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Juniper JN0-346 : Enterprise Routing and Switching, Specialist (JNCIS-ENT) Exam

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Exam Number : JN0-346
Exam Name : Enterprise Routing and Switching, Specialist (JNCIS-ENT)
Vendor Name : Juniper
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JN0-346 exam Format | JN0-346 Course Contents | JN0-346 Course Outline | JN0-346 exam Syllabus | JN0-346 exam Objectives

Exam code: JN0-348
Exam Title : Enterprise Routing and Switching, Specialist (JNCIS-ENT)
Exam Type : Written exam
Test Taking : Administered by Pearson VUE
Exam length: 90 minutes
Exam type: 65 multiple-choice questions
Pass/fail status is available immediately

Enterprise Routing and Switching, Specialist (JNCIS-ENT)
Designed for experienced networking professionals with beginner to intermediate knowledge of routing and switching implementations in Junos, this written exam verifies the candidates basic understanding of routing and switching technologies and related platform configuration and troubleshooting skills.
Objectives | Syllabus | Outline
Identify the concepts, operation, or functionality of Layer 2 switching for the Junos OS
- Bridging components
- Frame processing
- Describe the concepts, benefits, or functionality of VLANs
- Ports
- Tagging
- Native VLANs and voice VLANs
- Inter-VLAN routing
Demonstrate knowledge how to configure, monitor or troubleshoot Layer 2 switching or VLANs
- Interfaces and ports
- Junos Network Director
- Inter-VLAN Routing

Describe the concepts, benefits, operation, or functionality of the Spanning Tree Protocol
- STP and RSTP concepts
- Port roles and states
- Convergence and reconvergence
Demonstrate knowledge how to configure, monitor, or troubleshoot STP and RSTP

Identify the concepts, benefits or operation of various Layer 2 protection or security features
- BPDU, loop or root protection
- Port security, including MAC limiting, DHCP snooping, Dynamic ARP inspection (DAI) or IP source guard
- MACsec
- Storm control
Identify the concepts, benefits or operation of Layer 2 firewall filters
- Filter types
- Processing order
- Match criteria and actions
Demonstrate knowledge how to configure, monitor, or troubleshoot Layer 2 security
- Protection
- Port security
- Storm control
- Firewall filter configuration and application

Identify the concepts, operation or functionality of various protocol-independent routing components
- Static, aggregate, and generated routes
- Martian addresses
- Routing instances, including RIB groups
- Load balancing
- Filter-based forwarding
- Demonstrate knowledge how to configure, monitor, or troubleshoot various protocol-independent routing components Static, aggregate, and generated routes
- Load balancing
- Filter-based forwarding

Describe the concepts, operation or functionality of OSPF
- Link-state database
- OSPF packet types
- Router ID
- Adjacencies and neighbors
- Designated router (DR) and backup designated router (BDR)
- OSPF area and router types
- Realms
- LSA packet types
Demonstrate knowledge how to configure, monitor or troubleshoot OSPF
- Areas, interfaces and neighbors
- Additional basic options
- Routing policy application
- Troubleshooting tools (e.g., ping, traceroute,trace options, show commands, logging)

Describe the concepts, operation or functionality of IS-IS
- Link-state database
- TLVs
- Adjacencies and neighbors
- Levels and areas
- Designated intermediate system (DIS)
- Metrics
Demonstrate knowledge of how to configure, monitor or troubleshoot IS-IS
- Levels, interfaces and adjacencies
- Additional basic options
- Routing policy application
- Troubleshooting tools (e.g., ping, traceroute, trace options, show commands, logging)

Describe the concepts, operation or functionality of BGP
- BGP basic operation
- BGP message types
- Attributes
- Route/path selection process
- IBGP and EBGP functionality and interaction
Demonstrate knowledge of how to configure, monitor, or troubleshoot BGP
- Groups and peers
- Additional basic options
- Routing policy application
- Troubleshooting tools (e.g., ping, traceroute,trace options, show commands, logging)

Identify the concepts, requirements or functionality of IP tunneling
- Tunneling applications and considerations
Demonstrate knowledge of how to configure, monitor or troubleshoot IP tunnels
- Troubleshooting tools (e.g., ping, traceroute, trace options, show commands, logging)

Identify the concepts, benefits, applications or requirements for high availability in a Junos OS environment
- Link aggregation groups (LAG)
- Redundant trunk groups (RTG)
- Virtual Chassis
- Graceful restart (GR)
- Graceful Routing Engine switchover (GRES)
- Nonstop active routing (NSR)
- Nonstop bridging (NSB)
- Bidirectional Forwarding Detection (BFD)
- Virtual Router Redundancy Protocol (VRRP)
- Unified In-Service Software Upgrade (ISSU)
Demonstrate knowledge of how to configure, monitor, or troubleshoot high availability components
- LAG and RTG
- Virtual Chassis
- GR, GRES, NSB, and NSR
- Troubleshooting tools (e.g., trace options, show commands, logging)

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Juniper Switching, real Questions

Juniper Networks, inc (JNPR) Q2 2021 revenue name Transcript | JN0-346 PDF Questions and boot camp

a close up of a logo: Juniper Networks, inc (JNPR) Q2 2021 Earnings Call Transcript © provided by way of The Motley fool Juniper Networks, inc (JNPR) Q2 2021 profits name Transcript

Juniper Networks, inc (NYSE: JNPR)

Q2 2021 earnings call

Jul 27, 2021, 5:00 p.m. ET

  • organized Remarks
  • Questions and answers
  • call contributors
  • prepared Remarks:


    Greetings, and welcome to Juniper Networks' second Quarter 2021 monetary consequences conference name. [Operator Instructions]

    i might now want to turn the conference over to your host, Jess Lubert, vice president, Investor members of the family.


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    this article is a transcript of this convention call produced for The Motley fool. whereas they strive for their foolish ultimate, there could be blunders, omissions, or inaccuracies during this transcript. as with any their articles, The Motley idiot doesn't count on any responsibility in your use of this content material, and they strongly motivate you to do your own analysis, together with being attentive to the name your self and analyzing the business's SEC filings. Please see their phrases and stipulations for extra particulars, including their obligatory Capitalized Disclaimers of legal responsibility.

    The Motley fool has no place in any of the stocks outlined. The Motley fool has a disclosure policy.

