Arista Networks Inc (ANET) Wells Fargo’s 9th Annual TMT Summit November 18, 2025 1:15 PM EST
Company Participants
Chantelle Breithaupt – Senior VP & CFO
Martin Hull
Conference Call Participants
Aaron Rakers – Wells Fargo Securities, LLC, Research Division
Presentation
Aaron Rakers
Wells Fargo Securities, LLC, Research Division
Well, why don’t we go ahead and get started, try and keep us on schedule here. So extremely excited to host a 35-minute discussion with the Arista team. So we’ve got Chantelle Breithaupt, and we’ve got Martin Hull, obviously, CFO, Vice President and General Manager of Cloud and AI platforms for Arista. If there’s time at the end, I might ask anybody who has a question, please raise your hand, but I’m going to jump right in. Chantelle, thank you for joining us. Martin, always good to see you.
Question-and-Answer Session
Aaron Rakers
Wells Fargo Securities, LLC, Research Division
I’m just going to start here because it came up a lot post the recent earnings. The company put up great results as expected. The debate seems to be the 2% guide, right, on the Q4. So maybe we could start by just talking a little bit and Martin jump into what you’re seeing from a supply chain component perspective, how that’s maybe affected some of the shaping and the timing of product availability. Just walk us through the puts and takes around that.
Chantelle Breithaupt
Senior VP & CFO
Good morning to those in the room and those on the webcast. So I think that I would kind of almost decouple those 2 things, Aaron, and I think it’s a great question. So thanks for bringing it up. As regard to Q4 FY ’25 and FY ’26 in general, we don’t see any constraint issues on revenue. Anything that we see in the industry, we’ve either addressed through our purchase commitments, which we
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