Arista Networks Inc (NYSE:ANET) Q1 2025 Earnings Conference Call May 6, 2025 4:30 PM ET
Company Participants
Rudolph Araujo – Investor Advocacy
Jayshree Ullal – Chairperson and CEO
Chantelle Breithaupt – CFO
Conference Call Participants
David Vogt – UBS
Amit Daryanani – Evercore
Atif Malik – Citi
Aaron Rakers – Wells Fargo
Ben Reitzes – Melius
Samik Chatterji – JPMorgan
Karl Ackerman – BNP Paribas
Michael Ng – Goldman Sachs
Antoine Chkaiban – New Street Research
Meta Marshall – Morgan Stanley
Matt Niknam – Deutsche Bank
Tal Liani – Bank of America
Sebastian Naji – William Blair
James Fish – Piper Sandler
Ben Bollin – Cleveland Research
Ryan Koontz – Needham & Company
Operator
Welcome to the First Quarter 2025 Arista Networks Financial Results Earnings Conference Call. During the call all participants will be in a listen-only mode. [Operator Instructions] 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. Rudolph Araujo, Arista’s Head of Investor Advocacy, you may begin.
Rudolph Araujo
Thank you, Regina. Good afternoon everyone, and thank you for joining us. With me on today’s call are Jayshree Ullal, Arista Networks’ Chairperson and Chief Executive Officer; and Chantelle Breithaupt, Arista’s Chief Financial Officer.
This afternoon, Arista Networks issued a press release announcing the results for its fiscal first quarter ending March 31, 2025. If you want a copy of this release, you can access it online at 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 2025 fiscal year, longer-term business model and financial outlook for the 2025 and beyond our total addressable market and strategy for addressing these market opportunities, including AI, customer demand trends, tariffs and trade restrictions, supply chain
