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Juniper's Q1 Hints at Next Steps in Op Plan

Dan O'Shea
4/21/2014
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Juniper Networks is set to report first-quarter earnings Tuesday after the market close in what will be its first earnings call since the company announced its Integrated Operating Plan (IoP) to appease investors and spark growth.

Michael Genovese, managing director at MKM Partners , wrote in a recent research note that he expects Juniper Networks Inc. (NYSE: JNPR) to "meet or slightly beat" estimates for the quarter.

The vendor did beat estimates for the fourth quarter, though it also came under pressure during that quarter from activist investor Elliot Management just as former Verizon Communications Inc. (NYSE: VZ) executive Sheygan Kheradpir took the reins as CEO of Juniper.

Kheradpir's IoP, announced in February, was enough to placate Elliott. As part of that plan, Juniper recently said it would cut its workforce by about 500 employees and terminate its application delivery controller efforts. (See Juniper Bows to Investor Pressure, Refocuses, Investor to Juniper: 'You Suck', and Juniper Cuts Headcount by 6%, Axes ADC .)

Here are some of the significant points worth listening for during the earnings call tomorrow.

  • Further operating plan actions: The company said some weeks ago that it was planning to discuss facility consolidations and other aspects of the plan during its first-quarter earnings call.
  • Juniper's service provider revenue: Specifically, we should listen for comments about orders and revenue related to its MX Series router equipment, which the company upgraded last year, along with the introduction of its MetaFabric for data centers. (See Juniper Cards Pack Power Boost and SDN Middleman: A Second Look at Juniper's MetaFabric.)
  • Activities to protect Juniper's gear from the Heartbleed bug: The company, like many other vendors, has been assessing the vulnerability of its equipment, and it recently issued a customer advisory on the matter. (See Cisco, Juniper Treating Gear Against Potential Heartbleed.)

— Dan O'Shea, Managing Editor, Light Reading

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DOShea
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DOShea,
User Rank: Blogger
4/21/2014 | 10:47:03 PM
Re: SDN/NFV
Yeah, the financial folks on the call may not ask about things like Juniper's relationship with OpenDaylight, such as it is, but they are starting to get more interested in things like SDN-related orders and contracts, especially where the company can offer any details.
DOShea
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DOShea,
User Rank: Blogger
4/21/2014 | 10:44:10 PM
Re: Partnerships
It doesn't directly focus on partnerships. It's more internally focused for the most part, on things like greater operational efficiency. But, it's also an effort to get the organization more focused on "high growth opportunities," as vague as that sounds. So, they could meet some of those opportunities via more partnerships. So, indirectly, the answer is maybe.
Atlantis-dude
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Atlantis-dude,
User Rank: Light Sabre
4/21/2014 | 7:04:48 PM
Partnerships
Does the IoP touch upon partnerships ?
Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
4/21/2014 | 6:53:55 PM
SDN/NFV
I'll be curious to see what Juniper has to say about SDN and NFV. But I'm the SDN/NFV guy so of course I'm curious about that. 
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