☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_________ to_________ Commission file number: 001-34501 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) JUNIPER NETWORKS, INC. (Exact name of registrant as specified in its charter) Delaware 77-0422528 (Stat ...

Juniper Networks, Inc. (JNPR) reported strong first-quarter 2025 results, with both adjusted earnings and revenues surpassing the Zacks Consensus Estimate.The leading provider of networking solutions and communication devices reported revenue growth backed by solid demand in the Cloud and Enterprise verticals. Management’s strong focus on expanding its secure, efficient, and user-friendly network management solution suite is a key growth driver in the AI-driven networking market. However, weak demand in the ...

Core Insights - Juniper Networks reported revenue of $1.28 billion for Q1 2025, reflecting an 11.4% increase year-over-year and a surprise of +1.85% over the Zacks Consensus Estimate of $1.26 billion [1] - The company's EPS for the quarter was $0.43, up from $0.29 in the same quarter last year, exceeding the consensus estimate of $0.41 by +4.88% [1] Financial Performance Metrics - Wide Area Networking revenues were $407.90 million, surpassing the average estimate of $364.04 million from three analysts [4] - Data Center revenues were $177.20 million, below the average estimate of $199.49 million [4] - Service revenues reached $525.20 million, exceeding the average estimate of $496.69 million [4] - Hardware Maintenance and Professional Services revenues were $400.90 million, slightly below the average estimate of $402.60 million [4] - Product revenues totaled $755 million, compared to the average estimate of $758.15 million [4] - Campus and Branch revenues were $294.20 million, exceeding the average estimate of $274.49 million [4] - Non-GAAP Gross margin for Service was $385.30 million, above the average estimate of $362.58 million [4] - Non-GAAP Gross margin for Product was $385.40 million, below the average estimate of $400.11 million [4] Stock Performance - Juniper's shares returned +0.7% over the past month, while the Zacks S&P 500 composite experienced a -0.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Juniper Networks (JNPR) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.29 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.88%. A quarter ago, it was expected that this computer network equipment maker would post earnings of $0.58 per share when it actually produced earnings of $0.64, delivering a surprise of 10.34%.Over the last fo ...

Financial Performance - Net revenues for Q1 2025 were $1,280.2 million, representing an 11% increase year-over-year and a 9% decrease sequentially[3]. - GAAP net income was $64.1 million, a significant improvement from a net loss of $0.8 million in Q1 2024, but a decrease from $162.0 million in Q4 2024[4]. - Non-GAAP net income increased by 52% year-over-year to $147.2 million, with diluted non-GAAP earnings per share of $0.43[4]. - GAAP operating income for Q1 2025 was $89.4 million, down from $166.9 million in Q4 2024, and a loss of $14.2 million in Q1 2024[27]. - Non-GAAP operating income for Q1 2025 was $183.1 million, compared to $268.9 million in Q4 2024 and $121.3 million in Q1 2024, reflecting a decrease of 31.9% quarter-over-quarter[27]. - GAAP diluted net income per share for Q1 2025 was $0.19, compared to $0.48 in Q4 2024 and $(0.00) in Q1 2024[27]. - Non-GAAP diluted net income per share for Q1 2025 was $0.43, down from $0.64 in Q4 2024 and up from $0.29 in Q1 2024[27]. - Net income for the three months ended March 31, 2025, was $64.1 million, a significant improvement from a net loss of $0.8 million in the same period of 2024[43]. Revenue Breakdown - Total product orders rose nearly 40% year-over-year, driven by strong demand from cloud customers supporting AI initiatives[6]. - Revenue from the Cloud vertical increased to $322.4 million, up from $250.0 million in Q1 2024[23]. - The Americas region generated $810.6 million in revenue, a 22% increase from $665.5 million in Q1 2024[25]. Cash and Investments - Total cash, cash equivalents, and investments as of March 31, 2025, were $1,970.4 million, up from $1,534.9 million a year earlier[8]. - Cash and cash equivalents rose to $1,289.4 million from $1,224.3 million in the previous quarter[41]. - Cash, cash equivalents, and restricted cash at the end of the period totaled $1,300.0 million, up from $1,086.3 million year-over-year[43]. - Net cash provided by operating activities was $316.5 million, slightly down from $325.0 million year-over-year[43]. - Net cash used in investing activities was $162.6 million, an improvement from $265.5 million in the prior year[43]. Assets and Liabilities - Total assets as of March 31, 2025, were $10,088.8 million, slightly up from $10,008.0 million as of December 31, 2024[41]. - Total liabilities increased to $5,259.7 million as of March 31, 2025, compared to $5,223.8 million at the end of 2024[41]. - The company reported a decrease in accounts receivable to $918.4 million from $1,163.3 million in the previous quarter[41]. - Accounts receivable increased to $246.2 million, compared to $228.8 million in the previous year, indicating a growth in sales[43]. - Deferred revenue decreased to $74.1 million from $101.0 million, suggesting a potential decline in future revenue recognition[43]. Capital Expenditures and Expenses - Capital expenditures for Q1 2025 were $24.3 million, with depreciation and amortization expenses of $37.8 million[9]. - Payment of dividends increased to $73.4 million from $71.4 million, reflecting a commitment to returning value to shareholders[43]. - Share-based compensation expense decreased to $62.6 million from $79.9 million, indicating a reduction in stock-based compensation costs[43]. Merger and Future Guidance - The proposed merger with Hewlett Packard Enterprise is valued at approximately $14 billion, with a cash offer of $40.00 per share[2]. - The company will not provide financial guidance for 2025 due to the pending merger with HPE[11]. Investment Performance - The company reported a loss on privately-held investments of $3.3 million, a decrease from a loss of $14.3 million in the prior year[43]. - Operating lease right-of-use assets obtained in exchange for operating lease liabilities amounted to $138.1 million, up from $58.8 million in the previous year[43].

