Liz Stine | Director of IR |
Jayshree Ullal | President and CEO |
Ita Brennan | CFO |
Anshul Sadana | COO |
Mike Ng | Goldman Sachs |
Tim Long | Barclays |
Meta Marshall | Morgan Stanley |
Ben Bollin | Cleveland Research |
Antoine Chkaiban | New Street Research |
Amit Daryanani | Evercore |
Tal Liani | Bank of America |
Sebastien Naji | William Blair |
Samik Chatterjee | JPMorgan |
Aaron Rakers | Wells Fargo |
Matthew Niknam | Deutsche Bank |
James Fish | Piper Sandler |
Simon Leopold | Raymond James |
David Vogt | UBS |
Erik Suppiger | JMP Securities |
George Notter | Jefferies |
Karl Ackerman | BNP Paribas |
Ben Reitzes | Melius Research |
Welcome to the Second Quarter 2023 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. [Operator Instructions] As a reminder, this conference is being recorded and will be available for replay from the Investor Relations section at the Arista website following this call.