Arista Networks Inc Q3 2020 Earnings Call Transcript - Thomson StreetEvents

Arista Networks Inc Q3 2020 Earnings Call Transcript

Arista Networks Inc Q3 2020 Earnings Call Transcript - Thomson StreetEvents
Arista Networks Inc Q3 2020 Earnings Call Transcript
Published Nov 02, 2020
22 pages (12801 words) — Published Nov 02, 2020
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of ANET.N earnings conference call or presentation 2-Nov-20 9:30pm GMT

  
Brief Excerpt:

...Operator Welcome to the Third Quarter 2020 Arista Networks Financial Results Earnings Conference Call. (Operator Instructions) As a reminder, this conference is being recorded and will be available for replay from the Investor Relations section at the Arista website following this call. I will now turn the call...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Arista Networks Inc
Ticker
ANET.N
Time
9:30pm GMT
Format:
PDF Adobe Acrobat
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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: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : I'll just keep it simple. Jayshree, I think everyone on the call would recognize that you sound a lot more confident about returning to double-digit growth than you did 90 days ago. So I'm wondering what's driving that. Is it some of the 400-gig wins coming in as you expected? Or is it the underlying customer spending starting to improve, that's driving that increased confidence relative to what we heard a quarter ago?

Question: David Vogt - UBS Investment Bank, Research Division - Analyst : Good quarter. Great guidance. Maybe just a big picture industry question, if you guys could entertain me. Can you share your thoughts on the proposed Marvell - Inphi transaction that was announced last week, and maybe what it might mean for the industry holistically as we kind of move forward into 2021? That would be great.

Table Of Contents

Arista Networks Inc at Wells Fargo TMT Conference Transcript – 2020-12-02 – US$ 54.00 – Edited Transcript of ANET.N presentation 2-Dec-20 7:40pm GMT

Arista Networks Inc at RBC Global Technology, Internet, Media and Telecommunications Conference (Virtual) Transcript – 2020-11-18 – US$ 54.00 – Edited Transcript of ANET.N presentation 18-Nov-20 7:00pm GMT

Arista Networks Inc at Needham Virtual Security, Networking & Communications Conference Transcript – 2020-11-17 – US$ 54.00 – Edited Transcript of ANET.N presentation 17-Nov-20 5:45pm GMT

Arista Networks Inc at New Street Research and BCG Virtual 5G, Telco, and Applications Conference Transcript – 2020-11-17 – US$ 54.00 – Edited Transcript of ANET.N presentation 17-Nov-20 6:00pm GMT

Arista Networks Inc Q3 2020 Earnings Call Summary – 2020-11-02 – US$ 54.00 – Edited Brief of ANET.N earnings conference call or presentation 2-Nov-20 9:30pm GMT

Arista Networks Inc and Awake Security Inc to Host a Webinar on The AI-Driven Security Transformation - Conference Call Transcript – 2020-10-15 – US$ 54.00 – Edited Transcript of ANET.N conference call or presentation 15-Oct-20 5:00pm GMT

Arista Networks Inc at Jefferies Software Virtual Conference Transcript – 2020-09-14 – US$ 54.00 – Edited Transcript of ANET.N presentation 14-Sep-20 9:30pm GMT

Arista Networks Inc at Citi Global Technology Conference Transcript – 2020-09-09 – US$ 54.00 – Edited Transcript of ANET.N presentation 9-Sep-20 9:10pm GMT

Arista Networks Inc at KeyBanc Capital Markets Future of Technology Series (Virtual) Transcript – 2020-08-18 – US$ 54.00 – Edited Transcript of ANET.N presentation 18-Aug-20 4:40pm GMT

Arista Networks Inc Q2 2020 Earnings Call Summary – 2020-08-04 – US$ 54.00 – Edited Brief of ANET.N earnings conference call or presentation 4-Aug-20 8:30pm GMT

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Thomson StreetEvents. "Arista Networks Inc Q3 2020 Earnings Call Transcript" Nov 02, 2020. Alacra Store. May 25, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2020-Arista-Networks-Inc-Earnings-Call-T13425218>
  
APA:
Thomson StreetEvents. (2020). Arista Networks Inc Q3 2020 Earnings Call Transcript Nov 02, 2020. New York, NY: Alacra Store. Retrieved May 25, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2020-Arista-Networks-Inc-Earnings-Call-T13425218>
  
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