    Jess Lubert -- Investor members of the family

    thank you, operator. first rate afternoon, and welcome to their second quarter 2021 conference call. joining me today are Rami Rahim, Chief government Officer; and Ken Miller, Chief financial Officer. trendy name carries definite ahead-looking statements in line with their current expectations. These statements are area to risks and uncertainties, and genuine results could range materially. These dangers are discussed in their most exact 10-Q, the press unencumber and CFO commentary furnished with their eight-k filed nowadays and in their other SEC filings. Their forward-looking statements communicate best as of today, and Juniper undertakes no responsibility to replace any forward-looking statements.

    Our dialogue nowadays will encompass non-GAAP economic effects. Reconciliation assistance can be discovered on the Investor members of the family component of their web site under financial reviews. Commentary on why they accept as true with non-GAAP assistance a valuable view of the enterprise's monetary results is blanketed in trendy press release. Following their prepared remarks, they can take questions. [Operator Instructions]

    With that, i will now hand the name over to Rami.

    Rami Rahim -- Chief executive Officer

    good afternoon, every person, and thanks for joining us on modern day call to discuss their Q2 2021 results. They said better-than-anticipated Q2 effects, delivering a 2d consecutive quarter, which saw year-over-yr profits growth across all verticals and geographies. They additionally skilled checklist orders in Q2, which helped us grow backlog, each sequentially and yr-over-12 months. Momentum is strong entering the second half of the 12 months. i am encouraged with the aid of the range of the electricity we're seeing, which is unfold throughout verticals, client solutions and geographies. whereas the strength is due partially to enhance developments with some of their enormous strategic valued clientele, peculiarly within the Cloud and service issuer verticals, we're additionally seeing effective momentum with new emblems and an accelerated variety of offers enhanced than $1 million, above all within the business vertical. i'd name out three elements riding their momentum:

    First, their focus on leading the trade and offering simplified operations and a advanced user journey, what they name journey-first networking is resonating available in the market; their AI and utility administration equipment are 2d to none and deliver significant client price it truly is enabling us to accelerate their success and take share, certainly within the business campus and the information core market, but additionally in service issuer and Cloud verticals. by means of leveraging application manage elements like Mist, Apstra and Juniper Paragon to increase consumer operations and journey, we're now not most effective creating sticky new software salary move, however also growing systems that pull via a broader suite of core Juniper infrastructure.

    second, their teams are executing extremely well. Their interior alignment round customer options and investments in their go-to-market corporation are enabling us to capitalize on their technical differentiation and advantage from better end market conditions we're seeing. additionally, their consumer pride scores are at listing highs, reflecting the powerful work of their engineering and functions corporation in addition to their supply chain team, which continues to work tirelessly to meet client demand in an incredibly tight supply environment. Third, they are seeing more suitable end market circumstances throughout verticals and geographies. As global corporations reopen and agencies look to bring employees returned to the office, many initiatives which have been halted are resuming, and many new ones are starting as digital transformation and clarification initiatives speed up. enterprise, Cloud and service company valued clientele are all recognizing the strategic magnitude of the network and investing to support a extra distributed body of workers, which is more and more reliant on high bandwidth purposes akin to real-time video collaboration.

    while the demand ambiance is robust, we, like others in their trade, are managing via giant provide chain challenges. shoppers have turn into greater aware of these challenges and many are either inserting orders early or providing vastly greater visibility into future initiatives. this is mainly proper with a few of their tremendous strategic valued clientele notably within the Cloud and repair provider verticals. They view these early orders and perception into their purchasers' longer-term plans as a good building. Importantly, even except these accelerations, orders are estimated to have experienced mid-teenagers increase within the duration with healthy momentum throughout verticals and consumer options. according to this style, they now expect to grow their business approximately 6% in 2021 on a full year basis regardless of the challenging provide chain backdrop. i am excited by means of the momentum we're seeing. The investments we're making are paying off, and that i'm increasingly confident in their capability to no longer most effective develop their business this 12 months, however to do so on a sustainable basis.

    Our approach is down, and we're investing and succeeding in a couple of massive trade opportunities that should still supply pleasing tailwind over the following few years. the primary area we're successful is the business transition to AI-driven Cloud architectures. Mist become some of the first to convey on this imaginative and prescient with wireless and due to the fact the acquisition, they now have brought the same automation, perception and agility to the wired land and now the win. This entertaining client-to-cloud method for AI delivers sophisticated conclusion user and operator experiences, which is enabling us to both land new full stack wins defined as Wi-Fi, wired and SD-WAN and expand their probability with huge present bills. whereas marketing messages can sound an identical, they trust Juniper with Mist AI has simple architectural advantages that allows you to stand the check of time, together with a aim-built microservices Cloud structure, six generation facts science potential, a unified AI engine across the land, wireless LAN SD-WAN and AI-driven aid, led by way of the business's handiest conversational methods market.

    This differentiation has enabled us to take share in key networking segments, which they accept as true with will continue as the $20 billion campus in department market transitions to AI-driven Cloud architectures in the years to return. We're also carrying on with to see success with their 400-gig offerings, both in large area as well as information middle use situations. They now maintain more than 200 wins that span throughout hyperscale provider company and Cloud predominant bills, which is up materially on a quarter-over-quarter groundwork. They stay optimistic involving their skill to now not only offer protection to their footprint, however additionally to seize new opportunities in these bigger money owed. They proceed to predict 400-gig deployments to begin later this 12 months and latest expanding tailwinds over the next few years. moreover, we're positive about their 5G metro opportunity. They trust the investments we're making in their Juniper Paragon automation suite in addition to their ACF metro entry and aggregation portfolio will position us to capitalize on this substantial and growing market.

    whereas it continues to be early, we're seeing fit consumer hobby in their new metro portfolio, and they predict to continue to introduce new solutions over the next 18 months that should still additional boost their potential to be triumphant in this market. Now i would like to deliver some further insights into the quarter and address some of the key trends we're seeing from a customer solutions viewpoint. beginning with their automatic WAN answer, while revenues a bit of declined 12 months-over-yr due to the timing of shipments in the Cloud, they experienced mighty orders with strong momentum in each their service provider and Cloud segment. They noticed healthy demand across each their MX and PTX product households and more desirable adoption of their newer items as well as their automation application portfolio. Their four hundred-gig options are performing neatly and enabling us to no longer best offer protection to their existing footprint, however also to comfy a few net new wins. while we're carrying on with to look strong client demand for their automated WAN options, these products are at present probably the most impacted by using deliver chain challenges and therefore, essentially the most complicated for us to foretell.

    because of this, despite very potent orders, they now are expecting their consequences from this segment to return to in the latitude of their long-time period model, calling for a minus 1% decline to a three% increase all the way through the yr, with deliver more likely to be the greatest determinant of the place they can subsequently fall within this range. Their Cloud-capable records center solutions skilled 28% yr-over-year increase all the way through the June quarter, an encouraging order style from their Cloud, commercial enterprise and service provider consumers. They saw potent momentum with new emblems as well as a rise in typical deal size in the period, together with a meaningful enhance in deals over $1 million. After passed expectations for a 2nd consecutive quarter and it be creating a major buzz out there, here is resulting in extra application alternatives and whole stack records core wins. client hobby in their Cloud-ready facts middle portfolio is high, and they continue to be confident involving the outlook of this business. For the year, they accept as true with their Cloud-able records core enterprise is now monitoring on the a little above the high end of their long-term model, searching for 5% to 9% boom yr-over-12 months. ultimately, their AI-driven commercial enterprise options additionally grew 28% year-over-year.

