Analyst Community Abuzz about Juniper's Positive Prospects

By Paula Bernier January 02, 2014

Juniper Networks and its new software-defined networking strategy are getting positive reviews from the financial community.

Late last month Zacks Equity Research noted Juniper’s strong cash position ($2.85 billion cash on hand at the end of the third quarter 2013), and traction in SDN, saying both position the communications solutions vendor well for the future. Today Seeking Alpha wrote that it expects growing EPS and revenue performance from Juniper in the next few years, driven largely by the company’s new OpenContrail open source software.

OpenContrail became commercially available in September, the same time Juniper announced the commercial availability of its SDN solution Juniper Networks Contrail, which hadn’t been expected until this year. OpenContrail is the open source license version of Juniper Networks Contrail.

TheInfoPro, a service of 451 Research, released new research in December indicating that spending on infrastructure will slow down over the next two years as attention shifts to software-defined data centers.

Juniper sells its products and services to businesses, cablecos, wireless and wireline telcos, and other network operators. According to Seeking Alpha, Verizon made up about 10.3 percent of the vendor's 2012 revenue.

In an effort to better position itself for the network functions virtualization and SDN networks of the future, Juniper has been busy in the past year making investments in companies that can help forward its strategy on this front. Just last month, Juniper announced the $60 million acquisition of WANDL (Wide Area Network Design Laboratory), provides software used for the design, planning, and operation of networks. The software is used by at least 200 network operators of various stripes.

Juniper also recently led a new funding round for Gainspeed, which offers solutions to centralize control in the data center and distribute processing to the edge of the network. In December 2013 it announced the acquisition of Contrail Systems.

Edited by Cassandra Tucker

Executive Editor, TMC

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