Juniper Networks, Inc. (JNPR) , the leading provider of networking solutions and communication devices, reported lower-than-expected second-quarter 2024 results. Non-GAAP earnings of 31 cents per share missed the Zacks Consensus Estimate by 29.55%. The company recorded non-GAAP earnings of 58 cents in the year-ago quarter.Non-GAAP revenues of $1.189 billion fell short of the Zacks Consensus Estimate by $46 million. The figure decreased 17% year over year, while it increased 4% sequentially.The financial res ...

公司业务及产品 - Juniper Networks 设计、开发和销售高性能网络产品和服务，帮助客户构建可扩展、可靠、安全且具有成本效益的网络，通过自动化实现敏捷性和提高运营效率[163] - Juniper Networks 的产品包括校园和分支、数据中心和广域网络解决方案，以及连接安全产品[164] - 在数据中心领域，Juniper Networks 提供 QFX 交换产品线和 Juniper Apstra，以及针对服务提供商、云和企业的高端安全产品组合[166] 财务表现 - Juniper Networks 在2024年第二季度净收入为11.896亿美元，同比下降17%；毛利为6.885亿美元，同比下降15%；运营收入为4.5亿美元，同比下降68%；净利润为3.41亿美元，同比增长40%[181] - 产品净收入在2024年6月30日的三个月和六个月内与2023年同期相比均有所下降，主要是由于销售量减少所致[186] - 年度重复收入（ARR）在2024年6月30日为4.24亿美元，较2023年同期的3.18亿美元增长，主要是由于SaaS订阅销售强劲[192] - 2024年软件及相关服务收入为301.9亿美元，较2023年下降5%，占净收入的比例为25.4%[206] - 2024年产品毛利为32.5亿美元，较2023年下降34%，产品毛利率为47.7%[209] - 2024年服务毛利为36.35亿美元，较2023年增长13%，服务毛利率为71.5%[209] - 总运营费用在2024年下降4%，占净收入的比例为54.1%[216] 税务及资本 - 公司在2024年前半年支付了约1.884亿美元的税款，预计还将支付最多1.3亿美元的额外税款[239] - 2024年，公司预计根据税收法案，研发支出的资本化和摊销将导致最多1.3亿美元的额外现金税款[232] - 公司不预计在2024年承担重大的全球最低税[233] - 公司计划继续从美国以外的地区汇回大量现金，用于业务投资和向股东返还资本[234] - 公司相信现有的现金、短期和长期投资、运营现金流以及循环信贷额度将足以支持未来至少12个月的运营和资本需求[235] 其他收入及费用 - 利息收入在2024年增长43%，达到16.7亿美元[225] - 其他收入（费用）在2024年增长N/M，达到1.3亿美元[225] - 所得税费用在2024年下降28%，达到10.8亿美元，有效税率为23.0%[229]

Juniper Networks, Inc. (JNPR) reported soft second-quarter 2024 results, with both the bottom and top lines missing the respective Zacks Consensus Estimate. The company recorded lower revenues year over year, owing to sluggish demand for Wide Area Networking solutions. Strong growth in cloud orders and growing demand for Mist systems partially cushioned the top line.Net IncomeOn a GAAP basis, net income in the second quarter was $34.1 million or 10 cents per share compared with $24.4 million or 7 cents per ...

Paul Bradbury/OJO Images via Getty Images Investment Thesis Juniper Networks (NYSE:JNPR) is about to be acquired for $40 per share, in an all-cash transaction. However, if this acquisition were to fall through for whatever reason, investors are taking on way too much risk by sticking around here. As it stands, Juniper's intrinsic prospects are decreasing at a faster pace than many realised. And likely faster than Hewlett Packard Enterprise (HPE) realized too. Indeed, from Juniper's preliminary Q2 2024 r ...

Juniper Networks (JNPR) reported $1.19 billion in revenue for the quarter ended June 2024, representing a year-over-year decline of 16.8%. EPS of $0.31 for the same period compares to $0.58 a year ago.The reported revenue represents a surprise of -3.73% over the Zacks Consensus Estimate of $1.24 billion. With the consensus EPS estimate being $0.44, the EPS surprise was -29.55%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Str ...

Juniper Networks (JNPR) came out with quarterly earnings of $0.31 per share, missing the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.58 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -29.55%. A quarter ago, it was expected that this computer network equipment maker would post earnings of $0.39 per share when it actually produced earnings of $0.29, delivering a surprise of -25.64%.Over the last ...

