The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: David Vogt - UBS Investment Bank, Research Division - Analyst
: So maybe just want to follow up on supply chain and vendor decommits. I know there were some headwinds last quarter, and it
sounds like you have more this quarter. But one of your competitors really struggled, I think, securing components. Obviously, they
paid higher expedited fees and revenue growth was strong, but it sounds like that they took a bigger hit. Just wanted to kind of get
a sense for what you're seeing in that market, whether it's in the broker market for the components or the expedited freight fees.
Just a little bit more color. And how do you think that plays out the balance of the year? I know you talked about having some limited
visibility. But is there an expectation that as we maybe move into next year, we could see some relief, and that gross margins could
get a little bit healthier as we move into '23?
Question: David Vogt - UBS Investment Bank, Research Division - Analyst
: Just a quick follow-up, Jayshree. So the $4.5 billion of purchase order commitments, I know it's multiple years, but how do you --
maybe can you help us think about how that sort of falls through the balance of this year into '23 and beyond from a product revenue
perspective? If you could help us kind of frame that.
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AUGUST 01, 2022 / 8:30PM, ANET.N - Q2 2022 Arista Networks Inc Earnings Call
Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst
: I guess, Jayshree, as we've gone through this earnings season the last week or so, we've seen some mixed feedback on how the
enterprise vertical is responding to the current macro. Just wondering if you can sort of -- I'm not asking for orders or backlog from
the enterprise vertical, but how are your conversations with enterprise customers progressing? Do you see the same intent in terms
of spending from them going into the next year? And the response to -- I know on the last earnings call, you talked about price
increases. So how has the response been to those price increases in the enterprise vertical?
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