The competition between the two network vendors is intensifying.
News & Analysis: Juniper Networks
JNPR earnings call for the period ending March 31, 2020.
Which networking underdog can stay out of the doghouse during the market downturn?
The network vendor stopped its streak of declining revenue, but significant challenges remain in 2020 and beyond.
The network equipment builder reported solid fourth-quarter results and bought back $200 million of its own shares, but this year should be seen as a launching point for greater results in 2021 and beyond.
JNPR earnings call for the period ending December 31, 2019.
Both network vendors are facing challenges in the cloud data center market, but there's a clear winner.
JNPR earnings call for the period ending September 30, 2019.
Management expects year-over-year revenue growth next quarter, but challenges in the cloud persist.
Analysts are starting to change their minds, but they've not fully articulated how or why Juniper will be able to uproot Arista.