    Our Mist AI differentiation continues to resonate available in the market as new logos elevated one hundred thirty% yr-over-yr and Mist orders experienced an additional quarter of solid triple-digit increase. Their Mistified income from wireless LAN, wired assurance, Marvis digital network Assistant and associated EX pull-through virtually doubled yr-over-year, and they noticed yet another quarter of listing ES pull-through. I consider the neglected pull-through opportunity will continue to develop, because of the exact introduction of the EX-4400, a groundbreaking new access change that mixes genuine commercial enterprise-grade scalability and efficiency with the convenience of AI-driven Cloud operations. Mist also positively impacted their brand protection enterprise, which performed neatly in Q2, and they proceed to make progress with 128 expertise, which we're integrating with their SRX cozy branch Gateways under a typical Cloud and AI umbrella. The pipeline of SD-WAN alternatives is still potent, because of these expertise adjustments, coupled with the enjoyable synergy capabilities of a unified client-to-cloud commercial enterprise portfolio from Juniper with end-to-end automation insight and action.

    moreover electricity with big Fortune 500 purchasers, they proceed to see very powerful momentum within the channel and success with smaller business debts all over Q2, which highlights the cost of their AI-pushed business offerings to customers of all sizes and throughout all verticals. They accept as true with Mist AI continues to offer entertaining and market-leading differentiation ensuing within the most useful consumer and operator experiences. I continue to be encouraged with the aid of the momentum we're seeing in this company and continue to be assured their AI-pushed business options are likely to see double-digit growth in 2021. Their protection revenue experienced mighty effects all the way through the June quarter, and orders additionally surpassed expectations. electricity become specifically super within the excessive end of the market where they now have historically been amazing, however they noticed growth across all customer verticals and most product households. Their connected protection method is gaining traction out there since the convergence of networking protection offers us with a competitive knowledge in the portions of the market where they are at present focused.

    We believe their technical electricity in each security and networking will proceed to deliver tailwinds in future quarters and will allow their security business to achieve their boom aims. Their application momentum is additionally strong. Their utility and connected services salary grew fifty nine% yr-over-12 months in Q2 as they experienced growth with ratable subscription, strong uptake of their Flex utility licenses and powerful income of certain perpetual on-box licenses. ARR grew 32% 12 months-over-yr within the duration driven by means of a combination of combine subscriptions, ratable protection application offering and the linked features associated with these application offerings. They skilled list application orders in the quarter due to vast-based mostly energy throughout verticals and use cases. We're seeing ongoing energy in ratable subscription offerings and more suitable adoption of their on-container select licenses, which might be seeing traction throughout all the customer verticals that they serve.

    in line with the momentum we're seeing, they remain confident in the long-term software and ARR objectives they introduced at their contemporary Investor Day. i'd want to point out that their capabilities crew delivered yet another strong quarter and persisted boom on a 12 months-over-year groundwork because of strong renewals and service connect quotes. Their functions team continues to execute extraordinarily smartly to make sure their purchasers get hold of an excellent adventure. i want to extend my due to their customers, partners and shareholders for their endured aid and self assurance in Juniper. I chiefly wish to thank their personnel for his or her hard work and dedication, which is elementary to creating value for their stakeholders.

    i will be able to now turn the call over to Ken, who will focus on their quarterly monetary outcomes in additional element.

    Ken Miller -- government vp, Chief monetary Officer

    thank you, Rami, and first rate afternoon, every person. i will be able to beginning with the aid of discussing their 2d quarter outcomes and end with some color on their outlook. They ended the second quarter of 2021 at $1.172 billion in salary, and non-GAAP salary per share of $0.forty three, both above the midpoint of their assistance. profits changed into up 8% yr-over-year, with growth across all verticals and geographies. They experienced record degrees of product orders all over the 2nd quarter with tremendous power throughout all verticals and client solutions. They believe some of this strength is because of industry deliver chain challenges that are causing certain customers to place orders early with a view to at ease deliver when necessary. These early orders resulted in an increase in backlog and supply us with enhanced visibility into the 2d half of 2021. Even after adjusting for these early orders, total product orders are estimated to have grown mid-young adults yr-over-12 months, exceeding their expectations, with yr-over-year boom across all verticals and customer solutions.

    their revenue by using vertical. On a 12 months-over-12 months foundation, provider issuer grew 2%; Cloud grew 12%; and business grew 12%. All verticals grew on a sequential groundwork. From a client solution perspective, automated WAN solutions declined 3% 12 months-over-year, whereas PTS product family unit posted yr-over-year boom, their MX offerings declined yr-over-year. whereas their computerized WAN salary declined because of the timing of shipments, orders grew year-over-yr. Cloud-able statistics core earnings increased 28% yr-over-12 months as they experienced effective demand for their QFX product family unit throughout all consumer verticals and geographies. and finally, AI-pushed commercial enterprise income accelerated 28% versus ultimate year. Their Mist and EX product families each grew 12 months-over-12 months. As Rami outlined, complete application and connected functions earnings was $173 million, a rise of fifty nine% yr-over-yr. And their annual ordinary income, or ARR, grew 32% yr-over-year.

    complete protection income which contains protection items as well as functions involving their security options changed into $172 million, a rise of 11% 12 months-over-12 months. security product sales grew 21% year-over-12 months. In reviewing their good 10 purchasers for the quarter, 4 have been Cloud, five had been carrier issuer and one became an business. Their properly 10 valued clientele accounted for 33% of their complete earnings as in comparison to 30% in Q2 2020. Non-GAAP gross margin changed into 60%, which become above the midpoint of their counsel, essentially due to greater earnings and decrease provider delivery costs. If it weren't for increased logistics and different supply chain-connected expenses, they would have posted non-GAAP gross margin of about 60.5%.

