As a results of the pushed-back delivery environment, as well as the overall macroeconomic climate, Juniper's CFO, Robyn Denholm, doesn't expect the first quarter of 2009 to be all that rosy. Denholm provided analysts with Q1 2009 guidance that revenue would be flat to down 3 percent, which translates into a range of $800 to $830 million.
«We do see changes in demand patterns including placing orders but requesting delivery out over longer periods,» Denholm said. «We also anticipate the macroeconomic impacts to add to the normal Q1 seasonality in the enterprise business.»
Yet Johnson still found several trends that he sees working in Juniper's favor.
«Service provider demand for high-performance networking continues to grow as IT traffic is nearly doubling every two years,» Johnson said on Juniper's investor conference call. «The math behind the demand equation is simple: an increased number of subscribers, times an increased number of minutes per subscriber, times an increased number of bits per minute, driven by content such as video. This equation is driving demand for high-performance networks.»
The industry will also be looking ahead to when Juniper's arch rival Cisco reports its earnings. The networking leader is slated to release its results Feb. 4.
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Report: IT Salaries Still Rising Developers, IT executives and managers are projected to see the highest salary growth despite the recession, a report from Computer Economics says.
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Open Source Backers See Downturn Opportunity Prominent open source executives make the case for lower-cost alternatives during the economic crisis.
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