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Juniper's Q3 Earnings Surpass Estimates Despite Lower Revenues
ZACKS· 2024-11-02 01:16
Juniper Networks, Inc. (JNPR) reported relatively healthy third-quarter 2024 results, with both bottom and top lines beating the Zacks Consensus Estimate. However, the company recorded lower revenues year over year, owing to sluggish demand for Wide Area Networking, Campus and Branch solutions.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Strong growth in cloud orders, backed by rising investment in front and back-end AI networking and growing demand for Mist systems, partially cu ...
Juniper (JNPR) Reports Q3 Earnings: What Key Metrics Have to Say
ZACKS· 2024-11-01 07:01
For the quarter ended September 2024, Juniper Networks (JNPR) reported revenue of $1.33 billion, down 4.8% over the same period last year. EPS came in at $0.48, compared to $0.60 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.27 billion, representing a surprise of +5.01%. The company delivered an EPS surprise of +9.09%, with the consensus EPS estimate being $0.44.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...
Juniper Networks (JNPR) Tops Q3 Earnings and Revenue Estimates
ZACKS· 2024-11-01 06:31
Juniper Networks (JNPR) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.60 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 9.09%. A quarter ago, it was expected that this computer network equipment maker would post earnings of $0.44 per share when it actually produced earnings of $0.31, delivering a surprise of -29.55%.Over the last f ...
Juniper Networks(JNPR) - 2024 Q3 - Quarterly Report
2024-11-01 04:36
公司并购及应对宏观经济挑战 - 公司正在与惠普企业公司(HPE)进行并购,预计将于2024年底或2025年初完成[122][124] - 公司正在积极应对全球宏观经济不确定性,包括通胀、货币政策变化和地缘政治局势动荡等因素的影响[129][132] 供应链管理和库存情况 - 公司采取了增加库存等措施来应对供应链挑战,但随着客户采取更加谨慎的支出策略,公司的库存水平和陈旧货品费用已有所下降[130][131] 公司业务概况 - 公司的客户解决方案包括校园和分支机构、数据中心以及广域网络等[118][119] - 公司提供软件即服务(SaaS)、软件订阅和其他客户服务,如维护和支持、专业服务以及教育培训项目[120] 财务表现 - 净收入同比下降5%,主要由于广域网和校园及分支机构收入下降,部分被数据中心收入增长所抵消[146] - 毛利率保持稳定在58%左右[146] - 营业利润率同比增长7%,主要由于上年同期有较高的重组成本[137] - 经营活动现金流同比下降41%,主要由于客户回款减少、恢复正常的税款支付时间以及去年一次性利率掉期收益[138] - 每股收益同比增长17%[134] - 年度经常性收入(ARR)同比增长26.4%,主要由于SaaS订阅销售强劲[140] - 应收账款周转天数(DSO)同比增加8%,主要由于产品收入下降和发票开具时间延后[141] - 递延收入总额同比增加2%,主要由于SaaS订阅和软件及相关服务的递延收入增加[142] 客户结构 - 前十大客户中有5家来自云计算领域,3家来自服务提供商领域,2家来自企业领域,其中1家位于美国境外[135] 业务板块表现 - 数据中心收入增长,主要由于云计算和企业客户需求增加,部分被服务提供商需求下降所抵消[147] - 总体净收入同比下降5%和13%,主要由于广域网和校园及分支机构收入下降,部分被数据中心和硬件维护及专业服务收入增加所抵消[150] - 数据中心收入增加主要由于云业务收入增加,但被服务提供商和企业业务收入下降所抵消[151] - 软件及相关服务收入占总收入的比重从22.4%增加到24.9%,安全产品及服务收入占比从11.4%下降到10.3%[153] - 产品毛利率从50.4%下降到49.9%,主要由于收入结构不利因素,部分被库存相关费用降低所抵消[156] - 服务毛利率从71.6%下降到71.2%,主要由于服务交付成本上升[157] 营业费用变化 - 总营业费用下降主要由于重组费用较低所致,部分被2024年发生的并购相关费用以及较高的可变薪酬所抵消[159][160] - 2024年9月30日三个月期间和2023年9月30日三个月期间相比,总营业费用下降主要由于重组费用较低所致,部分被2024年发生的并购相关费用所抵消[159] - 2024年9月30日九个月期间和2023年9月30日九个月期间相比,总营业费用下降主要由于重组费用较低、营销和人员相关支出减少以及法律和其他专业服务费用降低所致,部分被2024年发生的并购相关费用所抵消[160] 信用损失准备 - 2024年9月30日三个月期间和2023年9月30日三个月期间相比,公司未计提重大信用损失准备[161] - 2024年9月30日九个月期间,公司就私募投资的债务和可赎回优先股投资以及应收票据计提了信用损失准备[161] 其他收支和税率变化 - 2024年9月30日三个月期间和九个月期间,其他收支净额增加主要由于利息收入和投资收益增加[163] - 2024年9月30日三个月期间和九个月期间,有效税率下降主要由于一次性项目影响的变化[165] - 公司预计2024年可能会产生高达1亿美元的额外税款,主要由于研发支出的资本化和摊销要求[166] - 公司预计2024年不会产生重大全球最低税费[167] 流动性和股票回购 - 公司认为现有现金及现金等价物、短期和长期投资以及经营活动产生的现金足以满足未来至少12个月的运营、股息支付、资本支出、采购承诺和其他流动性需求[170] - 公司已暂停股票回购计划,直至并购交易完成[175]
Juniper Networks(JNPR) - 2024 Q3 - Quarterly Results
2024-11-01 04:18
