Arista Networks Inc Q4 2021 Earnings Call Summary - Thomson StreetEvents

Arista Networks Inc Q4 2021 Earnings Call Summary

Arista Networks Inc Q4 2021 Earnings Call Summary - Thomson StreetEvents
Arista Networks Inc Q4 2021 Earnings Call Summary
Published Feb 14, 2022
21 pages (11366 words) — Published Feb 14, 2022
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About This Report

  
Abstract:

Edited Brief of ANET.N earnings conference call or presentation 14-Feb-22 9:30pm GMT

  
Brief Excerpt:

...A. Note: Certain financial measures are expressed on non-GAAP basis and have been adjusted to exclude certain charges. 1....

  
Report Type:

Brief

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 : Congrats on the results as well. Jayshree, you mentioned in your prepared remarks about improving lead times with, I think, Meta in particular, but maybe if you can just dig into that a bit more, how is visibility today in terms of proving lead times as we go through the year? Where do you see the supply chain standing today? Is it better or worse than maybe a quarter ago? And any sort of details on where you're seeing the more shortages?

Question: David Vogt - UBS Investment Bank, Research Division - Analyst : Notwithstanding some recent operational issues at Meta, just want to kind of get your thoughts on how sort of double-digit data center expansion, both at Microsoft and Facebook, this year plays into your sort of revenue visibility in the balance of this year and then how that plays into 2023. Obviously, there are some delays in terms of qualification and when revenue would be in the books in 2022 from last year. But just trying to get a sense for how we should think about that in '22 and '23, given their aggressive pace of investment? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. FEBRUARY 14, 2022 / 9:30PM, ANET.N - Q4 2021 Arista Networks Inc Earnings Call

Question: David Vogt - UBS Investment Bank, Research Division - Analyst : Just as a quick follow-up. What percentage of that do you think spills into 2023 if, let's say, Microsoft is delayed in terms of or

Table Of Contents

Arista Networks Inc Q1 2022 Earnings Call Summary – 2022-05-02 – US$ 54.00 – Edited Brief of ANET.N earnings conference call or presentation 2-May-22 8:30pm GMT

Arista Networks Inc Q1 2022 Earnings Call Transcript – 2022-05-02 – US$ 54.00 – Edited Transcript of ANET.N earnings conference call or presentation 2-May-22 8:30pm GMT

Arista Networks Inc at Morgan Stanley Technology, Media, and Telecom Conference Transcript – 2022-03-08 – US$ 54.00 – Edited Transcript of ANET.N presentation 8-Mar-22 7:30pm GMT

Arista Networks Inc at JMP Securities Technology Conference (Virtual) Transcript – 2022-03-07 – US$ 54.00 – Edited Transcript of ANET.N presentation 7-Mar-22 6:30pm GMT

Arista Networks Inc Q4 2021 Earnings Call Transcript – 2022-02-14 – US$ 54.00 – Edited Transcript of ANET.N earnings conference call or presentation 14-Feb-22 9:30pm GMT

Arista Networks Inc at Barclays Global Technology, Media and Telecommunications Conference Transcript – 2021-12-08 – US$ 54.00 – Edited Transcript of ANET.N presentation 8-Dec-21 6:15pm GMT

Arista Networks Inc at UBS Global TMT Conference Transcript – 2021-12-06 – US$ 54.00 – Edited Transcript of ANET.N presentation 6-Dec-21 11:00pm GMT

Arista Networks Inc at Raymond James Technology Investors Conference (Virtual) Transcript – 2021-12-06 – US$ 54.00 – Edited Transcript of ANET.N presentation 6-Dec-21 7:10pm GMT

Arista Networks Inc at Wells Fargo TMT Summit (Virtual) Transcript – 2021-11-30 – US$ 54.00 – Edited Transcript of ANET.N presentation 30-Nov-21 5:00pm GMT

Arista Networks Inc at MKM Partners Gearing Up for the New Normal: A Virtual Best Ideas Conference Transcript – 2021-11-17 – US$ 54.00 – Edited Transcript of ANET.N presentation 17-Nov-21 7:30pm GMT

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MLA:
Thomson StreetEvents. "Arista Networks Inc Q4 2021 Earnings Call Summary" Feb 14, 2022. Alacra Store. May 24, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2021-Arista-Networks-Inc-Earnings-Call-B15095041>
  
APA:
Thomson StreetEvents. (2022). Arista Networks Inc Q4 2021 Earnings Call Summary Feb 14, 2022. New York, NY: Alacra Store. Retrieved May 24, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2021-Arista-Networks-Inc-Earnings-Call-B15095041>
  
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