Arista Networks, Inc. (ANET) Q4 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:05.058 Welcome to the fourth quarter 2025 ERISA Networks Financial Results Earnings Conference 00:00:05.058 -- 00:00:09.425 Call. During the call, all participants will be in a listen-only mode. 00:00:09.425 -- 00:00:13.150 After the presentation, we will conduct a question and answer session. 00:00:13.150 -- 00:00:16.235 Instructions will be provided at that time. 00:00:16.235 -- 00:00:20.161 If you need to reach an operator at any time during the conference, please press the 00:00:20.161 -- 00:00:24.908 star key followed by zero. As a reminder, this conference is being recorded and will 00:00:24.908 -- 00:00:29.876 be available for replay from the Investor Relations section on the Arista website following 00:00:29.876 -- 00:00:36.607 this call. Mr. Rudolf Araujo, Arista's VP of Investor Advocacy, you may begin. 00:00:36.607 -- 00:00:40.955 Thank you, Regina. Good afternoon, everyone, and thank you for joining us. 00:00:40.955 -- 00:00:44.801 With me on today's call are Joshi Ulal, Arista Network's Chairperson and Chief Executive 00:00:44.801 -- 00:00:49.087 Officer, and Chantel Bright, Arista's Chief Financial Officer. 00:00:49.087 -- 00:00:52.691 This afternoon, Arista Networks issued a press release announcing the results for its 00:00:52.691 -- 00:00:56.495 fiscal fourth quarter ending December 31st, 2025. 00:00:56.495 -- 00:01:00.560 If you want a copy of the release, you can access it online on our website. 00:01:00.560 -- 00:01:04.004 During the course of this conference call, Arista Networks management will make forward-looking 00:01:04.004 -- 00:01:07.308 statements, including those relating to our financial outlook for the first quarter of 00:01:07.308 -- 00:01:12.313 the 2026 fiscal year, longer-term business model, and financ...