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Dec 31, 2021

Juniper Networks Q4 2021 Earnings Report

Juniper Networks reported preliminary financial results, with revenue increasing and GAAP operating margin improving.

Key Takeaways

Juniper Networks reported a 6% year-over-year increase in net revenues to $1,299.9 million for Q4 2021. GAAP net income increased significantly, resulting in diluted earnings per share of $0.40. The company's performance was driven by strong demand across all verticals, customer solutions, and geographies.

Net revenues increased by 6% year-over-year to $1,299.9 million.

GAAP operating margin improved to 11.8% from 8.0% in Q4 2020.

GAAP net income increased by 331% year-over-year to $132.9 million, resulting in diluted earnings per share of $0.40.

Non-GAAP net income was $184.7 million, resulting in non-GAAP diluted earnings per share of $0.56.

Total Revenue
$1.3B
Previous year: $1.22B
+6.3%
EPS
$0.56
Previous year: $0.55
+1.8%
Gross Profit
$750M
Previous year: $717M
+4.7%
Cash and Equivalents
$923M
Previous year: $1.36B
-32.3%
Total Assets
$8.89B
Previous year: $9.38B
-5.2%

Juniper Networks

Juniper Networks

Juniper Networks Revenue by Geographic Location

Forward Guidance

Juniper Networks provided its outlook for the three months ending March 31, 2022. Revenue is expected to be approximately $1,150 million, plus or minus $50 million.

Challenges Ahead

  • Significant supply chain related headwinds associated with rising component costs and shortages.
  • Elevated freight costs are expected to continue at least through the first half of the year.
  • Pricing actions to offset these headwinds are not expected to have an impact until later in the year.
  • Non-GAAP gross margin will be approximately 58.0%, plus or minus 1%.
  • Non-GAAP operating expenses will be approximately $532 million, plus or minus $5 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income