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

Investor webinar replay

Replay transcript excerpt

Welcome to the First Quarter twenty twenty six Arista Networks Financial Results Earnings Conference Call. During the call, all participants will be in a listen only mode. After the presentation, we will conduct a question and answer session. Instructions will be provided at that time. As a reminder, this conference is being recorded and will be available for replay from the Investor Relations section on the Arista website following this call. Mr. Rudolf Arraggio, Arista's Head of Investor Advocacy, you may begin. Thank you, Regina. Good afternoon, everyone, and thank you for joining us. With me in today's call are Jayshree Ullal, Arista Networks Chairperson and Chief Executive Officer and Shantel Drydaugh, Arista's Chief Financial Officer. This afternoon, Arista Networks issued a press release announcing its fiscal first quarter results for the period ending 03/31/2026. If you want a copy of this release, you can find it on our website. During the course of this conference call, Arista Networks management will make forward looking statements, including those relating to our financial outlook for the second quarter of the twenty twenty six fiscal year, longer term business model and financial outlooks for 2026 and beyond, our total addressable market and strategy by addressing these market opportunities, including AI, inventory management, lead times and product innovation, which are subject to the risks and uncertainties that we discuss in detail in our documents filed with the SEC, specifically in our most recent Form 10 Q and Form 10 ks, and which could cause actual results to differ materially from those anticipated by these statements. These forward looking statements apply as of today and you should not rely on them as representing our views in the future. We u...