Arista Networks, Inc. (ANET) Q1 2026 Earnings Call May 5, 2026 4:30 PM EDT
Company Participants
Rudolph Araujo - Head of Investor Advocacy
Jayshree Ullal - CEO & Chairperson
Kenneth Duda - Co-Founder, President, CTO & Director
Todd Nightingale - President & COO
Chantelle Breithaupt - Senior VP & CFO
Conference Call Participants
Simon Leopold - Raymond James & Associates, Inc., Research Division
George Notter - Wolfe Research, LLC
Antoine Chkaiban - New Street Research LLP
Aaron Rakers - Wells Fargo Securities, LLC, Research Division
Benjamin Reitzes - Melius Research LLC
Michael Ng - Goldman Sachs Group, Inc., Research Division
Sean O'Loughlin - TD Cowen, Research Division
Meta Marshall - Morgan Stanley, Research Division
Tal Liani - BofA Securities, Research Division
Amit Daryanani - Evercore ISI Institutional Equities, Research Division
John Jeffrey Hopson - Needham & Company, LLC, Research Division
Samik Chatterjee - JPMorgan Chase & Co, Research Division
Karl Ackerman - BNP Paribas, Research Division
Matt Niknam
James Fish - Piper Sandler & Co., Research Division
Benjamin Bollin - Cleveland Research Company LLC
Presentation
Operator
Welcome to the First Quarter 2026 Arista Networks Financial Results Earnings Conference Call. [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
Head of Investor Advocacy
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 its fiscal first quarter results for the period ending March 31, 2026. If you want a copy of this release, you can find it on our website.
During the course of this conference call, Arista Networks management will make forward-looking statements, including
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