Juniper (JNPR) reported Q1 earnings that were slightly below expectations with management noting relatively strong demand, though supply was the issue. Orders during the quarter increased 10%, which compares to revenue remaining stable from the year ago period. Given the supply constraints JNPR is facing, other competitors, such as Cisco (CSCO) and Arista Networks (ANET) could have the opportunity to win market share.
Q1 revenue came in ~$2 million short of expectations at $998 million and with operating margins struggling to show signs of expansion, EPS for the quarter