Light Reading
Juniper Networks prepares to report first-quarter financial results Tuesday as its Integrated Operating Plan proceeds.

Juniper's Q1 Hints at Next Steps in Op Plan

Dan O'Shea
4/21/2014
50%
50%

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

(4)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View
DOShea
50%
50%
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
50%
50%
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
50%
50%
Atlantis-dude,
User Rank: Light Sabre
4/21/2014 | 7:04:48 PM
Partnerships
Does the IoP touch upon partnerships ?
FakeMitchWagner
50%
50%
FakeMitchWagner,
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. 
Flash Poll
LRTV Documentaries
Sprint's Network Evolution

7|24|14   |   14:59   |   (0) comments


Sprint's Jay Bluhm gives a keynote speech at the Big Telecom Event (BTE) about Sprint's network and services evolution strategy, including Spark.
LRTV Documentaries
BTE Keynote: The Software-Defined Operator

7|24|14   |   18:43   |   (1) comment


Deutsche Telekom's Axel Clauberg explains the concept of the software-defined operator to the Big Telecom Event (BTE) crowd.
Light Reedy
Numbers Are In: LR's 2014 Salary Survey

7|24|14   |   1:25   |   (6) comments


Our fourth annual Salary Survey paints a picture of who's hiring, firing, earning, and yearning for a change in the telecom industry.
LRTV Custom TV
Driving the Network Transformation

7|23|14   |   4:29   |   (0) comments


Intel's Sandra Rivera discusses network transformation and how Intel technologies, programs, and standards body efforts have helped the industry migration to SDN and NFV.
LRTV Custom TV
Distributed NFV-Based Business Services by RAD

7|18|14   |   5:38   |   (0) comments


With the ETSI-approved Distributed NFV PoC running in the background, RAD's CEO, Dror Bin, talks about why D-NFV makes compelling sense for service providers, and about the dollars and cents RAD is putting behind D-NFV.
LRTV Custom TV
MRV Accelerating Packet Optical Convergence

7|15|14   |   6:06   |   (0) comments


Giving you network insight to make your network smarter.
LRTV Custom TV
NFV-Enabled Ethernet for Generating New Revenues

7|15|14   |   5:49   |   (0) comments


Cyan's Planet Orchestrate allows service providers and their end-customers to activate software-based capabilities such as firewalls and encryption on top of existing Ethernet services in just minutes.
LRTV Custom TV
Symkloud NVF-Ready Video Transcoding, Big Data

7|9|14   |   3:41   |   (0) comments


Kontron and ISV partner Vantrix demonstrate high-performance video transcoding and data analytic solutions on same 2U standard platform that is ready for SDN and NFV deployments made by mobile, cable and cloud operators.
LRTV Huawei Video Resource Center
The Evolving Role of Hybrid Video for Competitive Success

7|4|14   |   4:09   |   (0) comments


At Huawei's Global Analysts Summit in Shenzhen, China, Steven C. Hawley from TV Strategies speaks to us about the evolving role of hybrid video for competitive success.
LRTV Huawei Video Resource Center
How CSPs Leverage Big Data in the Digital Economy

7|4|14   |   4:48   |   (2) comments


Justin van der Lande from Analysys Mason shares with us his views on how telecom operators can leverage customer asset monetization with big data. His discusses the current status of big data applications and the challenges and opportunities for telecom operators in the digital economy era.
LRTV Huawei Video Resource Center
Accelerator for Digital Business Future Oriented BSS

7|4|14   |   3:08   |   (0) comments


Mobile and internet are becoming intertwined; IT and CT are integrating; and leading CSPs have begun to transform to information service and entertainment providers. How should the BSS system evolve to enable this transformation? Karl Whitelock, an analyst at Frost & Sullivan, shares his views.
LRTV Huawei Video Resource Center
Orange Tunisia Discusses Multi-Band Antenna With EasyRET Solution

7|4|14   |   2:45   |   (0) comments


As new site acquisition becomes more difficult, Orange Tunisia has requested multi-band antenna to support UMTS and LTE innovation. Some things considered include reducing the cost of antenna maintenance and having high reliability antenna and EasyRET solution.
Upcoming Live Events!!
September 16, 2014, Santa Clara, CA
September 16, 2014, Santa Clara, CA
October 29, 2014, New York City
November 6, 2014, Santa Clara
November 11, 2014, Atlanta, GA
December 9-10, 2014, Reykjavik, Iceland
June 9-10, 2015, Chicago, IL
Infographics
Packet Design asks network professionals how they handle the cloud, SDN, and network management.
Today's Cartoon
Vacation Special Caption Competition Click Here
Latest Comment
Hot Topics
The Municipal Menace?
Jason Meyers, Senior Editor, Utility Communications/IoT, 7/22/2014
Cisco Puts a Fog Over IoT
Sarah Reedy, Senior Editor, 7/23/2014
Apple Earnings: Strong iPhone Sales, iPad Sales Slump, $7.8B Profit
Mitch Wagner, West Coast Bureau Chief, Light Reading, 7/22/2014
Salary Survey Report 2014
Sarah Reedy, Senior Editor, 7/23/2014
Facebook: 30% of Users Are Mobile-Only
Mitch Wagner, West Coast Bureau Chief, Light Reading, 7/24/2014
Like Us on Facebook
Twitter Feed