Sebastien Naji

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 the shift in your business model is impacting some of your existing IP customers who also sell Arm-based CPUs in some form

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

Could you perhaps update us on your CDN product that came out of the Lilac Cloud acquisition

can you give us a sense for how much of your growth each quarter is coming from new customers?

What are you serving as an alternative to here? Are you replacing a native NVIDIA load balancer?