Arista Networks, Inc. (ANET) Q1 2026 Earnings Call

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a0425d-7375-7f80-ac4f-f7cd072db42e Created: 2026-08-27T08:36:59.471Z Duration: 3593.9004 Channels: 1 00:00:00.000 -- 00:00:02.320 Welcome to the First Quarter twenty twenty six 00:00:02.320 -- 00:00:05.920 Arista Networks Financial Results Earnings Conference Call. During 00:00:05.920 -- 00:00:08.080 the call, all participants will be in a 00:00:08.080 -- 00:00:10.960 listen only mode. After the presentation, we will 00:00:10.960 -- 00:00:14.184 conduct a question and answer session. Instructions will 00:00:14.184 -- 00:00:15.624 be provided at that time. 00:00:21.865 -- 00:00:24.505 As a reminder, this conference is being recorded 00:00:24.505 -- 00:00:26.585 and will be available for replay from the 00:00:26.585 -- 00:00:29.850 Investor Relations section on the Arista website following 00:00:29.850 -- 00:00:32.890 this call. Mr. Rudolf Arraggio, Arista's Head of 00:00:32.890 -- 00:00:34.970 Investor Advocacy, you may begin. 00:00:36.170 -- 00:00:37.370 Thank you, Regina. 00:00:37.610 -- 00:00:39.450 Good afternoon, everyone, and thank you for joining 00:00:39.450 -- 00:00:39.610 us. 00:00:40.325 -- 00:00:42.324 With me in today's call are Jayshree Ullal, 00:00:42.324 -- 00:00:45.045 Arista Networks Chairperson and Chief Executive Officer 00:00:45.125 -- 00:00:48.085 and Shantel Drydaugh, Arista's Chief Financial Officer. 00:00:48.565 -- 00:00:50.885 This afternoon, Arista Networks issued a press release 00:00:50.885 -- 00:00:53.285 announcing its fiscal first quarter results for the 00:00:53.285 -- 00:00:55.445 period ending 03/31/2026. 00:00:56.190 -- 00:00:57.870 If you want a copy of this release, 00:00:57.870 -- 00:00:59.309 you can find it on our website. 00:00:59.870 -- 00:01:01.790 During the cours...