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Mar 31
Juniper Networks Q1 2025 Earnings Report
Juniper Networks reported a return to profitability in Q1 2025 with strong product order growth and solid non-GAAP earnings.
Key Takeaways
Juniper Networks delivered solid Q1 2025 results, achieving year-over-year revenue and earnings growth, fueled by strong demand from cloud and enterprise customers investing in AI infrastructure.
Net revenue reached $1.28 billion, up 11% year-over-year.
GAAP net income was $64.1 million, reversing a net loss from the prior year.
Non-GAAP EPS was $0.43, up from $0.29 in Q1 2024.
Product orders rose nearly 40% YoY, driven by AI-related demand.
Juniper Networks
Juniper Networks
Juniper Networks Revenue by Segment
Juniper Networks Revenue by Geographic Location
Revenue by Segment
Cloud Revenue
CapyFin.comService Provider Revenue
CapyFin.comEnterprise Revenue
CapyFin.comRevenue by Geographic Location
Americas Revenue
CapyFin.comEMEA Revenue
CapyFin.comAsia Pacific Revenue
CapyFin.com Forward Guidance
Juniper is not providing specific guidance due to the pending HPE acquisition, but management expressed confidence in demand trends and revenue visibility.
Positive Outlook
- Strong AI-driven cloud demand expected to persist.
- Enterprise momentum continues to build across campus and data center.
- Revenue visibility is healthy entering Q2.
- Cost management remains disciplined.
- Robust execution in Q1 supports future growth confidence.
Challenges Ahead
- HPE merger uncertainty due to DOJ litigation.
- Sequential revenue decline from Q4.
- Tariff environment remains dynamic.
- No formal guidance due to acquisition restrictions.
- Operating margin decreased sequentially from Q4.
Revenue & Expenses
Visualization of income flow from segment revenue to net income