Juniper Networks, Inc. (NYSE:JNPR) Barclays Global Technology, Media and Telecommunications Conference Call December 11, 2019 1:30 PM ET Company Participants Kevin Hutchins - SVP Strategy & Corporate Development Conference Call Participants Tim Long - Barclays Tim Long Okay, hello everybody. Thank you for joining us here for Juniper Networks presentation. Tim Long here; IT, Hardware-cum-Equipment Analyst at Barclays. Very happy to have Kevin Hutchins here, he is a 9 or 10 years Juniper employee as SVP Strat ...

公司概况 * **公司名称**： Juniper Networks, Inc. (NYSE:JNPR) * **行业**： 网络设备 * **核心业务**： 路由器、交换机、网络安全、云基础设施 * **主要市场**： 服务提供商、云提供商、企业 核心观点和论据 * **公司定位**： Juniper Networks 是一家以创新和颠覆为核心的公司，专注于解决网络领域的高性能和安全性问题。 * **业务增长**： 公司业务涵盖服务提供商、云提供商和企业三个垂直领域，其中云提供商业务占比最高，达到 20% - 25%。 * **产品组合**： Juniper Networks 提供高性能路由器、交换机、网络安全解决方案和云基础设施软件。 * **市场地位**： Juniper Networks 在云提供商市场占据主导地位，在服务提供商市场也拥有显著的市场份额。 行业动态 * **云市场**： 云市场预计将在 2020 年恢复增长，增长率为低个位数或中个位数。 * **数据中心市场**： Juniper Networks 正在积极拓展数据中心市场，特别是 DCI 和 400G 数据中心交换机市场。 * **5G 市场**： Juniper Networks 将从 5G 市场中受益，特别是在网络安全和边缘计算领域。 其他重要内容 * **领导层变动**： 公司 CTO Bikash Koley 离职，新任 CTO Raj Jutla 加入公司。 * **软件业务**： 软件业务占公司总收入的 10% 以上，预计到 2021 年将达到 16%。 * **收购 Mist**： 公司收购 Mist，以加强其在企业无线局域网市场的竞争力。 * **白盒市场**： 白盒市场稳定，对 Juniper Networks 的产品构成较小威胁。 * **硅光子学**： Juniper Networks 正在开发硅光子学产品，以降低网络成本和功耗。 总结 Juniper Networks 是一家以创新和颠覆为核心的网络设备公司，在云提供商和服务提供商市场占据领先地位。公司正在积极拓展数据中心和 5G 市场，并致力于成为网络安全和边缘计算领域的领导者。

Juniper Networks, Inc. (NYSE:JNPR) Wells Fargo TMT Summit Broker Conference Call December 3, 2019 1:15 PM ET Company Participants Kenneth Miller - EVP, CFO & Treasurer Conference Call Participants Aaron Rakers - Wells Fargo Securities Aaron Rakers Perfect. So why don't we go ahead and get started. I'm Aaron Rakers, I'm the IT Hardware, Networking and Semiconductor Analyst here at Wells. Pleased to have with us Ken Miller, CFO at Juniper. And what we'll do is I'll open it up, I'll ask some questions and then ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐ For the transition period from_________ to_________ Commission file number: 001-34501 JUNIPER NETWORKS, INC. (Exact name of registrant as specified in its charter) Delaware 77-0422528 ( ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_________ to_________ Commission file number: 001-34501 JUNIPER NETWORKS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdicti ...

Juniper Networks, Inc. (NYSE:JNPR) Q2 2019 Earnings Conference Call July 25, 2019 5:00 PM ET Company Participants Jess Lubert - Vice President of Investor Relations Rami Rahim - Chief Executive Officer Ken Miller - Excutive Vice President and Chief Financial Officer Conference Call Participants Paul Silverstein - Cowen and Company Simon Leopold - Raymond James & Associates, Inc. Jeffrey Kvaal - Nomura Instinet John Roy - UBS Brian Yun - Deutsche Bank Rod Hall - Goldman Sachs Meta Marshall - Morgan Stanley S ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_________ to_________ Commission file number: 001-34501 JUNIPER NETWORKS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdict ...

Juniper Networks, Inc. (NYSE:JNPR) Q1 2019 Earnings Conference Call April 25, 2019 5:00 PM ET Company Participants Jess Lubert - VP, IR Rami Rahim - CEO Ken Miller - CFO Conference Call Participants Vijay Bhagavath - Deutsche Bank Jeffrey Kvaal - Nomura Ittai Kidron - Oppenheimer and Company Simon Leopold - Raymond James Paul Silverstein - Cohen Tejas Venkatesh - UBS Rod Hall - Goldman Sachs Samik Chatterjee - JPMorgan George Notter - Jefferies James Fawcett - Morgan Stanley Sami Badri - Credit Suisse Jim S ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from__________ to____________ Commission file number 001-34501 JUNIPER NETWORKS, INC. (Exact name of registrant as specified in its charter) Delaware 77-0422528 (State ...

Juniper Networks (NYSE:JNPR) Q4 2018 Earnings Conference Call January 29, 2019 5:00 PM ET Company Participants Jess Lubert - IR Rami Rahim - CEO Ken Miller - CFO Conference Call Participants Simon Leopold - Raymond James Vijay Bhagavath - Deutsche Bank Paul Silverstein - Cowen & Company Jeff Kvaal - Nomura Instinet Balaji Krishnamurthy - Goldman Sachs Tejas Venkatesh - UBS Sami Badri - Credit Suisse George Notter - Jefferies Ryan McGregor - Wolfe Research James Fish - Piper Jaffray Operator Greetings and we ...