Juniper Networks, Inc. (JNPR) CEO Rami Rahim Presents at 48th Annual Cowen and Company 2020 Virtual Technology, Media & Telecom Conference (Transcript)

Juniper Networks, Inc. (NYSE:JNPR) 48th Annual Cowen and Company 2020 Virtual Technology, Media & Telecom Conference May 28, 2020 1:50 PM ET

Company Participants

Rami Rahim - Chief Executive Officer
Jess Lubert - Head of Investor Relations

Conference Call Participants

Paul Silverstein - Cowen & Company

Paul Silverstein

Good afternoon everyone. It's Paul Silverstein, Senior Analyst, Networking and Communications Equipment at Cowen. It is my pleasure to have with us Juniper Networks' CEO, Rami Rahim; and Head of Investor Relations, Jess Lubert.

For those of you who don't know Rami's been there since the beginning. I think Rami you're employee number 32, if I'm not mistaken way back in 1997. So not only are you CEO, but you know where all the bodies are buried. And I'll also give you an unsolicited plug-in that Juniper has a long rich history. I've always thought it'd be all as a technology-driven company, the first company to take on Cisco successfully, way back when what was in the routing market. You've obviously expanded the business meaningfully since then and enterprise and switching has become a big part of the story.

So that's it, let me start off with the big picture. And Rami in the face of the current pandemic, you appear to have some solid momentum in your business, notwithstanding the pandemic, but the number of positive trends including Mist momentum that recent acquisition wireless LAN. It's pull-through or the beginning of pull-through of EX campus switching increased volume -- to customers relative to pandemic, which should help your cloud customer revenue improving security portfolio and competitive positioning, which appears to be dragging ongoing rebound on your security revenue and a looming 5G impact on your service provider routing business.

Question-and-Answer Session

Q - Paul Silverstein

So with that big wind up, let