Juniper Networks Inc
Can Cisco’s Switching and Routing Revenue Continue to Fall?
Cisco Systems’ (CSCO) Switching business revenue has fallen 4.0% YoY (year-over-year) to $10.5 billion in the first nine months of fiscal 2017.
What to Expect from Ericsson in 2Q17
Ericsson (ERIC) is expected to announce its 2Q17 results on July 18, 2017. Analysts expect Ericsson to post revenue of $5.7 billion with a low estimate of $5.6 billion and a high estimate of $5.8 billion for the quarter.
How Juniper Networks Views 4Q17
In 4Q17, Juniper Networks (JNPR) expects revenues between $1.2 billion and ~$1.3 billion with gross margins of 62.0% and an operating margin of 22.6%.
The Word on the Street: What Analysts Recommend for Cisco Systems
Cisco has generated investor returns of 5.9% in the trailing 12-month period, and -3.9% in the trailing one-month period. It generated 0.6% in 2015.
How Does Juniper View 2016?
In 2016, Juniper Networks (JNPR) plans to accelerate its existing strategy by capturing inflection points in the industry. It will focus on product innovation, partnerships, and acquisitions.
How Do Analysts View Cisco?
Cisco (CSCO) has generated investor returns of -5.7% in the trailing-12-month period and -3% in the trailing-one-month period.
Can Juniper Ride the Cloud Computing Wave?
Juniper issued upbeat guidance for the current quarter. EPS is expected in the range of $0.59–$ 0.64.
Cisco Systems: How Did It Do in Fiscal 4Q16 and Fiscal 2016?
On August 17, 2016, Cisco Systems (CSCO) announced its fiscal 4Q16 and fiscal 2016 results. It reported revenue of $12.6 billion, an increase of 2% YoY.
Juniper Networks’ Services Revenues Rose in 2Q17
Juniper Networks’ (JNPR) Services business segment generated revenues of $392 million in 2Q17, a rise of 9% year-over-year.
How Is Ericsson Stock Performing in July 2017?
In the trailing-one-month period, Ericsson (ERIC) has generated returns of -1.1%. In the trailing-12-month period, the stock has fallen 2.4%.
How Wall Street Analysts View Juniper Networks
Of the 29 analysts covering Juniper Networks (JNPR), nine gave it a “buy” recommendation, two recommended a “sell,” and 18 gave it a “hold” recommendation.
What Impacted Cisco’s Switching Revenue in Fiscal 3Q17?
US-based (SPY) Cisco Systems’ (CSCO) Switching segment saw a revenue rise of 2% YoY (year-over-year) in fiscal 3Q17.
How Has VMware’s NSX Been Performing?
In its fiscal 4Q16 earnings release, VMware shared that the company had closed an “NSX-only deal” that surpassed $10 million in the quarter.
What Are Analyst Recommendations for Qualcomm?
Of the 35 analysts covering Qualcomm (QCOM), 18 have given it a “buy” recommendation, two a “sell” recommendation, and 15 a “hold” recommendation.
What Just Happened to Ericsson’s Stock Price?
Shares of telecom equipment firm Ericsson (ERIC) fell ~10% in July 2017 to close the month at $6.42.
Cisco Dominates Communications Equipment Space in HACK
In this series, we’ll compare the performance of companies in the communications equipment subsector such as Cisco Systems, Juniper Networks, Palo Alto Networks, and Radware, which are part of HACK.
Inside Routers: Who Are the Major Players in the Routing Market?
Routers are connected to a minimum of two networks and decide which way to send information, based on the understanding of the networks.
How the Latest Tariffs Could Affect US Businesses and Consumers
Both US (SPY) (IVV) businesses and consumers are expected to be negatively affected by the most recent round of trade tariffs.
Behind Cisco’s Financial Metrics
Cisco Systems (CSCO) now has a dividend yield of 3.4%, or $0.29, which indicates an annualized dividend payout of $1.16.
Must-know update: Why is Cisco undervalued? (FCF model included)
Cisco Sytems, Inc.’s stock is up 13% since 2013, and it has underperformed the S&P 500 Index.
