Juniper Networks(JNPR)
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Juniper Networks(JNPR) - 2020 Q2 - Quarterly Report
2020-08-04 20:26
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 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 JUNIPER NETWORKS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdicti ...
Juniper Networks(JNPR) - 2020 Q2 - Earnings Call Transcript
2020-07-29 03:38
Juniper Networks, Inc. (NYSE:JNPR) Q2 2020 Results Earnings Conference Call July 28, 2020 5:00 PM ET Company Participants Jess Lubert - Vice President, Head of Investor Relations Rami Rahim - Chief Executive Officer Ken Miller - Executive Vice President, Chief Financial Officer Conference Call Participants Rod Hall - Goldman Sachs Tim Long - Barclays Alex Henderson - Needham Ittai Kidron - Oppenheimer George Notter - Jefferies Samik Chatterjee - JPMorgan Tal Liani - Bank of America Simon Leopold - Raymond J ...
Juniper Networks, Inc. (JNPR) Management Presents at Wells Fargo Securities 2020 Virtual 5G Forum (Transcript)
2020-06-18 19:29
Juniper Networks, Inc. (NYSE:JNPR) 5G Forum Summary Industry Overview - The discussion centers around the 5G telecommunications industry and Juniper Networks' role within it, particularly in the context of ongoing developments and strategic partnerships in the sector [1][3]. Core Insights and Arguments - **5G Momentum**: There is a clear indication that momentum for 5G is building, even amidst the COVID-19 pandemic, highlighting the strategic importance of network investments [4][6]. - **Spectrum Auctions**: Upcoming spectrum auctions, including the CBRS auction and mid-band auction, are seen as positive indicators for 5G deployment [5][6]. - **Government Engagement**: Increased government engagement in 5G initiatives, such as the Open RAN bill in the U.S. and similar efforts in Europe, is noted as a positive development [5][6]. - **5G Architecture**: The transition to a fully software-based architecture is emphasized, with a focus on virtualizing services and separating control and user planes, which presents significant opportunities for Juniper [8][9]. - **Capacity Expansion**: The expectation of capacity expansion in the IP Edge and core networks is projected to take effect in 2021-2022, driven by radio upgrades and densification [10][11]. - **TAM Expansion**: The transition to 5G is expected to create a significant Total Addressable Market (TAM) expansion opportunity for Juniper, particularly in areas like Metro and fiber densification [10][11][12]. - **Standalone 5G**: The shift from non-standalone to fully standalone 5G infrastructure is anticipated to drive increased demand for bandwidth and new applications [15][16]. Strategic Partnerships - **StarCraft Partnership**: Juniper's collaboration with StarCraft is aimed at enhancing edge computing capabilities and providing a cloud-agnostic solution for carriers, which is crucial for the telco cloud transition [17][19][22]. - **Ericsson Collaboration**: Juniper has a longstanding partnership with Ericsson, which has been deepened to focus on 5G, resulting in joint customer wins and a collaborative access and aggregation portfolio [26][27]. Diversification and Market Strategy - **Service Provider Focus**: Juniper is diversifying its market focus within the service provider space, aiming to expand its presence in Tier 2 and Tier 3 markets while leveraging its strengths in routing and data center solutions [28][30]. - **SD-WAN Adoption**: The company sees significant opportunities in SD-WAN adoption among telecom service providers, particularly as managed service provider-led deployments are increasing [31][34]. Additional Insights - **Automation and Security**: The transition to 5G will require more automation and enhanced security measures due to increased ingress and egress points in the network [11][36]. - **Investment Priorities**: Juniper's investment priorities remain focused on virtualizing network services, telco cloud, automation, and security, with a concerted effort to engage Tier 2 and Tier 3 service providers [36]. This summary encapsulates the key points discussed during the Juniper Networks session at the Wells Fargo 5G Forum, highlighting the company's strategic positioning and outlook in the evolving 5G landscape.
