Arista Networks, Inc. (NYSE:ANET) Q3 2023 Earnings Conference Call October 30, 2023 4:30 PM ET
Company Participants
Liz Stine - Director of Investor Relations
Jayshree Ullal - President and Chief Executive Officer
Ita Brennan - Chief Financial Officer
Anshul Sadana - Chief Operating Officer
Conference Call Participants
Samik Chatterjee - JPMorgan
Antoine Chkaiban - New Street Research
Matt Niknam - Deutsche Bank
Karl Ackerman - BNP Paribas
Amit Daryanani - Evercore
Ben Bollin - Cleveland Research
Aaron Rakers - Wells Fargo
Tal Liani - Bank of America
Sebastian Naji - William Blair
Meta Marshall - Morgan Stanley
Michael Ng - Goldman Sachs
Atif Malik - Citi
Ben Reitzes - Melius Research
Tim Long - Barclays
James Fish - Piper Sandler
Ittai Kidron - Oppenheimer
Simon Leopold - Raymond James
David Vogt - UBS
Erik Suppiger - JMP Securities
Woo Jin Ho - Bloomberg
Operator
Welcome to the Third 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. [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.
Ms. Liz Stine, Arista's Director of Investor Relations, you may begin.
Liz Stine
Thank you, operator. Good afternoon, everyone, and thank you for joining us.
With me on today's call are Jayshree Ullal, Arista Networks' President and Chief Executive Officer; and Ita Brennan, Arista's Chief Financial Officer.
This afternoon, Arista Networks issued a press release announcing the results for its fiscal third quarter ending September 30, 2023. If you would like a copy of the 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 fourth quarter of the 2023 fiscal year, longer-term financial outlook for 2024 and beyond, our total addressable market and strategy for addressing these market opportunities, including AI, customer demand trends, supply chain constraints, component costs, manufacturing output, inventory management, and inflationary pressures on our business, lead time, product innovation, working capital optimization, and the benefits of acquisitions, which are subject to the risks and uncertainties that we discuss in detail in our documents filed with the SEC, specifically in our most recent Form 10-Q and Form 10-K, and which could cause actual results to differ materially from those anticipated by these statements.