    Non-GAAP working fees extended 9% year-over-year and 2% sequentially, a bit above the excessive conclusion of their tips range, essentially due to better variable compensation regarding improved-than-expected order momentum. Non-GAAP working margin became 15.8% for the quarter which passed their expectations and the midpoint of the suggestions hunting for 14.6%. They exited the quarter with complete cash, cash equivalents and investments of $1.8 billion. The sequential raise was because of effective free money circulation technology, which became partially offset by their capital return software. cash movement from operations turned into $257 million. From a capital returns perspective, they paid $sixty five million in dividends, reflecting a quarterly dividend of $0.20 per share and repurchased $one hundred ten million value of shares within the 2d quarter. Turning to their guidance. As i am bound you are all mindful, there is a worldwide shortage of semiconductors impacting many industries.

    similar to others, we're experiencing ongoing deliver constraints, which have resulted in prolonged lead times and accelerated fees. we've invested to fortify their provide chain and have increased inventory purchase commitments over the path of the ultimate 12 months. They proceed to work carefully with their suppliers to further enhance their resiliency and restrict disruptions outside of their control to the better of their means. despite these moves, they believe extended lead instances and increased fees will likely persist for as a minimum the next few quarters. whereas the circumstance is dynamic at this element in time, they consider they are able to have access to adequate semiconductor provide to fulfill their full year monetary forecast. searching peculiarly at the third quarter. on the midpoint of tips, profits is anticipated to be up 5.5% year-over-yr. They predict supply constraints to be specially tight within the third quarter, which has been factored into their tips.

    We are expecting their third quarter non-GAAP gross margins to be impacted with the aid of better part expenses related to deliver constraints and better expected provider beginning prices. on the midpoint of tips, income are anticipated to grow quicker than profits within the period despite the expected power from provide constraints. moving on to their expectations for 2021. we've up-to-date their full yr earnings boom and profitability expectations to account for their enhanced-than-expected Q2 results, and existing expectations for the 2nd half of 2021. They now expect full 12 months earnings boom of about 6%, a point of which is anticipated to return from currently acquired property. Their revised right line outlook is a hundred and fifty basis points better than the midpoint of their previous expectation of four% to five%. From a vertical point of view for 2021, Cloud is expected to develop faster than their long-time period latitude of 1% to five%. enterprise is anticipated to grow towards the excessive conclusion of their long-time period model range of 5% to 9%, and service provider is expected to be flat to just a little up versus last yr towards the high end of their suggestions latitude.

    while non-GAAP gross margin will also be difficult to foretell, they now expect non-GAAP gross margin to be about 59.5% for 2021, down from their outdated expectation of about 60% because of the extended freight and charges regarding deliver constraints they are now experiencing. They proceed to predict full year non-GAAP operating margin to be flat to somewhat up versus 2020 levels. On a full 12 months basis, they predict non-GAAP income to grow sooner than salary. In closing, i would like to thank their group for his or her endured dedication and commitment to Juniper's success, certainly in this challenging ambiance.

    Now i'd want to open the call for questions.

    Questions and solutions:


    Operator: thank you. [Operator Instructions] Their first question is from Samik Chatterjee from JPMorgan. Please proceed.

    Joe Cardoso -- JPMorgan -- Analyst

    hello. Thanks for the question. here is Joe Cardoso on for Samik. So my first question right here is on the ebook. You reiterated your ebook for provider provider revenue to be flat to a little up for the full year, which suggests income for that vertical is likely to be prone to decline or to be flat within the second half of the 12 months, which optically would appear conservative given the expectations for service suppliers to ramp spending into the 2d half of this yr. can you aid bridge that variance there and maybe how that pondering is wrong? after which I have a observe-up. thanks.

    Rami Rahim -- Chief govt Officer

    Let me birth, Joe, after which possibly Ken would like to weigh in. So they had a solid first half of the year for provider issuer. Their Q1 efficiency turned into wonderful. Q2 was additionally, I believe, according to expectations. We're entering the 2nd half of the year with strong backlog. We're inspired by the momentum that we're seeing across the business internationally and additionally Tier 1 service provider strength in this country, within the US, also inspired with the aid of the variety of wins, 400-gig wins, which don't seem to be definitely contributing to profits in a very meaningful approach yet, but I predict that to change in the 2nd half of the 12 months. technology robust new products, both MX and PTX routing items are performing very well.

    So i love the traits that we're seeing in SP all up, definitely a great delivery of the yr, there are lots of dynamics around the 2nd half of the 12 months provide being one aspect of that dynamic that they just have to preserve a watchful eye on. And all of that has fed into the outlook that we've got offered for the SP section. Kevin, do you need to...

    Ken Miller -- government vp, Chief financial Officer

    yes, i might simply reiterate that supply constraints are factored into their full year e book to your element, Joe, the whole yr book is unchanged. they are seeing better-than-expected bookings, so the momentum is quite effective. it really is resulting in superior visibility, stronger backlog tiers. That mentioned, on account of the deliver constraints, they feel, at this time, keeping the e book type of the place it turned into on a full yr groundwork is probably the most prudent component to do. That visibility and elevated backlog will in the end outcome in earnings for us. but at this factor, they see that perhaps beyond this 12 months.

    Joe Cardoso -- JPMorgan -- Analyst

    received it. recognize the color. and then my 2d query is on the supply shortages. considering that the deliver shortages appear to be here today for a couple of quarters, curious to hear in case you guys are pulling on any levers to offset it like rate raises or in case you plan on passing on any pricing to consumers and no matter if any of it truly is baked into the superior excellent line we're seeing right here?

    Ken Miller -- govt vice president, Chief financial Officer

    yes. So they have recently adjusted some cost -- listing fee alterations for their items. They try this periodically. They did a pretty significant uplift on lots of their products in the Q2 timeframe. for you to make the effort to play through as they do have a fair volume of backlog that changed into on outdated pricing ranges that nonetheless deserve to form of ship. but as they continue to enhance their bookings going ahead, they should see a positive have an effect on from their fresh pricing alterations. It wasn't throughout the board for all products, however it became an outstanding percent of their products in an try and offset one of the crucial pressures we're seeing.

    but it will play out over a good length of time. anything they do periodically, making certain they now have the appropriate cost for the correct price that they convey to their clients, it's whatever thing we're very focused on and anything that they are expecting to play out in the sort of stronger profitability over time. It didn't have an have an impact on on Q2 effects. The cost change came towards the conclusion of the second quarter, and it definitely will play out over the next a couple of quarters in place of have any affect on Q2.


    thanks. Their next query is from Jeff Kvaal with Wolfe analysis. Please proceed.

