Acquisition ImpactThe all cash, $40/share deal is expected to double HPE’s networking business and yield $450M in operating synergies within 36 months of closing.
Cloud Sector GrowthCloud orders grew more than 50% sequentially and triple digits year-over-year, driven by AI initiatives, indicating a strong overall environment.
Enterprise AI FocusJuniper’s enterprise AI focus and opportunities for gross margin expansion, post supply chain normalization and with a growing software mix.