Arista Networks, Inc. (ANET) Arista Networks Inc Presents at Barclays 23rd Annual Global Technology Conference Transcript
Summarize this article with:
SA Transcripts157.31K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Arista Networks, Inc. (ANET) Arista Networks Inc Barclays 23rd Annual Global Technology Conference December 11, 2025 2:00 PM EST Company Participants Mark Foss - Senior Vice President of Global Operations & MarketingHardev Singh Conference Call Participants Timothy Long - Barclays Bank PLC, Research Division Presentation Timothy LongBarclays Bank PLC, Research Division Hello, everybody. Tim Long, Barclays IT hardware comm equipment analyst. Thank you so much for joining. Very happy to have Arista Networks. With us, we have Mark Foss, who's Operations and Marketing; and Hardev Singh, GM on the Cloud and AI products. So we're getting a few different pieces of the business, a few different perspectives here. Thank you so much, guys, for joining. Mark FossSenior Vice President of Global Operations & Marketing Thank you. Thanks for having us. Question-and-Answer Session Timothy LongBarclays Bank PLC, Research Division So let's -- yes, we're going to bounce around a little bit, but -- maybe if we start more, Hardev, probably for you on when we're looking at Cloud and AI networking, there's a lot of debates about competition. So we've always been talking about white box and it's always been there, but it's not going away as a discussion point. And obviously, over the last several years, given what NVIDIA has done with Mellanox, they've increased their presence a lot first with InfiniBand, now somewhat with Ethernet. So maybe if you can just kind of how you view competitive differentiation and dynamics and what is it that helps Arista win?
Hardev Singh Sure. I mean, I'll start by saying that the AI momentum is strong, right? There's a lot of activity in this AI space, and we're very excited about it. I think our differentiation and our value hasn't changed from the past. We are -- with AI, you just have a different set of requirements. you have Recommended For You