Nov 17, 2021 / 06:10PM GMT
Fahad Najam - MKM Partners LLC, Research Division - Executive Director
Good afternoon. My name is Fahad Najam. I'm the senior equity research analyst here at MKM covering com equipment and optical components. It is my pleasure today to have Ken Miller, CFO of Juniper Networks; and Marcus Jewell, the Chief Commercial Officer -- Chief Revenue Officer at Juniper Networks, along with IR from Juniper Networks today. Gentlemen, welcome. Thank you for joining us. (Operator Instructions)
Questions and Answers:
Fahad Najam - MKM Partners LLC, Research Division - Executive DirectorWith that, Ken, Marcus, let me start off with a big picture view. I think my takeaway from the Q3 earnings call was just very impressive demand picture and the curve of the demand and revenue is going to be determined by component shortages, which we'll get into a bit later. But since then, we've had the opportunity to hear from Mark Zuckerberg at Facebook, talking about metaverse, Jensen at Nvidia talking about Omniverse and it's such a massive opportunity that I think investors are
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