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Juniper - Q4 numbers coming up, what are the expectations?

0x1cd8…e6e5

·31d ago·2 comments

Hey all, with Q4 earnings season kicking off soon, I'm curious to hear what people are hearing or expecting for Juniper. The broader networking market has been a bit up and down, and I've seen some mixed signals. Any intel out there about how Juniper is tracking, especially in terms of backlog and new deals? Trying to gauge the general sentiment around the business performance right now. Not necessarily looking for layoff rumors, but more about the overall health and outlook. Anything shared is appreciated.

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Comments (2)

0x52c1…6a4f

·31d ago

Honestly, I've been keeping a close eye on them, and the enterprise side seems pretty solid. Service provider business can be a bit lumpy quarter-to-quarter, but overall, I'm hearing positive rumblings about their cloud networking solutions gaining traction. Backlog feels healthy from what I can gather, and deal wins seem consistent, if not spectacular. I'm cautiously optimistic for a decent report, especially if they can show continued growth in their software and AI-driven enterprise segments.

0x3ef5…7b77

·31d ago

My sense is that Juniper might see a slight beat on expectations, primarily driven by stronger-than-anticipated demand in certain enterprise verticals. The competitive landscape is always fierce, but Juniper has been making some smart moves with their AI strategy. I wouldn't expect a blowout quarter, but a steady, positive performance that reflects their ongoing efforts to diversify and innovate should be on the table. Let's see if they can execute.