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Where do you think you make the most progress as we go into 2026? Is it geographic expansion
could you maybe comment on what you're seeing on more of that traditional cloud titan demand and whether that's trending ahead of expectations
does Arista's opportunity differ across these two chip types? And is there one approach that would maybe pull in more Arista versus the other
How do you feel about Arm's strategic positioning with respect to these AI deals?
whether some of the loosen GPU export controls we've seen here over the last month could drive a more meaningful contribution from Arm China
could you help us maybe understand the structure of this deal and whether this was more of a one-off
what your expectations are for Ethernet and scale-up going forward. And if we should expect new Silicon One announcements
could we see, for example, outside strength in Meraki and slower demand for Catalyst or vice versa
Can you maybe just comment on whether you see white box eating up a big part of the spending pie