JNPR Juniper Networks Inc.

Telefónica Spain Selects Juniper Networks to Secure 5G Network

Telefónica Spain Selects Juniper Networks to Secure 5G Network
EN
14/10/2020

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JNPRJuniper Networks Inc.

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Reports on Juniper Networks Inc.

Pierre FerraguÊ
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Bible 2Q25 – Hyperscale & Cloud: 2026 capex expectations up 19%, $3-4t...

Today, we are publishing the Hyperscale & Cloud section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Enterprise IT and Foundry. Hyperscale capex grew 70% YoY. Most raised 2025 guides, and confirmed sustained spending in 2026, lifting expectations....

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ANET Arista Networks... ... (+14)

The Great Replatforming, Part II – The General Theory. Could Jensen ju...

In a very timely manner, as Jensen just touted a $3-4tn Tech. Infra. market for 2030, we publish the second part of our “Great Replatforming” series, in which we look at how much AI investments the global economy can absorb over time. In the first part of the series, we showed how increasing capex should be analyzed as enablers of revenue growth and productivity improvements, and applied the framework to hyperscalers, showing how pushing capex intensity to new highs is easily financed by contin...

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660 SK HYNIX INC
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Pierre FerraguÊ
  • Pierre FerraguÊ
LITE Lumentum Holdin...
ANET Arista Networks... ... (+14)

The Great Replatforming, part I – the Special Theory

Capex ROI is the trending question these days, but what does it actually mean? In a “replatforming”, capex are enablers of revenue growth and productivity enhancements, as long as they are the foundation for a good “right to make money” (a defensible competitive advantage) and meet good demand. Our “Special Replatforming Theory” looks at how it has been at play for a decade already at hyperscalers, and how we expect the next 10 years to play out, with AI bringing an even more capital-intensive...

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Growth in Public Cloud: Where from? What’s next?

Growth in Public Cloud reaccelerated, in line with our expectations, and, if anything, even stronger than we thought, and shifting fast, with AI representing an increasing share of public cloud growth, and with the fast-growing crowd of native AI start-ups becoming a meaningful segment. We gathered all the initial datapoints at hand and looked at all angles we could, to provide a first perspective of how public cloud is growing today and where it is headed next.

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Pierre FerraguÊ
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Bible 1Q25 – Hyperscale & Cloud: Inference inflecting, more hints on 2...

Today, we are publishing the Hyperscale & Cloud section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Telecom Infrastructure, Memory, Enterprise IT, and PCs. Hyperscale revenues grew 11% YoY, with cloud services stabilizing in the mid-20%, and acce...

LITE LUMENTUM HOLDINGS INC.
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
06/06/25 June 6, 2025 1 EN

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