Arista Networks Inc (ANET) UBS World Know-how and AI Convention 2025 December 2, 2025 12:15 PM EST
Firm Members
Chantelle Breithaupt – Senior VP & CFO
Rudolph Araujo – Head of Investor Advocacy
Convention Name Members
David Vogt – UBS Funding Financial institution, Analysis Division
Presentation
David Vogt
UBS Funding Financial institution, Analysis Division
Good morning, everybody. Thanks once more for becoming a member of UBS’ tech convention right here in Arizona. I feel that is in all probability the premier occasion, so selling our convention right here.
We’re excited to have with us right this moment, Arista Networks. With me right this moment, we’ve got Chantelle Breithaupt, CFO; and from Investor Relations, Rudolph Araujo. So we will discuss half-hour about, I feel, matters that everybody is sort of targeted on given what is going on on within the market. So we will begin along with your outlook for ’26.
Chantelle Breithaupt
Senior VP & CFO
Nice.
Query-and-Reply Session
David Vogt
UBS Funding Financial institution, Analysis Division
So roughly 6 to eight weeks in the past, you offered an outlook for 2026. I feel, in regular Arista vogue, the outlook was seen as comparatively conservative. So perhaps let’s begin there and speak about the way you see fiscal ’26 or calendar ’26 enjoying out? And I feel it helps buyers perceive your view and your perspective on how we get there. Like I feel up to now, you have talked about a number of vectors, a number of methods to get to the quantity. Possibly let’s begin with ’26 after which we are able to drill deeper into every of the totally different companies.
Chantelle Breithaupt
Senior VP & CFO
Sure. Nice. Thanks. So hello to everybody within the room. Good morning. Thanks, David, for having Rudy and I right here right this moment.
So we’re very excited. We’re very enthusiastic about how we’re ending FY ’25, which — we’ll get into FY ’26. On the midpoint, nearly 27% development began within the 12 months