    Jeff Kvaal -- Wolfe research -- Analyst

    thanks. i was hoping to unpack the gross margin dynamics a bit bit. Ken, though they should still be considering fifty nine.5% for each the third quarter and fourth quarter. on the identical time, it also sounded just like the intensity of the deliver constraints become most acute within the third quarter. So wouldn't possibly a bit pricing increase plus much less acute shortages imply that and better extent in the fourth quarter would be higher?

    Ken Miller -- govt vice president, Chief fiscal Officer

    Yeah. So Q3, they really suppose that the deliver constraints are in particular tight, and they mentioned that on the prepared remarks and clearly factored that into their counsel, each their desirable line tips as well as their gross margin advice. this autumn, while they haven't given certain q4 gross margin information, they have provided the whole year and that i consider your math is pretty directionally relevant where it applies a bit of flattish this fall as in comparison to Q3.

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    That noted, or not it's a bit bit too early to call with to any extent further specificity than that. I suggest, they do predict quantity to be up. Their software combine should be up, which might be undoubtedly tailwinds and probably superb drivers to gross margin growth-skills gross margin growth. despite the fact, given the supply dynamics, and quite truthfully, the unknown features as they proceed to work through this, they suppose it be prudent to type of hold the suggestions where we've it on a full yr foundation.

    Jeff Kvaal -- Wolfe analysis -- Analyst

    ok. thank you. And my 2nd query could be on the visibility that you've got. it be excellent to be in a position of having a bit bit additional visibility than normal. even so, then invite questions like this one. How long lasting do you believe the relative electricity on your revenues are for this yr? Are these trends that should still persist into 2022 and past? Or do you think that here's a bit little bit of a cyclical uptick for us on my own?

    Rami Rahim -- Chief government Officer

    Yeah. Let me delivery, or not it's an excellent query. We're coming into the second half of this 12 months with truly potent momentum. What i like about this momentum is that it is basically distinct. It cuts throughout geos, it cuts throughout their consumer options, it cuts throughout the vertical segments. So we're firing on all cylinders on that front. there is actually a COVID-connected factor where consumers are, to illustrate, making certain that they're getting ahead of knowledge deliver constraints. however even factoring that out, we're seeing very strong order momentum with new tasks that are beginning, historical projects that have been paused which are starting to resume once more, the deserve to construct out skill to keep forward of consumer demand on the community are all coming to fruition. I think we're executing smartly.

    So we're just about atmosphere ourselves as much as improvement from that restoration available in the market. in order that greater market condition is some thing that I suppose goes to be very respectable for us going forward. So I do not suppose this-the demand electricity is not a short-lived factor from my perspective. I have confidence that the aggregate of market dynamics and their own execution, product differentiation, go-to-market power is all going to work for us on a sustainable foundation.

    Ken Miller -- government vp, Chief financial Officer

    yes. And from a salary point of view, i'd say that their sturdiness for revenue increase is really -- have a a great deal improved; consider that, this is going to take place then i'd have had, say, just a few quarters in the past, given the booking power that they noticed. So evidently, the booklet and energy in the first half is atmosphere us up neatly with an extended backlog, accelerated visibility in the 2d half, which offers me confidence that their revenue energy that now they have viewed in the first half of eight% boom goes to influence in a very solid year. we've raised the 12 months now to 6% on a full 12 months basis, it's the 2nd time this yr seeing that February that now they have raised the complete 12 months information in the earnings side and a part of that confidence is the energy, we're seeing and the momentum that they now have fairly a great deal across the board.


    thanks. Their subsequent query is from Rod corridor with Goldman Sachs. Please proceed.

    Balaji Krishnamurthy -- Goldman Sachs -- Analyst

    hello. here is Balaji on for Rod. Thanks for taking my questions. first of all, congrats on a good quarter and e-book right here. I right away contact on geography right here. Now EMEA has been effective the closing few quarters. but when I analyze Americas, the quantity is -- the number looks good right here. could you perhaps tie this aspect to energy and Americas to distinct verticals and see if you are -- you expect to look an development in its service issuer as a result of the superior Telco capex tips, and so on.. could you unpack that? and that i have a observe-up.

    Ken Miller -- government vice president, Chief financial Officer

    sure. Thanks for the question. So the power that we've got seen in Q2 is vast-based mostly. It cuts throughout every geography, Americas, EMEA and Asia Pacific. you're correct, EMEA has been notably mighty, growing 10% year-over-year in the Q2 timeframe and that's genuine. They noticed growth across all verticals and all answer areas in EMEA. however even within the Americas, they saw growth in every vertical, they noticed a unique strength in records center opportunities and brought business opportunities throughout those verticals.

    And in Asia Pacific, I feel we're executing extraordinarily smartly there as smartly with increase within the Cloud vertical, in the commercial enterprise and energy in records middle, AI-driven business options. So i'm very inspired, as I simply outlined prior, with the diversity of the electricity that we're seeing throughout geographies. there's in reality a market dynamic where things are working to their choose. but I suppose there may be also this the incontrovertible fact that we're executing extraordinarily neatly to catch that market opportunity.

    Balaji Krishnamurthy -- Goldman Sachs -- Analyst

    ok. And secondly, on the metro probability within the service company. so you observed ACX your products and it looks like there are extra products that you just plan to launch within the near term. could you talk in regards to the interest degrees that you are seeing there? i do know here is a relatively metro opportunities literally near for Juniper. So could you might be provide us some extra insight on what the plans there? Thanks.

    Rami Rahim -- Chief govt Officer

    yes, completely. i'm rather frankly, very excited in regards to the metro opportunity and the options that we're bringing to market these days. They have already got elements of that answer are available, shipping with very solid early activity although that the solution isn't in fact absolutely finished. They plan to round out that answer over the next year, 1.5 years or so with more and more products so one can enter into the market. I believe we're laying the basis with Metro this year for boom subsequent year. So this may be a growth vector in the automated WAN and especially in the service provider phase for next yr. And once more, there may be a extremely essential aspect of their automated WAN answer that is software.

    And here's the place their Paragon automation suite comes into the picture. they have now these days rounded out that answer, introduced new capabilities into the market, and in fact won a aggressive win with a Tier one telecom operator in Asia Pacific just recently, in reality, which I think speaks volumes to the electricity of that utility solution that we've available in the market and will handiest get more desirable in time. So the internet of it is, I suppose it be going to be a stupendous opportunity for us, and i'm fairly bullish about it.


    thanks. Their next query is from Amit Daryanani with Evercore ISI. Please proceed.