财务业绩 - 公司第二季度净收入为11.896亿美元，同比下降17%，环比增长4%[5] - 公司第二季度GAAP营业利润率为3.8%，同比下降6.1个百分点，环比增长5个百分点[6] - 公司第二季度非GAAP营业利润率为10.9%，同比下降6个百分点，环比增加0.3个百分点[7] - 公司第二季度GAAP净利润为3410万美元，同比增长40%[8] - 公司第二季度非GAAP净利润为1.016亿美元，同比下降46%，环比增长5%[9] - 2024年第二季度公司GAAP营业利润为4500万美元，非GAAP营业利润为1.297亿美元，非GAAP营业利润率为10.9%[35] - 2024年第二季度公司GAAP净利润为3410万美元，非GAAP净利润为1.016亿美元[36] - 2024年第二季度公司GAAP每股摊薄收益为0.10美元，非GAAP每股摊薄收益为0.31美元[37][38] 现金流和资产负债 - 公司第二季度经营活动现金流为-890万美元，上年同期为3.43亿美元[14] - 公司上半年经营活动产生的现金流为3.161亿美元，同比下降40.8%[53] - 公司上半年购买可供出售债务证券支付3.915亿美元[53] - 公司上半年回购并注销普通股1.46百万美元[53] - 公司上半年支付股息1.429亿美元[53] - 公司总负债为50.258亿美元，其中流动负债为21.04亿美元，长期负债为29.218亿美元[51] - 公司总股东权益为44.927亿美元[51] 业务表现 - 公司第二季度来自云客户的订单同比和环比均实现双位数增长，企业需求也好于预期[11] - 公司将从2024年第一季度开始对客户解决方案收入类别进行名称变更，包括:1) 自动化广域网解决方案更名为广域网络,2) 云就绪数据中心更名为数据中心,3) AI驱动企业更名为校园和分支机构[31] - 2024年第二季度和上半年公司各业务线收入情况,其中云业务收入分别为2.679亿美元和5.179亿美元,服务提供商业务收入分别为3.671亿美元和7.49亿美元,企业业务收入分别为5.546亿美元和10.716亿美元[32] - 2024年第二季度和上半年公司各地区收入情况,其中美洲地区收入分别为7.14亿美元和13.795亿美元,EMEA地区收入分别为2.964亿美元和6.075亿美元,亚太地区收入分别为1.792亿美元和3.515亿美元[33] 其他 - 公司董事会宣布派发每股0.22美元的现金股利[17] - 由于与惠普企业的并购交易正在进行中，公司不会提供2024年的财务指引[19] - 公司表示对长期财务前景保持乐观[12] - 公司剔除了一次性税收利益1900万美元，以及与收购相关的费用等非经常性项目对财务报表的影响[39] - 公司提供了非GAAP财务指标，以更好地反映公司的持续经营业绩[40][41][42][43][44][45][46][47][48] - 公司上半年净收入为33.3百万美元，同比下降69.6%[53] - 公司上半年研发费用为1.412亿美元，占营收的13.6%[53] - 公司上半年折旧和摊销费用为0.822亿美元[53] - 公司上半年存货减少0.065亿美元[53]

Juniper Networks, Inc. (JNPR) is set to release its second-quarter 2024 results on Jul 25, after the closing bell. The leading provider of networking solutions and communication devices is expected to report lower revenues year over year, owing to weakness in several business segments. However, the company’s focus on expanding its secure, efficient and user-friendly network management solution suite will likely have strengthened prospects in the AI-driven networking market. Healthy demand for hardware maint ...

Juniper Networks, Inc. (JNPR) recently announced that Telxius, a leading global connectivity provider, has opted to leverage Juniper Converged Optical Routing Architecture (CORA) and PTX Series Packet Transport Routers to upgrade its network infrastructure. Telxius is aiming to scale its core and edge network infrastructure to 400G, thereby enhancing network capacity and boosting connectivity to metro networks and data center interconnects.With the growing digital economy, there is an increasing proliferati ...

Juniper Networks, Inc. (JNPR) recently announced the launch of a comprehensive multi-vendor lab under its Ops4AI (operations for AI) initiatives that efficiently validate end-to-end AI data center solutions and enhance AI workload management with an open and versatile infrastructure.AI-native data centers are still in their early adoption phase, with many major enterprises across industries yet to incorporate them. Traditionally, to deploy and manage these complex systems, enterprises often opt for vertical ...