Arista Networks, Inc. (ANET) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

PresentationMeta MarshallMorgan Stanley, Research Division Thank you for being here. I'll read some boring disclosures to kick off and allow you to open up your chips. So for any research disclosures, please see morganstanley.com/researchdisclosures and reach out to your sales representative with any questions. I am Meta Marshall. I cover the networking space here at Morgan Stanley. We are delighted to have Arista, Jayshree Ullal; and Ken Duda, a new special guest joining us on stage, who is President and C ...