Light Reading

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 ?
Mitch Wagner
50%
50%
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. 
Flash Poll
From The Founder
Networks of the future will rely on "white box" switches and servers rather than proprietary hardware and that's going to alter the shape of the communications industry. Who says so? John Chambers.
LRTV Huawei Video Resource Center
eLTE Rapid Meets the Need for Speed

3|26|15   |   4:45   |   (0) comments


Designed especially for emergency and dedicated ad hoc local mobile communications coverage, Huawei's eLTE Rapid solution can deliver trunked voice, video and data coverage for multiple users over a 6km range and be set up in just 15 minutes, explains Huawei's Norman Frisch.
LRTV Huawei Video Resource Center
On Videos: Challenges & Opportunities

3|26|15   |   5:56   |   (0) comments


Most everything is now connected. And along with 4K and 4G technologies, everyone could be creating and broadcasting video contents. Users are expecting better video experience with any screen, anywhere and anytime. Operators will meet new challenges, but also see some big opportunities.
LRTV Custom TV
JDSU: Delivering Dynamic Networks for a Personalized Experience

3|26|15   |   5:59   |   (0) comments


Light Reading speaks to JDSU at Mobile World Congress 2015 about new solutions in the areas of HetNets, VoLTE, backhaul, virtualization, big data analytics, and real-time intelligence.
LRTV Custom TV
Smarter Service Chaining & New Ways to Benefit From Qosmos Technology

3|25|15   |   03:11   |   (0) comments


David Le Goff, director of strategic and product marketing at Qosmos, explains how the company has added application awareness to subscriber information to make service chaining more efficient and reduce costs for networking and infrastructure. In addition, Qosmos technology, which has been delivered as C libraries, is now also available as a virtual machine, ...
Between the CEOs
Qosmos CEO: The Changing Face of DPI

3|24|15   |   13:53   |   (0) comments


LR CEO and Founder Steve Saunders sits down with the head of Qosmos to talk about the changing state of the art in deep packet inspection technology, including its role in SDN and NFV architectures. Also, how the comms market is becoming more like the automotive industry.
LRTV Huawei Video Resource Center
FC Schalke Scores With Its Agile Stadium

3|24|15   |   6:23   |   (0) comments


Top German soccer club FC Schalke 04 has deployed a new, agile WiFi network from Huawei in its Veltins-Arena stadium and is reaping the benefits in terms of customer satisfaction and business opportunities, explains marketing chief Alexander Jobst.
LRTV Huawei Video Resource Center
Huawei’s Insights on Mobile Video

3|24|15   |   7:51   |   (0) comments


More people than ever are now watching videos on smartphones. Seventy percent of mobile traffic will be video traffic until 2018. In this video, Huawei's exports give their insights on mobile video in terms of business model, network planning and 4G network construction.
LRTV Documentaries
The Rise of Industry 4.0

3|24|15   |   02:26   |   (8) comments


Are you ready for the fourth industrial revolution? It's a big deal for influential operators such as Deutsche Telekom.
LRTV Huawei Video Resource Center
Getting Connected With eLTE

3|23|15   |   06:04   |   (0) comments


Trunked radio communications have entered the 4G LTE world, and with Huawei's eLTE solution, can now deliver a full range of data and video services as well as push-to-talk voice, explains Huawei's Norman Frisch.
LRTV Huawei Video Resource Center
Funkwerk’s on Track With Huawei

3|19|15   |   3:23   |   (0) comments


GSM-R technology specialist Funkwerk and Huawei have forged a partnership that is benefiting both parties, notes Funkwerk's Gottfried Winter.
LRTV Documentaries
How EANTC Tested Cisco's Virtualization Solutions

3|18|15   |   5:49   |   (0) comments


Carsten Rossenhövel, managing director of independent test lab EANTC, tells Light Reading founder and CEO Steve Saunders about the innovative approach his team had to take when validating Cisco's service provider virtualization and cloud solutions.
LRTV Huawei Video Resource Center
Converged Communications: Working Simply & Smartly

3|17|15   |   03.24   |   (0) comments


Edwin Diender, CTO of Huawei's Enterprise Switch & Communications division, outlines the four main pillars of Huawei's unified communications portfolio and explains how the addition of 4K video capabilities has helped Huawei develop a groundbreaking videoconferencing solution.
Upcoming Live Events
April 14, 2015, The Westin Times Square, New York City, NY
May 5, 2015, Hyatt McCormick Place, Chicago, IL
May 6, 2015, Georgia World Congress, Atlanta, GA
May 12, 2015, Grand Hyatt, Denver, CO
May 13-14, 2015, The Westin Peachtree, Atlanta, GA
June 8, 2015, Chicago, IL
June 9-10, 2015, Chicago, IL
June 9, 2015, Chicago, IL
June 10, 2015, Chicago, IL
All Upcoming Live Events
Infographics
Hot Topics
Women in Tech Coming Into Focus
Sarah Thomas, Editorial Operations Director, 3/20/2015
Will Open Source Groups Keep Windows Open?
Carol Wilson, Editor-at-large, 3/20/2015
Google Hires Wall Street's Most Influential Woman as CFO
Dan Jones, Mobile Editor, 3/24/2015
The Rise of Industry 4.0
Ray Le Maistre, Editor-in-chief, 3/24/2015
Net Neutrality Suits: Only The Beginning?
Alan Breznick, Cable/Video Practice Leader, 3/24/2015
Like Us on Facebook
Twitter Feed
Webinar Archive
BETWEEN THE CEOs - Executive Interviews
LR CEO and Founder Steve Saunders sits down with the head of Qosmos to talk about the changing state of the art in deep packet inspection technology, including its role in SDN and NFV architectures.
Chattanooga’s EPB publicly owned utility comms company has become a poster child for how to enable a local economy using next-gen networking technology. Steve Saunders, Founder of Light Reading, sits down with Harold DePriest, president and CEO of EPB, to learn how EPB is bringing big time tech to small town America.
Cats with Phones
More Is More Click Here
T-Mobile's Buy One Get One Free deal was too much for Fluffy to pass up. He decided more was more.
Latest Comment