Arista Networks Inc Q4 2020 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: David Vogt - UBS Investment Bank, Research Division - Analyst : Great quarter. So just maybe a quick follow-up on the supply disruptions. Can you provide more detail around sort of the nature of the disruption you experienced? And what I mean by that is, can you comment on sort of the magnitude of the impact in the quarter? What it might look like in the first quarter, maybe the sector where you're seeing more of an exposure and maybe timing around your ability to recover those lost sales?

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : Great. I guess, Jayshree, you guys have strong results in enterprise, and that's good to see. But you did mention campus sales cycles are probably still a bit long. But when we focus on the overall data center part of enterprise, I just wanted to check, like how are you -- what are you seeing in terms of drivers of growth there? Is it more of a land and expand with the existing customers? Or are you -- what momentum are you seeing in relation to new logos on the core data center part of the enterprise customer base there?