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UBS 2013 Global Technology Conference
UBS 2013 Global Technology Conference
UBS 2013 Global Technology Conference
UBS 2013 Global Technology Conference
UBS 2013 Global Technology Conference
UBS 2013 Global Technology Conference
UBS 2013 Global Technology Conference
UBS 2013 Global Technology Conference
UBS 2013 Global Technology Conference
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UBS 2013 Global Technology Conference

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  • 1. UBS GLOBAL TECHNOLOGY CONFERENCE RAMI RAHIM EXECUTIVE VICE PRESIDENT AND GENERAL MANAGER PLATFORM SYSTEMS DIVISION JUNIPER NETWORKS 1 Copyright © 2013 Juniper Networks, Inc.
  • 2. Forward Looking Statements Information, statements and projections contained in these presentation slides and related conference call concerning Juniper Networks' business outlook, economic and market outlook, future financial and operating guidance, and overall future prospects are forward looking statements that involve a number of uncertainties and risks. Actual results could differ materially from those anticipated in those forward-looking statements as a result of certain factors, including: general economic and political conditions globally or regionally; business and economic conditions in the networking industry; changes in overall technology spending and spending by communication service providers; the network capacity requirements of communication service providers; contractual terms that may result in the deferral of revenue; increases in and the effect of competition; the timing of orders and their fulfillment; manufacturing and supply chain constraints; ability to establish and maintain relationships with distributors, resellers and other partners; variations in the expected mix of products sold; changes in customer mix; changes in geography mix; customer and industry analyst perceptions of Juniper Networks and its technology, products and future prospects; delays in scheduled product availability; market acceptance of Juniper Networks products and services; rapid technological and market change; adoption of regulations or standards affecting Juniper Networks products, services or the networking industry; the ability to successfully acquire, integrate and manage businesses and technologies; product defects, returns or vulnerabilities; the ability to recruit and retain key personnel; significant effects of tax legislation and judicial or administrative interpretation of tax regulations; currency fluctuations; litigation; and other factors listed in Juniper Networks’ most recent report on Form 10-Q filed with the Securities and Exchange Commission. All information, statements and projections contained in these slides and related conference call speak only as of the date of this presentation and related conference call. Juniper Networks undertakes no obligation to update the information contained in these slides and related conference call in the event facts or circumstances subsequently change. Use of Non-GAAP Financial Measures These presentation slides contain references to certain non-GAAP financial measures. For detailed reconciliation between the non-GAAP financial results presented in these slides and corresponding GAAP measures, please refer to the appendix at the end of this slide deck. In addition, for important commentary on why Juniper Networks considers non-GAAP information a useful view of the company’s financial results, please see the Form 8-K filed today with the SEC. With respect to future financial guidance provided on a non-GAAP basis, we have excluded estimates for amortization of intangible assets, share-based and judgment compensation expenses, acquisition related charges, restructuring charges, impairment charges, litigation settlements and resolutions, gain or loss on equity investments, non-recurring income tax adjustments, valuation allowance on deferred tax assets, and income tax effect of non-GAAP exclusions. A reconciliation of non-GAAP guidance measures to corresponding GAAP measures is not available on a forward-looking basis due to the high variability and low visibility with respect to the charges which are excluded from these non-GAAP measures.
  • 3. STRATEGIC FOCUS Customer Sectors 2 Service Provider Businesses 3 Routing Domains 7 Core Edge Enterprise Switching Access & Aggregation Data Center WAN Security Campus & Branch Consumer & Business Device
  • 4. DIFFERENTIATION THROUGH PERFORMANCE AND AGILITY Compute, Storage, Networking Silicon, Systems, Software Software Defined Networking
  • 5. PLATFORM SYSTEMS DIVISION: Q3 2013 Record Quarter for PSD Product Revenue FINANCIAL  Product revenue $742M, +17% Y/Y  Routing product revenue $594M, +22% Y/Y  Switching product revenue $148M, +1% Y/Y  Record MX revenue ROUTING  Quarterly growth driven by Core and Edge Routing  General availability of Junos 13.2 software release SWITCHING SDN  Strong bookings, healthy Q4 backlog  General availability of Contrail  Shipped new EX fixed switches and EX9200 100G linecard  VMware solution development
  • 6. OUR DATA CENTER JOURNEY How we have done:  $2B+ in switching  20,000+ switching customers  $2B+ in enterprise routing  3,000+ enterprise routing customers Commercial & open SDN Ecosystem partners 1-tier and 2-tier fabrics Common management platform Switching, routing and security 2008 Success in key markets:  Fortune 10  Telco service providers  Cloud service providers  Banking  Insurance  Financial data services  Aerospace and defense  Oil and gas  Entertainment and media  Retailers
  • 7. INTRODUCING METAFABRIC Next Generation Data Center Architecture VM VM VM VM VM VM Virtual Physical VM VM VM Virtual Physical My on-premises data center VM VM VM VM VM VM VM VM VM Virtual Physical Virtual Physical Virtual Virtual My managed service provider My hosted service provider My cloud service provider A next generation architecture that simplifies and accelerates the deployment and delivery of applications within and across multiple data centers SIMPLE, OPEN, AND SMART NETWORK
  • 8. NEW PRODUCTS & FEATURES QFX5100 MX Network Director Contrail Solutions and Services Most nimble and available top of rack switch New features to make the MX a Universal SDN Gateway Smart management for the data center: visualize, analyze, & control Announced availability of Contrail on VMware’s hypervisor (ESXi) Solution guides and quick start services
  • 9. THANK YOU 9 Copyright © 2013 Juniper Networks, Inc.

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