Can Corporate Profitability Alone Sustain US Stock Market Rally?
The S&P 500 Index (SPY) is up more than 60% over the last five years, providing good evidence of the US stock market rally. More than $7.8 trillion worth of funds is benchmarked to the index.
How Could Cyphort’s Acquisition Benefit Juniper Networks?
In September 2017, Juniper Networks (JNPR) announced that it would acquire software security company Cyphort for an undisclosed sum.
Singer’s Elliott Management goes activist on Riverbed Technology
Elliot added 8,231,946 shares to its Riverbed Technology (RVBD) stake in the fourth quarter. Network equipment maker Riverbed accounts for a 6.04% position in Elliot’s portfolio.
How Cisco, Ericsson, Nokia, and Juniper Performed in 1Q17
Cisco has seen its share price rise 11.8% since the start of calendar 2017 and 17% in the trailing-12-month period, closing 1Q17 at $33.8.
What Do Analysts Recommend for Juniper?
Juniper Networks (JNPR) has generated investor returns of -15.6% in the trailing-12-month period and -0.8% in the trailing-one-month period.
Can Juniper Improve Profitability in Fiscal 2018?
We’ve seen that analysts expect EPS (earnings per share) for Juniper (JNPR) to fall 21.2 % YoY (year-over-year) to $0.52 in 4Q17 from $0.66 in 4Q16.
Why Bridgewater increased its position in Juniper Networks
Bridgewater Associates increased its position in Juniper Networks from 0.07% in the 1Q portfolio to 0.21% in the fund’s 2Q portfolio.
What Do Analysts Expect from Juniper Networks in 4Q16?
US-based (SPY) Juniper Networks (JNPR) is expected to announce its 4Q16 results on January 26, 2017. Analysts estimate that it will post revenues of $1.36 billion.
HP Stock: Analyzing Its Dividend Yield and Outlook
HP (HPQ) stock hasn’t performed remarkably this year. However, the company has been regularly rewarding shareholders.
HPE: Dividend Hike, Buybacks Impress Shareholders
Hewlett Packard Enterprise has been regularly rewarding shareholders through dividends and buybacks. This week, HPE reported its fiscal 2019 Q4 earnings.
Cisco: Dividends and Share Buybacks Attract Investors
Cisco Systems (CSCO) regularly returns value to its shareholders through dividends and share buybacks. This signals that the company has strong cash flows.
HPQ Earnings: Stock Rises, Faces Pressure from Xerox
HP (HPQ) reported upbeat earnings and revenues in its fourth-quarter earnings results. The stock gained around 1.74% in extended trading.
Why Bridgewater Associates decreased its position in Cisco
Bridgewater Associates decreased its position in Cisco from 0.20% in the 1Q portfolio to 0.09% in the fund’s 2Q portfolio.
Elliott Management takes activist stake in Informatica
Informatica stock surged 6.8% to $41.04 on news of Elliott’s activist stake, bringing its market capitalization to around $4.5 billion.
Cisco: Weak Revenues Warn Investors of a Slowdown
Cisco Systems (CSCO) has been delivering better-than-expected earnings and revenues in every quarter for the last two fiscal years.
Why Does Cisco Expect Lower Revenues in Q2?
For the second quarter of fiscal 2020, Cisco expects its revenues to fall 3–5% YoY. The company plans to remain conservative with its outlook.
HPE Stock: Why Bank of America Turned Bullish
HPE stock surged yesterday after Bank of America gave the stock a double upgrade. Find out what’s next for Hewlett Packard Enterprise investors.
HP Stock Falls on Printing Woes, CEO Steps Down
HP stock fell over 6% in after-hours trading yesterday. Investors were disheartened after CEO Dion Weisler decided to leave the company.
Juniper Stock Is Trading 13.5% below Its 52-Week High
Hardware technology stock Juniper (JNPR) has returned -5.7% in the last year, 7.7% in the last two years, 14.9% in the last three years, and 7.5% in the last five years, underperforming peers and broader markets. How can it break out of its slump?
How HP’s Dividend Yield Stacks Up with Peers
HP (HPQ) generated free cash flow of $747 million in the second quarter of fiscal 2019, while cash flow from operations was $861 million.
