Arista Networks Inc Q4 2021 Earnings Call Transcript

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

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 back-end-weighted in terms of building out 400 gig in their data centers this year?