Arista Networks, Inc. (ANET) Presents at Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) Transcript

SA Transcripts 161.91K Followers Follow Arista Networks, Inc. ( ANET ) Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) August 18, 2026 3:00 PM EDT Company Participants Chantelle Breithaupt - Senior VP & CFO Brendan Gibbs - Area Vice President of Product Line Management Conference Call Participants Michael Genovese - Rosenblatt Securities Inc., Research Division Presentation Michael Genovese Rosenblatt Securities Inc., Research Division Welcome to the Rosenblatt Age of AI Tech Conference, fireside chat with Arista Networks. I am Mike Genovese, the cloud and communications equipment analyst. Super happy to be joined by some of the management from one of the very best companies out there. We have the Chief Financial Officer, Chantelle Breithaupt; and Brendan Gibbs, Vice President of Product Line Management. Nice to see you both. Chantelle Breithaupt Senior VP & CFO Yes. Thank you. Thanks for opportunity. Michael Genovese Rosenblatt Securities Inc., Research Division Great. And so I'm going to ask questions. We've got 45 minutes, but I also want to let the audience know that on the audience screens, there's a widget in the upper right-hand corner, where you can type in questions that will come to me, and I will ask the team here any questions that I get from the audience. So please feel free to send them in. Question-and-Answer Session Michael Genovese Rosenblatt Securities Inc., Research Division But let's get started. So we're going to talk about AI, obviously. And Etherlink, which is the Arista's family of AI-optimized networking, high-performance platforms with advanced software has gone from only 4 or 5 customers in 2024 to more than 100 customers today. Can you kind of break that down more for us by customer type, whether cloud titans, AI labs, neoclouds, sovereign enterprise. And where is the incremental kind of AI fabric revenue coming from going forward versus the first half of the year?