How HP’s Stock Performance Compares to Peers
HP impressed investors with its results for the second quarter of fiscal 2019.
What’s the Dividend Yield Capacity of HPE and Its Peers?
HPE spent $154 million to pay a cash dividend of $0.1125 per share in the second quarter of fiscal 2019 as part of the company’s capital return plan of $7 billion through fiscal 2019.
How Is HP Enterprise Stock Performing in Comparison to Peers?
HPE stock has gained ~9.7% on a year-to-date basis versus the S&P 500’s gain of 12.7%.
How Is Cisco Stock Performing Compared to Its Peers?
Cisco Systems stock soared 6.7% on May 16 after it posted upbeat results for the third quarter of fiscal 2019.
Will Arista Stock Rise Further in 2019?
Goldman Sachs (GS) upgraded Arista Networks (ANET) stock to a “conviction buy” last month.
A Look at Arista’s Revenue and Earnings Growth in 2019 and Beyond
Arista Networks’ revenue growth has been impressive in recent years. The company is operating in the mature hardware networking segment.
A Look at Cisco Systems’ Valuation and Growth Metrics
Technology hardware company Cisco Systems (CSCO) has generated returns of 31% in the last 12 months.
HP Stock Fell ~12% on Weak First-Quarter Results
HP’s (HPQ) results for the first quarter of fiscal 2019 disappointed investors.
Cisco Stock Up 3.92% after Upbeat Q2 Earnings
Cisco Systems (CSCO) stock increased 3.92% in after-hours trading on February 13 after the tech giant reported upbeat results in the second quarter of fiscal 2019.
Why Cisco Fears for Its Future
Cisco Systems (CSCO) executives aren’t sitting pretty even as the United States and China negotiate a resolution to their trade war.
IBM-Juniper Deal Sheds Light on the Red Hat Acquisition
IBM recently announced that it had won a multiyear contract to manage the existing infrastructure of Juniper Networks.
A Look into IBM’s Strategic Imperatives ahead of Q4 Earnings
Although IBM’s legacy mainframes continued to see strong demand, it is the company’s Strategic Imperatives businesses growth that’s generating optimism.
Nokia Brings LTE Network to Finnish Port
Nokia (NOK) and Ukkoverkot are providing a private LTE network at the Finnish port of HaminaKotka, the companies have announced.
What Does Nokia Spend on Research and Development?
Since August, Nokia (NOK) has secured at least 750 million euros in financing committed from two European banks.
Did Hewlett Packard Enterprise Beat Estimates in Q4 2018?
On December 4, Hewlett Packard Enterprise (HPE) announced its fiscal 2018 fourth-quarter results for its year that ended in October.
Why Cisco Is Acquiring Ensoft
Cisco Systems is acquiring British networking software company Ensoft in a move to continue its expansion in the software and service space.
A Look at HPE’s Improving Profit Margins
Hewlett Packard Enterprise (HPE) is expected to grow its revenue 6% with earnings growth of close to 60% in fiscal 2018.
What’s Nokia Seeking with Its Dedicated Enterprise Group?
Nokia (NOK) has created a dedicated group that will be responsible for serving enterprise customers outside its core telecommunications market.
Cisco Stock Up 5.23% after Strong Q1 Earnings
Cisco Systems (CSCO) stock soared 5.23% in after-hours trading on November 14 after the tech giant reported favorable results in the first quarter of fiscal 2019, which ended October 27.
Cisco’s Hope after the Midterm Elections
Cisco Systems (CSCO) hopes the conclusion of the recent US midterm elections will create room for healthy discussions with China on trade.
A Look at Cisco’s Future Earnings and Revenue Growth
While Cisco’s revenue is expected to rise in the single digits in percentage terms in the fiscal years 2019, 2020, and 2021, its EPS are expected to rise at a higher pace.
How Cisco Is Responding to Trump Tariffs
The latest round of tariffs targeting $200 billion worth of Chinese goods entering the US went into effect on September 24.
Could China Disrupt US Supply Chains in Retaliation?
