& cplSiteName &

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        ADD A COMMENT
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. 
Featured Video
From The Founder
Light Reading founder Steve Saunders grills Cisco's Roland Acra on how he's bringing automation to life inside the data center.
Flash Poll
Upcoming Live Events
February 26-28, 2018, Santa Clara Convention Center, CA
March 20-22, 2018, Denver Marriott Tech Center
April 4, 2018, The Westin Dallas Downtown, Dallas
May 14-17, 2018, Austin Convention Center
All Upcoming Live Events
Infographics
SmartNICs aren't just about achieving scale. They also have a major impact in reducing CAPEX and OPEX requirements.
Hot Topics
Here's Pai in Your Eye
Alan Breznick, Cable/Video Practice Leader, Light Reading, 12/11/2017
Ericsson & Samsung to Supply Verizon With Fixed 5G Gear
Dan Jones, Mobile Editor, 12/11/2017
Verizon's New Fios TV Is No More
Mari Silbey, Senior Editor, Cable/Video, 12/12/2017
The Anatomy of Automation: Q&A With Cisco's Roland Acra
Steve Saunders, Founder, Light Reading, 12/7/2017
Eurobites: Ericsson Restates Its Financials, Warns of Impairment Charges
Paul Rainford, Assistant Editor, Europe, 12/8/2017
Animals with Phones
Don't Fall Asleep on the Job! Click Here
Live Digital Audio

Understanding the full experience of women in technology requires starting at the collegiate level (or sooner) and studying the technologies women are involved with, company cultures they're part of and personal experiences of individuals.

During this WiC radio show, we will talk with Nicole Engelbert, the director of Research & Analysis for Ovum Technology and a 23-year telecom industry veteran, about her experiences and perspectives on women in tech. Engelbert covers infrastructure, applications and industries for Ovum, but she is also involved in the research firm's higher education team and has helped colleges and universities globally leverage technology as a strategy for improving recruitment, retention and graduation performance.

She will share her unique insight into the collegiate level, where women pursuing engineering and STEM-related degrees is dwindling. Engelbert will also reveal new, original Ovum research on the topics of artificial intelligence, the Internet of Things, security and augmented reality, as well as discuss what each of those technologies might mean for women in our field. As always, we'll also leave plenty of time to answer all your questions live on the air and chat board.

Like Us on Facebook
Twitter Feed