Juniper Networks Inc at MKM Partners Gearing Up for the New Normal: A Virtual Best Ideas Conference Transcript
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 & Answers
With 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
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
