Juniper Networks, Inc.'s (JNPR) Management Presents at Bank of America Global Technology Conference (Transcript)

Juniper Networks, Inc. (NYSE:JNPR) Credit Suisse Technology Conference June 3, 2020 12:15 PM ET

Executives

Ken Miller - Chief Financial Officer
Manoj Leelanivas - Executive Vice President, Chief Product Officer

Analysts

Tal Liani - Bank of America Merrill Lynch

Tal Liani

Hi. Great afternoon. Thank you very much for joining us. Now, the next speaker we are going to talk with, Ken Miller, the CFO of Juniper, which I have prepared a long list of questions. Hopefully I can cover them all. As you know, I have been following Juniper for many, many years and it interests me always how this market is evolving. I want to refer you also to our big report on white box routing that we have put out recently and also that the call that we hosted that covers a kind of some of the next-gen trends in the market and I am going to be talking to Ken about it as well. We also have on a quite mode, Jess Lubert, the IR and I told Jess that I am very happy for him that he moved to the other side of the fence because he doesn't need to do all this II thing anymore.

So with that, I would like, first of all, to welcome Ken to our call. Thank you very much for joining us.

Ken Miller

Thank you having us.

Tal Liani

Thank you. So I want to start straight from the core issues. I want to ask you about half of your business, give-and-take. ROUTING has been declining in the market. This is market data. The market is flat to down for the past seven years on average. Do you think this could change? And what could drive a change?

Ken Miller

Yes. So that's a great question. I want to note