Amid the US-China (MCHI) trade tension, investors should note that bilateral trade between the countries is lopsided—China imports far fewer goods from the United States than it exports.
How Nokia Compares to Its Peers
Nokia’s (NOK) expected market-cap-to-revenue ratio is 1.27x for 2018 and 1.24x for 2019.
What Analysts Expect from Nokia in Q2 2018
Nokia (NOK) is expected to report its second-quarter results on July 26. Analysts expect revenue of $6.17 billion.
Nokia Stock Has Risen 28% in H1 2018
Nokia (NOK) stock generated returns of 28% in the first half of 2018.
About 20% of Analysts Recommend a ‘Buy’ for Juniper in June
Juniper Networks (JNPR) stock has returned -6.0% in the last 12 months, 5.8% in the last month, and 3.0% in the last five days.
Analysts Expect Cisco’s Revenues to Rise ~4% in Fiscal 3Q18
Analysts expect Cisco Systems’ fiscal 3Q18 revenues to reach ~$12.4 billion, a 4.1% year-over-year increase from fiscal 3Q17.
Watch out Market, Semiconductors are Trying to Warn Us
Taiwan Semi is warning you Taiwan Semiconductor (TSM) missed and warned today. They lowered 2Q revenue guidance to $7.8-$7.9 billion. The street was at $8.82 billion. They blamed it on smart phone slowing. Mizuho securities also warned today that Apple’s (AAPL) forward guide would have to come down as well. Yesterday, Lam Research’s (LRCX) stock […]
Stocks that are Influencing the Market Midweek
Premium Content As we make it to the middle of the first week of earnings, some interesting trends are developing, some a bit alarming, some decent. The overall market still looks solid with the S&P500 (SPY) now up over 6% since the lows on April 2. The Dow Jones Industrial Average (DIA) held the 200 […]
How Nokia Aims to Improve Shareholder Value
Nokia (NOK) has a dividend yield of 4.4%, indicating an annualized payout of $0.24 per share and a dividend payout ratio of 61.2%.
A Look at Nokia’s Future Growth Estimates
Nokia (NOK) has forecast a decline in its primary addressable market in 2018.
How Juniper Networks Aims to Improve Shareholder Value
In 4Q17, Juniper Networks (JNPR) returned $330.0 million in share repurchases and paid $37.0 million in cash dividends.
Nokia Targets High-Growth Markets to Offset Sluggish Demand
Nokia (NOK) continued to roll out its FP4-based IP (Internet protocol) routing product in 4Q17.
How Juniper Networks Plans to Drive Revenues in 2018
In 4Q17, Juniper Networks’ Contrail Security had major customer wins including Tier 1 carriers in Europe and Asia.
A Look at Nokia’s Revenue Estimates for 2018 and Beyond
Analysts expect Nokia’s (NOK) revenue to rise 11.5% YoY (year-over-year) to $6.4 billion in 1Q18 compared to $5.7 billion in 1Q17.
Juniper Networks’ Enterprise and Service Provider Market Share Fell
According to IDC, revenues for worldwide enterprise and service providers rose 2.4% YoY to $4.0 billion in 4Q17 and 4.0% YoY to $15.2 billion in 2017.
Where Does Juniper Networks Stand in the Switching Segment?
According to market research firm IDC, revenues in the worldwide Ethernet switch market rose 3.2% year-over-year to $6.9 billion in 4Q17.
Juniper’s Business Segment Performance in 4Q17 and Fiscal 2017
In fiscal 2017, Juniper Networks’ Routing revenues fell 7.0% YoY to ~$2.2 billion following sales declines across its business verticals.
Factors that Impacted Juniper Networks’ Revenues in 4Q17
Juniper Networks (JNPR) saw a revenue decline of 11.0% in 4Q17which was driven by weakness in its Routing and Cloud verticals.
Juniper Networks’ Revenues Expected to Decline in Fiscal 2018
Analysts expect Juniper Networks’ (JNPR) revenues to fall 13.8% year-over-year to ~$1.1 billion in 1Q18 from ~$1.2 billion in 1Q17.
How Has Juniper Networks Performed since Its 4Q17 Results?