    Irvin Liu -- Evercore ISI -- Analyst

    hello. Thanks. here is Irvin Liu on for Amit. I additionally had a question and a observe-up. And on the subject of the restricted semiconductor deliver environment, i was questioning if you can possibly quantify what form of affect this had in your Q2 profits and in your forward profits assistance as neatly. nearly, if deliver shortages influence your ability to meet orders, and from a gross margin viewpoint, do you see supply headwinds enhancing or deteriorating versus the 50 foundation factor headwind you noticed in June?

    Rami Rahim -- Chief govt Officer

    probably i'll start and then, Ken, that you could speak a little bit about what colour they can supply in terms of quantification. it's evidently, a world shortage, it's affecting many industries, not simply IT and networking. It has resulted in extended lead times, but somewhat frankly, all of their shoppers have now come to expect these challenges. And as a result of that, they're proposing us with tons improved visibility into their future buying and that's a good trend for us, somewhat frankly, specifically in this constrained ambiance.

    and i just are looking to add, I mean, their deliver chain crew has been doing a fantastic job, all things regarded navigating these challenges, which change from a month-over-month, week-over-week groundwork, occasionally in terms of where those constraints are. and i personally were very tons concerned in attempting to alleviate challenges through working with their strategic companions. and i'll let Ken start from right here.

    Ken Miller -- govt vp, Chief financial Officer

    Yeah. So from a revenue point of view, I do not trust it impacted their Q2 effects materially. I mean, we're very completely happy with the effects they posted of $1.172 billion, which is toward the high end of their latitude. certainly, the profitability metrics had been also reasonably powerful in Q2. So I don't trust it had an have an impact on on their future outcomes. That pointed out, it is something we're due to the fact as they set the suggestions for Q3 and the leisure of the yr. They did enhance the full year salary tips again for the second time this year, up to 6% full 12 months year-on-year increase, and in the past, they were at four% to five%. So we're capable of relaxed the provide, at least they agree with we'll be able to secure the deliver to head ahead and boost their earnings information. So or not it's no longer impacting us very negatively.

    youngsters, it is a component of that e-book. they are in fact since their ability to cozy deliver once they set their forward advice. From a gross margin point of view, what's occurring is they talked on the closing call, at this aspect in time, they clearly knew on the ultimate call that there were going to be some pressures because of the deliver constraints, but they also are expecting at the moment to have some alleviating pressures coming returned towards us from the COVID standpoint. So they had been anticipating some reduction in freight charge toward the 2d half of the yr. Their present expectation does not demand that anymore. So we're seeing freight costs remain extended all through the rest of the yr. it truly is their present anticipation. That coupled with the accelerated part fees that we're seeing and expedite prices, and so on., as resulted in us bringing the whole yr book down from 60% to fifty nine.5%. So I do accept as true with these are transient transitory charges, if you will. They should -- they may still get well from these.

    That noted, I do feel it will take as a minimum a couple of quarters, appropriate? it be no longer something I assume recuperating from during this quarter or subsequent 12 months, but I do feel they can Boost from this within the longer-term and enable us to expand their gross margins and working earnings much more robustly than this year's stage the place they do expect some working margin enlargement as well as income growth to be sooner than revenue. So the profitability metrics are somewhat amazing this year regardless of these pressures -- as these pressures alleviate, it will just permit us to double down on their profitability desires.


    thank you. Their subsequent question is from Tim lengthy with Barclays. Please proceed.

    Tim lengthy -- Barclays -- Analyst

    thanks. Two if I might as well. First, I did want to go back to the sort of this this autumn implied salary counsel. I be mindful the provide chain influences, but it does appear like you guys have been in a position to variety of beat numbers on the true line, the remaining two quarters, you have been in a position to fight through that a bit of. It sounds such as you have deliver for the yr and clearly, the orders are there. So maybe what's changing with the potential to proceed with mid single or mid to excessive single-digit increase in this fall compared to what you are in a position to do within the prior two quarters?

    after which secondly, if they might simply dig a bit bit greater into the commercial enterprise. Rami, you talked in regards to the $1 million deals. are you able to kind of simply provide us an replace there, might be scale that a bit bit, talk a bit bit about win prices and the place you are with Salesforce. is that this more to grow from here? Is it additionally getting extra at that, if you may deliver us an update on business? Thanks.

    Rami Rahim -- Chief executive Officer

    yes. probably i may delivery with the second question first, after which Ken, i may move it to you to talk a bit bit extra concerning the supply chain connected questions. So commercial enterprise, i'm very joyful with their performance. And we've been doing smartly, performing neatly through -- from the beginning of the onset of the pandemic regardless of end market disruptions that their business has confronted. there's little question the economic uncertainty on account of COVID persists, nevertheless it's getting more suitable. And points of the business market which have virtually shut down, like take, as an example, ordinary Cloud and business are beginning to recuperate once more and tasks are starting to emerge, and as a way to open up web new alternatives for us. And or not it's a good time as a result of their differentiation in this space has on no account been greater, somewhat frankly. We're seeing first-rate growth within the AI-pushed commercial enterprise, of route, Mist being a very crucial part of that, however I additionally need to emphasize that there's a different leg to the commercial enterprise device and that's the statistics core. we've got always performed reasonably smartly in the statistics center house in the enterprise.

    but I believe now with the addition of the Apstra group, the expertise, they have created some true elevate to their answer to the differentiation in that house. So from a Mist standpoint, the out of the ordinary increase and momentum just continues. Mist answer profits, which includes instant, it includes wired, it includes utility, it grew at very nearly 2x yr-over-year. in case you consider about Mist all up in terms of annualized order run fee, we're now over $400 million. So or not it's a pretty huge component of the total Juniper company. after which add to that, although it's early days with Apstra, the initial comments from valued clientele, the preliminary win expense has exceeded their expectations. And somewhat frankly, the pipeline that they now have built has been fully out of the ordinary. So I suppose that Apstra and the records center opportunities have a lot of the early signals that they obtained from Mist presently after they made that acquisition in 2019.