Juniper Networks, Inc.'s (JNPR) Management Presents at Bank of America Global Technology Conference (Transcript)
2020-06-03 23:09
Juniper Networks, Inc. (NYSE:JNPR) Credit Suisse Technology Conference June 3, 2020 12:15 PM ET Executives Ken Miller - Chief Financial Officer Manoj Leelanivas - Executive Vice President, Chief Product Officer Analysts Tal Liani - Bank of America Merrill Lynch Tal Liani Hi. Great afternoon. Thank you very much for joining us. Now, the next speaker we are going to talk with, Ken Miller, the CFO of Juniper, which I have prepared a long list of questions. Hopefully I can cover them all. As you know, I have be ...
Juniper Networks, Inc. (JNPR) CEO Rami Rahim Presents at 48th Annual Cowen and Company 2020 Virtual Technology, Media & Telecom Conference (Transcript)
2020-05-28 22:42
Juniper Networks, Inc. (NYSE:JNPR) 48th Annual Cowen and Company 2020 Virtual Technology, Media & Telecom Conference May 28, 2020 1:50 PM ET Company Participants Rami Rahim - Chief Executive Officer Jess Lubert - Head of Investor Relations Conference Call Participants Paul Silverstein - Cowen & Company Paul Silverstein Good afternoon everyone. It's Paul Silverstein, Senior Analyst, Networking and Communications Equipment at Cowen. It is my pleasure to have with us Juniper Networks' CEO, Rami Rahim; and Head ...
Juniper Networks(JNPR) - 2020 Q1 - Quarterly Report
2020-05-05 20:22
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 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 JUNIPER NETWORKS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdict ...
Juniper Networks(JNPR) - 2020 Q1 - Earnings Call Transcript
2020-04-29 03:55
Juniper Networks, Inc. (NYSE:JNPR) Q1 2020 Earnings Conference Call April 28, 2020 5:00 PM ET CompanyParticipants Jess Lubert - Vice President, Investor Relations Rami Rahim - CEO Ken Miller - EVP, Chief Financial Officer Conference Call Participants Samik Chatterjee - JPMorgan Simon Leopold - Raymond James Paul Silverstein - Cowen Ittai Kidron - Oppenheimer & Company Tal Liani - Bank of America Tim Long - Barclays Alex Henderson - Needham Rod Hall - Goldman Sachs Meta Marshall - Morgan Stanley Amit Daryana ...
Juniper Networks(JNPR) - 2019 Q4 - Annual Report
2020-02-20 21:35
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 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 JUNIPER NETWORKS, INC. (Exact name of registrant as specified in its charter) Delaware 77-0422528 (State ...
Juniper Networks(JNPR) - 2019 Q4 - Earnings Call Transcript
2020-01-28 05:10
Juniper Networks, Inc. (NYSE:JNPR) Q4 2019 Earnings Conference Call January 27, 2020 5:00 PM ET Company Participants Jess Lubert - Vice President, Investor Relations Rami Rahim - Chief Executive Officer Ken Miller - Chief Financial Officer Conference Call Participants Ittai Kidron - Oppenheimer & Company Amit Daryanani - Evercore Samik Chatterjee - JPMorgan Simon Leopold - Raymond James Aaron Rakers - Wells Fargo Jeff Kvaal - Nomura Alex Henderson - Needham Ashwin Kesireddy - Goldman Sachs Meta Marshall - M ...
Juniper Networks, Inc. (JNPR) Management Presents at Raymond James Technology Investors Conference (Transcript)
2019-12-11 03:00
Juniper Networks, Inc. (NYSE:JNPR) Raymond James Technology Investors Conference Call December 10, 2019 4:10 PM ET Company Participants Ken Miller - EVP & CFO Jess Lubert - VP, IR Conference Call Participants Simon Leopold - Raymond James Simon Leopold Folks, thank you for joining us. Always exciting to get a good crowd when it's after 4 and the markets closed, it's a good sign. So, we must have an exciting session coming up, and we do. My name is Simon Leopold, Data Infrastructure Analyst, here at Raymond ...