Arista Networks, Inc. (ANET) Presents at Credit Suisse 26th Annual Technology Conference

Nov. 29, 2022 3:28 PM ETArista Networks, Inc. (ANET)
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Arista Networks, Inc. (NYSE:ANET) Credit Suisse 26th Annual Technology Conference November 29, 2022 2:20 PM ET

Company Participants

Ita Brennan - Chief Financial Officer

Conference Call Participants

Sami Badri - Credit Suisse

Sami Badri

All right. Thank you everyone for joining us. I'm Sami Badri with Credit Suisse. And right now, we're going to kick it off with Arista Networks and the CFO, Ita Brennan. Thank you very much for joining us.

Ita Brennan

Thanks for having us.

Question-and-Answer Session

Q - Sami Badri

All right. So, something not as topical as the soccer game that's going on today. But very topical for you guys is your recent Analyst Day that you had in Santa Clara. So, following the introduction of new total addressable markets and product launches and even a new long-term growth rate, what has been the investor feedback or at least kind of inputs that you've received on some of the things you announced or just the growth that you've guided to?

Ita Brennan

Yes, I think the feedback on the Analyst Day overall has been pretty positive, right? I think we're resonated with investors was the -- on the one hand, you have the cloud story, the AI kind of drivers of that cloud story over time, resonated well and just understanding kind of how AI underpins that business.

And then on the other hand, we've spent a lot of time to talk with folks just about the enterprise platform and the expansion of that and the addition of capabilities to that and essentially filling in the pieces of that kind of end-to-end enterprise solution. And so there was a good receptivity seeing kind of us continue to add to that enterprise solution as well.

So, net-net, I think it was positive, some discussion around gross margin. I mean I

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