July 26, 2012, 12:23 PM — Juniper says it now has 200 customers for its QFabric data center switches, having gained 50 since the first quarter.
QFabric and other enterprise switches, such as Juniper's EX line, sold well during the company's second quarter, company officials reported earlier this week. Among new QFabric customers is General Dynamics, a multibillion dollar systems integrator for the aerospace and defense industries.
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Juniper's second quarter came in slightly ahead of company expectations, with revenue up 4% from the first quarter but down 4% from the second quarter 2011. Net income per share was up 19% from the first quarter - beating Wall Street estimates - but down 39% from the second quarter 2011.
Total switching product revenue increased 13% to $140 million. And Juniper's Enterprise revenue was $393 million, up 13% sequentially though flat from last year.
Nonetheless, "we are pleased with the momentum of EX, QFabric and wireless LAN, which all grew sequentially and year-over-year," said Juniper CFO Robyn Denholm during the company's Q2 earnings call, a transcript of which can be found on the Seeking Alpha site.
The company reported "very good uptake" of QFabric nodes in the quarter, having gained 50 more customers for the product to reach 200 in all. QFabric includes nodes, which can function as top-of-rack switches and access points into the QFabric interconnect, the core switching component of the data center line.
Juniper said it's also seeing a growing number of QFabric node customers purchase and either go through certification or deployment of the full QFabric node/interconnect system. Juniper recently announced a lower-end QFabric offering, the QFX3000-M, a fixed 16-node interconnect that provides a lower entry point for those customers who want to try the full QFabric system.
"We've surpassed 200 customers in the quarter, continued to see good progress on the QFX3500 with the top-of-rack and the nodes and certainly, a subset of those customers purchasing continue to deploy the full QFabric system," said Juniper CEO Kevin Johnson during the earnings conference call.