    Ken Miller -- executive vice president, Chief financial Officer

    Yeah. And on the q4 ebook standpoint, as you mentioned, Tim, they had a extremely strong first half, beat their midpoint of information, each in Q1 and Q2, raised tips in Q2 and raised once again in Q3 right here on this call, and raised the full yr at 6%. So we're happy with the execution and the momentum we're seeing on the earnings aspect. That spoke of, provide constraints are tighter now than they have been in the first half. I suggest, a lot of this has to do with this-our personal inventory tiers. And certainly, they are awaiting one of the most shortages and a few of the buffer stocks, one of the vital resiliency efforts they put into region beginning last year, in reality helped us within the first half and are going to continue to support us within the 2nd half. however, cloth is getting tighter. So it is whatever thing that's going to influence us just a little, and they desired to make sure they factor that into their 2d half book, which once again is up from where they have been previous within the year and on a full yr groundwork in Q3.

    So i'm fairly completely satisfied with the outcomes. and that i consider given the energy of the bookings and the backlog they developed, not always they deploy for a pretty good 2nd half, a great full year FY 2021, but it surely's more likely to leak into FY 2022 as smartly. So I consider it gives us a pretty good head beginning. This bookings growth that we're seeing and the momentum that they have now is permitting for an exceptional 6% earnings growth smartly above their at least low single-digit information range for this year and basically units us up pretty favorably as they enter into 2022.


    thanks. Their subsequent query is from Alex Henderson with Needham. Please proceed.

    Alex Henderson -- Needham -- Analyst

    splendid. thank you very a great deal. i needed to clarify just a few issues. You simply stated prior query that you just have not viewed-you did not see any impact to your numbers from the provide chain. and that i consider that, it's variety of a misstatement. evidently, you probably did, nevertheless it may additionally have been in accordance with what you had anticipated. for this reason, you're saying they did not see a variance from their expectations. and i do not suppose that turned into the query that was asked. I suppose the query turned into requested become, if you had no deliver constraints, how a whole lot influence, what's it-how a great deal higher were the revenues have been. So could you make clear that aspect? because I suppose you are answering a distinct query than what he become asking and what analysts doubtless heard relative to that key query. The other thing i needed to make clear is you gave growth rates in utility, both in revenues and ARR you additionally gave income boom in protection items. are you able to provide us what the biological growth costs have been on those two? Thanks.

    Rami Rahim -- Chief executive Officer

    sure, i could take this one. So from a-yeah, simply to clarify, the remark about supply constraints and the affect it had on Q2 was with their personal tips from where they expected the quarter to land. So they did ingredient in some deliver constraints once they set their Q2 tips. and you're right that the quarter played out really a bit bit extra favorably than they anticipated, but generally in line, and it failed to negatively affect their capability to hit their results in Q2. The one enviornment that it's impacting the effects, and they referred to as that out within the organized remarks was in gross margin, which changed into negatively impacted by using about 50 groundwork points. Gross margin was fairly solid, above the midpoint of Q2 at 60%, however it would had been 60.5% had been it not for some of those transitory fees, each of kind of a carryover from last 12 months's COVID-linked freight expenses in addition to one of the crucial deliver constraints which are starting to have an effect on Q2. So sure, to clarify that, it truly is what they intended to say.

    On the biological, I suggest, they do not get away the organic versus non-biological. i'm making an attempt to keep in mind in the event you say, non-biological, are you're infrequently referring to probably the most fresh acquisitions of the final three quarters or so. and i can let you know, those are on target, we're very excited about the momentum we're seeing there. They are expecting them so as to add one point of salary boom. So this is in the $45 million to $50 million area on a full yr foundation. those numbers, on a quarterly foundation, are not that impactful in fact to their normal application boom and/or their security increase. they're a major minority as in comparison to the electricity they now have in their safety business and their application business. they may be a large a part of their future, both application as well as security, however to-date, Q2 effects were no longer greatly impacted with the aid of these most contemporary acquisitions. certainly, if you go back to the Mist acquisition days, there may be a major have an impact on on their boom because of Mist on the application aspect, in selected, zero influence to security. but on the utility facet, Mist is a huge driver for their utility business, particularly their application-as-a-provider business, which is embedded in that number.


    thanks. Their subsequent question is from Simon Leopold with Raymond James. Please proceed.

    Simon Leopold -- Raymond James -- Analyst

    incredible. thanks for taking the question. I are looking to first ask in regards to the Cloud vertical, in certain. And nearly, the neighborhood that they often discuss with as the Tier 2, Tier three cloud builders. And just for illustrative purposes, i'm pondering of operators like Oracle and IBM, so now not the hyperscalers. I need to verify, first off, that you'd put these kinds of operators to your Cloud segment that is no longer as adversarial to the enterprise or carrier provider section. after which in spite of the place you place them, how do you see that community of variety of the smaller cloud builders behaving for you? How material are they on your enterprise? and how are they spending with you? and then I've got a comply with-up.

    Rami Rahim -- Chief executive Officer

    yes. certain, Simon. Let me delivery. So first, they had a ravishing Cloud quarter in Q2. It changed into a record quarter for us in that timeframe. Their Cloud orders, actually, had been up over one hundred% year-over-12 months. So we're seeing true awesome power there, and or not it's large-based mostly. They indicated within the ultimate quarter that there was a resumption of spend by using their biggest cloud provider client that endured into the Q2 timeframe, however it also is real for the rest of the hyperscale consumers as well as what they outline as cloud majors. So Tier two, Tier three cloud suppliers where the -- defined as valued clientele whose agencies depend on delivering some type of Cloud functions. It continues from there. Momentum and electricity, double-digit, neatly into double-digit territory when it comes to both switching and routing, WAN and data center and then 400-gig wins. The momentum we're seeing of four hundred-gig wins throughout enormous Tier one hyperscale purchasers as neatly as the broader cloud essential shoppers is terribly, very encouraging.

    And there, i'd say that the differentiation that they now have added into the market with their items across the total stack of know-how from their network operating gadget, Gentiva developed, their silicon know-how. they now have inserted silicon capabilities that are actually in the market that they expected could be differentiators, things around protection, for instance, which have now resulted in wins for us, and that offers us loads of self belief that what we-the design point that they now have chosen that we've selected are in reality paying off for us. So this is why hold up [Phonetic], we're now watching for that we're going to grow quicker than the entire year book that they offered for cloud company in the remaining Analyst Day.

    Simon Leopold -- Raymond James -- Analyst

    Thanks. after which just my observe-up is, on the surface, the product combine this quarter was detrimental relative to what you can predict in terms of gross margin, as a result of continually routing has the greater-than-normal gross margin. So i am imagining that your application business is contributing more favorably or disproportionately to statistics middle and enterprise segments, and that's the reason helping those segments have more desirable gross margin than they have got traditionally. I don't always want some complete breakdown of software by segment, but might you support us take note the distribution of application in the reported segments?

