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
  • Pierre FerraguÊ
LITE Lumentum Holdin...
ANET Arista Networks... ... (+15)

Hyperscalers to nearly double AI capex again in 2026. Implications

All four hyperscalers have now reported. AI capex is set to nearly double for a second consecutive year. Click the link below for a single slide on the implications for XPU spending.

LITE LUMENTUM HOLDINGS INC.
ANET ARISTA NETWORKS INC.
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MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
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AMD ADVANCED MICRO DEVICES INC.
AVGO BROADCOM INC.
660 SK HYNIX INC
02/06/26 February 6, 2026 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
LITE Lumentum Holdin...
ANET Arista Networks... ... (+14)

Bible 3Q25 – Hyperscale & Cloud: 2026 capex expectations up another 1...

Today, we are publishing the Hyperscale & Cloud section of our 29th 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. We will publish sections on Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Hyperscale revenues grew 16% YoY, with cloud services up nearly 30%. Capacity constra...

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
12/16/25 December 16, 2025 1 EN
EUR 151.74
JNPR Juniper Network...

Moody's Ratings withdraws Juniper Networks' Baa2 senior unsecured rati...

Moody's Ratings  (Moody's) has withdrawn Juniper Networks, Inc.'s (Juniper) Baa2 senior unsecured notes ratings due to inadequate financial information. Prior to the withdrawal, the outlook was stable. Juniper was acquired by Hewlett Packard Enterprise on July 2, 2025 and has not issued financial ...

JNPR JUNIPER NETWORKS INC.
12/15/25 December 15, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
LITE Lumentum Holdin...
ANET Arista Networks... ... (+15)

2026 AI Infra. outlook forming: XPU spending catching up with capex, u...

It has been a busy week with Nvidia’s comments in Washington and three hyperscalers reporting last night. Building on these updates, we have already formed a very insightful perspective on how AI infrastructure deployments are shaping up for next year. Please follow the link for our insight summarized on a single slide.

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.
AVGO BROADCOM INC.
660 SK HYNIX INC
10/30/25 October 30, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
LITE Lumentum Holdin...
ANET Arista Networks... ... (+14)

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....

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
09/09/25 September 9, 2025 1 EN

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