Could Arista Networks Become a Software Company?

Brian Withers and Brian Feroldi, The Motley Fool
·4 min read

With its cloud-titan customers pulling back on spending, Arista Networks (NYSE: ANET) stock has trailed the S&P 500 over the last three years. On a Fool Live episode recorded on March 31, Fool contributors Brian Feroldi and Brian Withers discuss the company's recent earnings, an important acquisition, and whether the company could become a software company over time.