Juniper Networks (JNPR) stock has declined almost 11.0% since the company announced its 4Q17 results on January 30, 2018.
Is Cisco Trading at a Discount to Analyst Price Target Estimates in February 2018?
Historical returns Cisco Systems (CSCO) has generated a return of 34% in the trailing-12-month period, 7.9% in the last month, and 13.7% in the trailing-five-day period. The stock rose over 15% in 2016 and 31% in 2017, and it’s risen 15.8% since the start of 2018. Peer companies Juniper (JNPR), IBM (IBM), Microsoft (MSFT) and Ericsson (ERIC) […]
A Look at Cisco System’s Dividends and Share Repurchases
In fiscal 2Q18, Cisco Systems (CSCO) returned $5.4 billion to shareholders.
A Look at Cisco Systems’ Valuation Multiples
Cisco Systems (CSCO) trades at a forward PE (price-to-earnings) ratio of 14.8, which is similar to the peer average of 14.25x.
How Cisco Systems Increased Shareholder Value
Cisco Systems’ (CSCO) dividend per share has increased at a CAGR (compound annual growth rate) of 14% between fiscal 2013 and fiscal 2017.
Can Cisco Systems Beat Analysts’ Estimates in Fiscal 2Q18?
Cisco Systems (CSCO) plans to announce its fiscal 2Q18 results on February 14, 2018. Analysts expect it to post revenues of $11.8 billion.
How Much Have Cisco, Juniper, Nokia, and Ericsson Fallen?
Shares of communications equipment company Cisco (CSCO) have fallen 7% in the last two trading days to close at $38.78. Cisco shares fell 5.2% on February 5, 2018.
How Cisco Systems Stock Performed in 2017
Cisco (CSCO) generated returns of 31% in 2017. It’s currently trading at $39.53, which is 33% above its 52-week low of $29.80.
Cisco Systems’ Performance in Mature Switching, Routing Market
According to Synergy Research Group, Cisco Systems (CSCO) continues to lead the switching and routing space with a combined share of more than 50% in these markets.
How WMware’s NSX Performed in Fiscal 3Q18
In the last quarter, VMware’s (VMW) NSX license bookings grew 100%, indicating that NSX continues to see increased traction.
What’s the Story Behind Nokia-Juniper Merger Talks?
Nokia (NOK) has ended its rumored efforts to buy Juniper Networks (JNPR). CNBC had reported that the two hardware behemoths were talking about a merger deal.
Can Juniper Networks Improve Its Market Share in Switching and Routing?
Juniper Networks’ switching revenues declined 4% year-over-year to $213 million in 3Q17.
A Look at Cisco’s Profit Margin and Revenue Growth
Analysts expect Cisco’s revenues to rise 0.3% YoY to $48.1 billion in fiscal 2018, compared with its revenues of $48 billion in fiscal 2017.
Juniper’s Switching and Routing Segment in 3Q17: Expectations
According to market research firm IDC, the worldwide ethernet switch market rose 7.8% YoY (year-over-year) to $6.43 billion in 2Q17.
A Look at Nokia’s Financial Metrics
Nokia (NOK) currently has a dividend yield of 3.2%, or $0.048, which indicates an annualized dividend payout of $0.19.
Behind HACK’s Investment Strategy
HACK follows a replication strategy, which is an indexing strategy that involves investing in securities in the same proportions as the index.
How Nokia Could Gain Market Share from Cisco and Juniper in Routing
Nokia’s routers are capable of handling cloud-based Internet services, VR (virtual reality), programming, and next-generation mobile communications.
Cisco’s Routing Segment’s Revenues Fell Again in Fiscal 4Q17
Cisco’s Routing segment’s revenues fell 9% year-over-year in fiscal 4Q17 to $1.9 billion.
Could New Sanctions Impact Russia’s Manufacturing Activity?
Improvement in operating conditions in Russia In July 2017, operating conditions in Russia improved at the fastest pace since January 2017. The Russian PMI (purchasing managers’ index) increased to 52.7 from 50.3 in June 2017. New orders and output saw the strongest expansion, each reaching a six-month high. The surprising improvement in the manufacturing sector comes […]