - UBS Investment Bank, Research Division Tal Liani - BofA Securities, Research Division Simon Leopold - Raymond James & Associates, Inc., Research Division Atif Malik - Citigroup Inc., Research Division Yang Pu - BNP Paribas Exane, Research Division Presentation Rudolph Araujo Good afternoon, everyone. Thank you for joining us today at Arista's Analyst Day event.