财务业绩 - 公司第三季度总收入为13.31亿美元,同比下降5%,环比增长12%[3] - 第三季度GAAP营业利润率为7.1%,同比增长0.8个百分点,环比增长3.3个百分点[3] - 第三季度非GAAP营业利润率为15.0%,同比下降2.5个百分点,环比增长4.1个百分点[3] - 第三季度GAAP净利润为9260万美元,同比增长22%,环比增长172%,每股摊薄收益为0.28美元[4] - 第三季度非GAAP净利润为1.597亿美元,同比下降18%,环比增长57%,每股摊薄非GAAP收益为0.48美元[4] - 公司第三季度总收入为13.31亿美元,同比下降4.8%[18] - 公司第三季度产品收入为8.17亿美元,服务收入为5.14亿美元[18] - 公司第三季度毛利率为58.1%,同比下降3.1个百分点[18] - 公司第三季度营业利润为9410万美元,同比增长7.4%[18] - 公司第三季度净利润为9260万美元,同比增长21.6%[18] - 公司第三季度非GAAP营业利润为2亿美元,非GAAP营业利润率为15%[22] - 公司第三季度非GAAP净利润为1.60亿美元,非GAAP每股收益为0.48美元[22] - 公司第三季度营业收入为35.25亿美元,同比增长3.5%[25] 业务发展 - 公司第三季度总订单同比增长近60%,其中云客户订单强劲支持前端和后端AI网络建设[5] - 企业和运营商客户订单也实现了双位数的环比和同比增长[5] - 公司第三季度云服务收入为3.50亿美元,电信服务收入为3.89亿美元,企业收入为5.92亿美元[20] - 公司第三季度美洲地区收入为8.44亿美元,EMEA地区收入为3.02亿美元,亚太地区收入为1.85亿美元[21] 财务政策 - 公司董事会宣布派发每股0.22美元的现金股利[9] - 公司暂停股票回购计划,以符合与惠普企业的并购协议条款[9] - 公司第三季度经营活动产生的现金流量净额为5.08亿美元,同比下降41.2%[36] - 公司第三季度购买固定资产支出为8830万美元,同比减少28.8%[36] - 公司第三季度股票回购支出为1520万美元,同比减少96.2%[36] - 公司第三季度支付股利2.156亿美元,同比增加2.4%[36] - 公司第三季度研发投入为2.114亿美元,占收入比重为6.0%[36] - 公司第三季度销售及市场费用为1.314亿美元,占收入比重为3.7%[36] 公司整体表现 - 公司第三季度财务业绩超出预期,进入第四季度保持强劲势头,对长期财务前景保持乐观[6] - 公司采用非GAAP财务指标来分析和评估整体业务表现,包括营业收入、营业利润率、净利润和每股摊薄净收益[26] - 公司剔除了与收购相关的费用、其他一次性事项和股份支付相关费用等项目,以更好地反映持续经营业务的表现[28][29][30][32] - 公司现金及现金等价物为10.65亿美元,较上年同期增加3.2%[35]
Juniper's AI Solution Used by Thai Airways for Network Upgrade
ZACKS· 2024-10-30 23:35
Juniper Networks, Inc. (JNPR) recently announced that Thailand's national carrier, Thai Airways, is utilizing Juniper's AI-Native Networking Platform to upgrade its headquarters' network infrastructure. This modernization allows the airline to improve efficiency and reliability, enabling Thai Airways to offer quality experiences for operators and customers across all its services. As a prominent gateway to Asia, Thai Airways identified the need to strengthen its corporate network to support post-pandemic tr ...
Countdown to Juniper (JNPR) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS
ZACKS· 2024-10-30 22:20
Analysts on Wall Street project that Juniper Networks (JNPR) will announce quarterly earnings of $0.44 per share in its forthcoming report, representing a decline of 26.7% year over year. Revenues are projected to reach $1.27 billion, declining 9.3% from the same quarter last year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Ahead of a comp ...
JNPR Set to Report Q3 Results: Will Revenue Decline Impact Earnings?
ZACKS· 2024-10-29 00:51
Juniper Networks, Inc. (JNPR) is set to release its third-quarter 2024 results on Oct. 31, after the closing bell. The leading provider of networking solutions and communication devices is expected to report lower revenues year over year, owing to demand softness in several business segments. Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar. However, the company's focus on expanding its secure, efficient and user-friendly network management solution suite will likely have strengthene ...
JNPR to Boost NRK's Broadcasting Infrastructure: Stock to Gain?
ZACKS· 2024-10-24 00:51
Juniper Networks, Inc. (JNPR) recently announced that the Norwegian Broadcasting Corporation (“NRK”) will leverage the former’s state-of-the-art MPLS-based, automated Wide-Area Network (WAN) to transition to an IP-based network infrastructure. Being a state-owned radio and television broadcasting company in Norway, NRK serves approximately 90% of the population daily through its three national TV channels, 14 radio stations and various digital services. The network modernization initiatives were driven by t ...
Juniper Enhances JATCO's Network Infrastructure: Will the Stock Gain?
ZACKS· 2024-10-18 01:55
Juniper Networks, Inc. (JNPR) recently announced that JATCO Ltd., one of the major players in the automotive transmission industry, has selected JNPR’s AI native networking portfolio to upgrade its WiFi network. JNPR’s offerings include Mist AI, which harnesses data science and machine learning capabilities to ensure network performance optimization.JATCO has deployed Juniper AP43 and Juniper AP63 Access Points to leverage the power of Juniper purpose-built AIOps(Artificial Intelligence for IT Operations). ...