Arista's Approach to Secure Observability

58 ARISTA Balance Sheet & Cash Conversion Cycle $4,000 Cash, Cash Equivalents & Marketable Securities AR AR and DSO $1,000 DSO 67 67 75 $3,500 $3,000 $800 58 51 51 60 $2,500 $600 45 45 $2,000 $400 $1,500 30 $1,000 Millions $500 3,408 3,424 2,902 2,980 3,024 Millions $0 Q4'21 Q1'22 Q2'22 Q3'22 Q4'22 $200 15 517 649 586 652 923 $0 0 Q4'21 Q1'22 Q2'22 Q3'22 Q4'22 Inventory and Turns Cash Conversion Cycle $1,400 4.0 300 Inventory 259 Turns $1,200 3.5 250 221 3.0 206 205 $1,000 180 200 2.5 $800 1.9 1.7 1.7 1.7 1.6 2.0 150 $600 1.5 100 $400 1.0 Millions 50 $200 0.5 650 694 853 1,101 1,290 Days $0 0.0 Q4'21 Q1'22 Q2'22 Q3'22 Q4'22 Q4'21 Q1'22 Q2'22 Q3'22 Q4'22 Copyright Arista 2023. All rights reserved.

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