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could you to the demand process you are seeing for front end
How should we think about your market opportunity between disaggregated scheduled fabrics versus nonscheduled fabrics
would you expect that all four cloud providers would adopt Arista switches for back-end deployments in 2026
How do you see the general cadence of hyperscalers deploying 800 gig switch ports this year
Could you discuss the outlook for services relative to your outlook for March and the full-year
Could you speak to the supply chain resiliency and visibility you have with your key material suppliers, particularly co-ops as you not only support your existing customer programs
have you completely converted your top 10,000 accounts from vSphere to the entire vSphere Cloud Foundation virtualization stack
how important is demand adoption for co-packaged optics in achieving this 5 to 10x higher content for scale-up networks?
can you talk about the order rates you are seeing for your 51 terabit and 100 terabit data center switch portfolio
could you speak to the order rates and new product demand traction of your security portfolio
how much of the incremental $1 billion in revenue in fiscal 2026 is coming from an earlier than expected enterprise campus refresh
have you been able to secure enough capacity are you constrained in any way from fulfilling a doubling of AI orders
could discuss whether Silicon One can represent half your switch ASICs in the next three years
I was hoping you could rank all of the segments that give you the most conviction in hitting the target
when might Silicon One offer co-packaged optics solutions as you seek to broaden your data center switch offering
I was hoping you could quantify your AI orders for enterprise at our incremental to the $1 billion of order target
Is the greater visibility and support of your April core outlook from enterprises and even telco operators, coming from just a return to normal order patterns or lead times extending