    Ken Miller -- govt vice chairman, Chief economic Officer

    Yeah. So I do-you might be right in that their software combine completely did assist average gross margin. mix is the biggest determinant, product and/or vertical is a excessive correlation. youngsters, even within vertical on occasion you could have some consumer mix the place you might be more advantaged than other durations of time, might be their geographic for instance, the place they do have a stronger margin in, say, the us Tier 1s than they may in some constituents of Asia as an instance. So there's a lot of combine to consider, but generally talking, you're relevant in that the vertical/product mix and aggregate was adverse. They offset some of that with some software growth, which is a bit greater slanted, in particular the off-container, greater-margin software is a bit more-as a percentage a little larger in their business, their cloud-competent information core, AI-driven enterprise agencies than it is their common form of provider issuer routing area the place they do have a good quantity of software, nonetheless it's more on container and has less margin impact usual.

    so that is a part of the combine going ahead. And the remaining element i'd name out Q2, they noticed a extremely effective services gross margin in Q2, which became the primary reason their gross margin become past the midpoint of their tips. The product margin got here in largely in keeping with their expectations, even with the combine shift that you simply're speakme about, however features exceeded their expectations, which resulted within the typical boost from midpoint.

    Jess Lubert -- Investor members of the family

    Operator, they will take two more questions.


    ok. Their subsequent query is from Sami Badri with credit score Suisse. Please proceed.

    Sami Badri -- credit score Suisse -- Analyst

    hello. thank you. the primary component I just wanted to ask changed into regarding some of the orders, a few of your purchasers are submitting earlier than they always would. I suppose you made that comment, Rami. Have most of your shoppers been doing this with most in the networking and device provider base. and sort of a follow-as much as it truly is, is there any variety of optionality the customers should doubtlessly postpone or full on cancel their order in the experience that an extra dealer is in a position to convey on any sort of routing or networking machine?

    Rami Rahim -- Chief govt Officer

    Yeah. hello, Sami, thanks for the query. I feel the primary question-sorry, I now supply forgotten the first question.

    Ken Miller -- government vice president, Chief economic Officer

    Are others getting early?

    Rami Rahim -- Chief government Officer

    Yeah. Yeah. it be very complex for me to touch upon type of what is-what their consumers are seeing from their friends in the trade. I suggest, all i do know is it be very doubtless that the demand-sorry, the deliver constraints and the challenges are vast based. they may be felt throughout their peers they're felt throughout the complete business and many different industries. They ought to understand that these provide constraints are very high upstream in the overall supply chain all of the option to the silicon fabrication properties that are worldwide. So it's without doubt the case that their customers are seeing very equivalent traits from all of their peers within the business.

    Ken Miller -- govt vice president, Chief monetary Officer

    sure. And their orders are cancelable. besides the fact that children, most orders would not come with a cancellation price if a client would decide to cancel. and that i would say that their background of cancellations is extremely low. We're somewhat confident within the power of their backlog. They don't are expecting that cancellation endeavor to raise in any type of colossal way. They feel that purchasers are only giving us superior -- giving us better visibility to their proper deployment needs as they're aware of their public lead times, most likely. and they need to make sure they get their orders in their fingers and time for us to carry towards those pointed out desires. So I don't expect there to be any sort of disruption to their backlog or bookings from a cancellation viewpoint.


    thanks. Their next question is from Paul Silverstein with Cowen. Please proceed.

    Paul Silverstein -- Cowen -- Analyst

    I admire you are going to squeeze in. a few clarifications. I say sorry if here is a repetitive of what is been pointed out earlier than; my traces are available in and out. On the pricing -- on pricing, any significant trade, Ken?

    Ken Miller -- government vice chairman, Chief fiscal Officer

    sure. They did trade a good volume of their products in Q2 timeframe. Late in Q2, they did enhance checklist costs, I don't want to say throughout the board, Paul, however in the majority of their products, they did see a price boost in Q2. it really is going to play out over the subsequent couple of quarters, nonetheless it's whatever that they did do in Q2.

    Paul Silverstein -- Cowen -- Analyst

    I admire that. after which, Rami, if I understood you correctly, maybe I did not, but with appreciate to the web scalers, did I take into account you to assert that you've got product wins with the internet scalers, I expect you're speaking about aside from intradata core switching. The linked query changed into, have been they the basic driver, not the best driver, of the superior outlook?

    Rami Rahim -- Chief government Officer

    So from an order standpoint, I feel that the traits and the momentum are wide-primarily based. certainly, they're very strong in the cloud provider space, but from an order standpoint, double-digit increase in service provider double-digit boom in enterprise as well. after which I just provided you with color of over a hundred% boom in orders within the cloud company section. So I suggest, certainly, or not it's vast-based mostly and it's very encouraging, and it bodes neatly for future quarters in terms of profits, in terms of visibility that they have. you are correct. in terms of the particular wins and the use cases inside hyperscalers, their wins are WAN and inter statistics core now not yet intradata core, besides the fact that children these proceed to be opportunities that they pursue, and the leisure of the cloud company area, we've wins throughout the board that consist of WAN, statistics center interconnect in addition to interior of the statistics center. Our

    okay. So I consider that become their ultimate query. and maybe i'd want to shut with simply a few techniques. i am very encouraged by way of the momentum within the enterprise. i like the variety and the energy that we're seeing. It speaks to their approach. It speaks to the sensible investments that we're making. It speaks to the potent execution by way of the team, which i am very happy with. I agree with that their end markets are improving and that we're deploy to benefit from that restoration. and that i additionally feel that the demand power that we're constructing as neatly because the backlog that they now have now allows for it-sets us as much as deliver superior advancements in profitability next year, primarily as probably the most transitory deliver chain-connected prices delivery to get hold of. So this remains a really important center of attention area for myself and my management group.

    And with that, I simply are looking to thank you all in your time and have a self assurance in us. thanks.


    [Operator Closing Remarks]

    period: 60 minutes

    name individuals:

    Jess Lubert -- Investor relations

    Rami Rahim -- Chief government Officer

    Ken Miller -- executive vice chairman, Chief fiscal Officer

    Joe Cardoso -- JPMorgan -- Analyst

    Jeff Kvaal -- Wolfe analysis -- Analyst

    Balaji Krishnamurthy -- Goldman Sachs -- Analyst

    Irvin Liu -- Evercore ISI -- Analyst

    Tim long -- Barclays -- Analyst

    Alex Henderson -- Needham -- Analyst

    Simon Leopold -- Raymond James -- Analyst

    Sami Badri -- credit score Suisse -- Analyst

    Paul Silverstein -- Cowen -- Analyst

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