Arista Networks, Inc. (NYSE:ANET) The JMP Securities Technology Conference 2023 Call March 6, 2023 12:30 PM ET Company Participants Martin Hull - Vice President of Engineering and Platforms Liz Stine - Director of Investor Relations Conference Call Participants Erik Suppiger - JMP Securities Erik Suppiger Well, thank you for joining this morning. It's great to see a good crowd here. My name is Erik Suppiger. I'm the infrastructure analyst for JMP Securities. And kicking off this session, we have Arista Netw ...

Investor Presentation – February 2023 Copyright © Arista 2023. All rights reserved. Safe Harbor Forward-Looking Statements - This presentation and accompanying oral presentation contain "forward-looking statements" including estimates regarding revenue, non-GAAP gross margin and non-GAAP operating margin for the first quarter of 2023, statements regarding Arista's business plans and its ability to execute such plans, statements regarding our ability to grow our revenue and expand our market share, statement ...

Arista Networks, Inc. (NYSE:ANET) Q4 2022 Earnings Conference Call February 13, 2023 4:30 PM ET Company Participants Liz Stine - Director, Investor Relations Jayshree Ullal - President and Chief Executive Officer Ita Brennan - Chief Financial Officer Anshul Sadana - Chief Operating Officer Conference Call Participants Jason Ader - William Blair Amit Daryanani - Evercore Paul Silverstein - Cowen Aaron Rakers - Wells Fargo Jim Suva - Citigroup Samik Chatterjee - JPMorgan Tal Liani - Bank of America Fahad Naja ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________ FORM 10-K __________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-36468 ________________________ ...

Arista Networks, Inc. (NYSE:ANET) Barclays 2022 Global Technology, Media and Telecommunications Conference Call December 8, 2022 4:55 PM ET Company Participants Ita Brennan - Chief Financial Officer Chuck Elliott - Director of Business Development and Investor Relations Conference Call Participants Timothy Long - Barclays Bank PLC Timothy Long Hi. Thank you, everybody for joining Tim Long here, Barclays analyst for comm equipment and IT hardware. Happy to have Ita Brennan with us, CFO of Arista, Chuck Ellio ...

Arista Networks, Inc. (NYSE:ANET) 2022 Raymond James Technology Investors Conference Call December 7, 2022 10:20 AM ET Company Participants John McCool - Chief Platform Officer Conference Call Participants Simon Leopold - Raymond James Simon Leopold Folks, thanks for joining us. My name is Simon Leopold. I'm Raymond James Data Infrastructure Analyst. Here in-person, live at our conference in New York, it's nice to see people face-to-face again, it's been a while. We've got with us this morning John McCool, ...

Summary of Arista Networks, Inc. Conference Call Company Overview - **Company**: Arista Networks, Inc. (NYSE: ANET) - **Event**: 16th Annual Needham Virtual Security, Networking, & Communications Conference Call - **Date**: November 15, 2022 Key Industry Insights - **Cloud Demand**: The company has experienced a significant recovery in cloud spending, with cloud representing approximately 45% of the business in 2022, up from 30% in the previous year [5][6] - **Enterprise Growth**: The enterprise business has shown a compound annual growth rate (CAGR) of 30%, with expectations of continued strong performance despite supply constraints [6][7] - **Supply Constraints**: The company anticipates ongoing supply constraints into 2023, affecting growth projections [7][8] Financial Performance - **Growth Projections**: Arista expects a growth rate of 25% for 2023, driven by product sales, while services are projected to grow in the mid-to-high teens [10][11] - **Product Sales Growth**: Product sales grew by 67% in the last quarter of 2022, with overall product growth expected to remain robust [9][10] - **Operating Margins**: Operating margins are currently around 40%, with a long-term target of approximately 38% [29][30] Technological Trends - **AI Adoption**: The shift towards AI technologies is expected to drive significant demand for networking infrastructure, with AI being 10x to 30x more asset-intensive than traditional applications [13][15] - **CloudVision Tool**: The CloudVision management tool is resonating well with enterprise customers, enhancing network management and efficiency [12][21] - **Edge Computing**: The demand for edge computing is increasing as specialty cloud service providers seek to bring services closer to customers [48][50] Competitive Landscape - **Pricing Strategy**: The company has implemented price increases of 5% to 10% in response to rising component costs, with negotiations with customers being a key strategy [59][65] - **Market Position**: Arista's unique architecture and software capabilities provide a competitive advantage, making it difficult for competitors to replicate [25][66] Inventory and Supply Chain Management - **Inventory Growth**: Inventory levels have increased significantly, with a focus on managing purchasing commitments strategically [35][36] - **Supply Chain Visibility**: The company has improved visibility into supply chain constraints, allowing for better management of inventory and purchasing commitments [39][41] Workforce and Operational Efficiency - **Hiring Environment**: The hiring environment has shown signs of improvement, with wage pressures beginning to normalize [53][55] - **Operational Efficiency Focus**: Enterprises are increasingly focused on operational efficiency and uptime quality, driving demand for Arista's solutions [70][71] Conclusion - Arista Networks is positioned for continued growth driven by strong demand in cloud and enterprise sectors, technological advancements in AI and edge computing, and a strategic approach to pricing and inventory management. The company remains focused on maintaining operational efficiency and leveraging its competitive advantages in the networking space.

Arista Networks, Inc. (NYSE:ANET) Q3 2022 Earnings Conference Call October 31, 2022 4:30 PM ET Company Participants Liz Stine - Director, Investor Relations Jayshree Ullal - President and Chief Executive Officer Ita Brennan - Chief Financial Officer Anshul Sadana - Chief Operating Officer Conference Call Participants Tim Long - Barclays Alex Henderson - Needham Paul Silverstein - Cowen Simon Leopold - Raymond James Meta Marshall - Morgan Stanley Ben Bollin - Cleveland Research Matt Niknam - Deutsche Bank Fa ...