Arista Networks, Inc. (ANET) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.12K Followers Follow Arista Networks, Inc. ( ANET ) Goldman Sachs Communacopia + Technology Conference 2026 September 8, 2026 11:50 AM EDT Company Participants Chantelle Breithaupt - Senior VP & CFO Kenneth Duda - Co-Founder, President, CTO & Director Conference Call Participants Michael Ng - Goldman Sachs Group, Inc., Research Division Presentation Michael Ng Goldman Sachs Group, Inc., Research Division Great. Good morning, everybody. Welcome to the Arista fireside chat at the Goldman Sachs Communacopia and Technology Conference. My name is Mike Ng, and I cover Arista and Comtech here at the firm. It's my privilege to welcome Arista's President and CTO, Ken Duda, alongside Chantelle Breithaupt, who's the CFO. We have about 35 minutes for today's presentation. But first and foremost, Ken, Chantelle, thank you so much for joining us today. It's an absolute pleasure. Chantelle Breithaupt Senior VP & CFO Yes. Thank you for having us. Great to be here after a long weekend. Kenneth Duda Co-Founder, President, CTO & Director Yes. Exactly. Michael Ng Goldman Sachs Group, Inc., Research Division Well, to kick things off, Arista crossed a historic milestone last quarter with its first $3 billion revenue quarter. Networking is an absolutely critical part of client campus, data center and AI environments. So maybe start and talk about how you're balancing the strategic investments between scaling the core AI and data center switching fabric product portfolio versus what you're doing in software, campus and routing. Kenneth Duda Co-Founder, President, CTO & Director Yes. Thanks, Michael. We are so excited about what's happening in networking as the network is absolutely the lifeblood of so many different kinds of operations. And it's to connect everything together. When the network isn't working, nothing working is super reliability critical, and we feel like our opportunity to continue to grow and expand in that space is just really exciting to me.