Juniper Networks, Inc. (JNPR) is set to release its first-quarter 2025 results on May 1, after the closing bell.The leading provider of networking solutions and communication devices is expected to report top-line growth year over year, driven by solid demand in multiple verticals. The company’s strong focus on AI advancement through innovation and strategic collaboration is a positive.Factors at Play in JNPR’s Q1 EarningsIn the first quarter, Juniper and IBM have extended their collaboration to augment pro ...

Core Insights - Juniper Networks has received FedRAMP Moderate-level security authorization for its Mist Government Cloud offering, enabling federal, state, and local agencies to deploy its cloud technologies securely [1][6] - The Mist Government Cloud is built on a microservices architecture, ensuring scalability, high availability, and resilience while leveraging AI and machine learning for automated networking operations [2][5] - The Marvis Virtual Network Assistant enhances the platform with natural language processing capabilities, providing proactive insights and rapid issue resolution, thus improving operational efficiency [3] Company Performance - Juniper is experiencing strong momentum in its core industry verticals, driven by investments in customer solutions and sales, leading to solid demand across end markets [4] - Recent enhancements to its AI-Native Networking Platform are expected to improve cost efficiency and network performance, positioning Juniper as a leader in the AI-driven networking market [5] - Despite these advancements, Juniper's stock has declined by 4.7% over the past year, contrasting with the industry's growth of 44.3% [7]

HAMPSHIRE, United Kingdom, April 02, 2025 (GLOBE NEWSWIRE) -- Juniper Research, the foremost experts in telecommunications market research, is proud to announce the launch of the Tech Horizon for Mobile Messaging 2025. About Juniper Research Juniper Research provides market sizing and forecasting, competitive analysis, strategic assessment, and business modelling to the world's leading operators, platforms, and vendors; enabling them to recognise today's shifting markets and seize tomorrow's opportunities. ...

Juniper Networks, Inc. (JNPR) announced that a prominent telecom operator in Saudi Arabia, the Saudi Telecom Company (stc), has opted to utilize its advanced networking solution to expand 5G infrastructure nationwide.High-performance and advanced data centers are essential components in digital transformation initiatives. To support surging data traffic and increasing workloads, operators need to significantly increase the capacity and efficiency of data centers. Juniper’s MX Series Universal Routers can ef ...

Core Viewpoint - Juniper Networks (JNPR) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system reflects changes in a company's earnings picture, which is a powerful determinant of near-term stock price movements [2][4]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in buying or selling pressure that affects stock prices [4][5]. Recent Developments for Juniper - Juniper is projected to earn $2.09 per share for the fiscal year ending December 2025, reflecting a year-over-year increase of 21.5% [8]. - Over the past three months, the Zacks Consensus Estimate for Juniper has risen by 6.5%, indicating a positive trend in earnings expectations [8]. Zacks Rank System - The Zacks Rank system classifies stocks based on earnings estimate revisions, with a proven track record of generating significant returns, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7]. - The upgrade of Juniper to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10].