Arista Networks Inc (ANET) Presents at UBS Global Technology and AI Conference 2025 Transcript

PresentationDavid VogtUBS Investment Bank, Research Division Good morning, everyone. Thank you again for joining UBS' tech conference here in Arizona. I think this is probably the premier event, so promoting our conference here. We're excited to have with us today, Arista Networks. With me today, we have Chantelle Breithaupt, CFO; and from Investor Relations, Rudolph Araujo. So we're going to talk 30 minutes about, I think, topics that everyone is kind of focused on given what's going on in the marketplace. ...