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.
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, 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.
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