In just over 10 years, we have achieved over a $2B run rate. Very few companies have achieved this level of success. Juniper has been committed to innovation and delivering the products, solutions and services required to address our customers most pressing IT and business challenges through internal innovation and acquisitions. Detail: From the beginning in 1996 through our 10 th anniversary in 2006, Juniper has been committed to innovation and delivering the products, solutions and services required to address our customers most pressing IT and business challenges. In total we have invested nearly $2B ($1.67B) in R&D to deliver a broad portfolio of technology, products, and patented intellectual property. Currently, we have over 100 patents, with a substantial amount of pending applications. This positions Juniper well for the coming decade. To capitalize on our position w e have intensified our focus on two key segments of the market – the Enterprise and the Service Provider. This focus resulted in top line revenue growth from 2005 to 2006 of 12 percent. We see significant opportunity in the market for network infrastructure, and our overall focus as a company will remain on developing the leverage from the cross pollination of our technology between Service Providers and Enterprises, and the expanded presence with both types of customers, which in effect doubles our total addressable market. We are coming up on the 3rd year of entering the enterprise market since we made our NetScreen acquisition decision in 2004, and our 2 nd year since we made our Funk Software, Peribit and Redline acquisition decisions for additional security and application performance technologies, respectively. These acquisitions have directly translated into broader customer-focused solutions [for threat management, controlling access and application performance]. Firsts: Operating Systems: JUNOS - Single OS platform; Screen OS Routing: Separating forwarding and data plane for routing platform Performance and Integration As an example, for the NetScreen and Funk acquisition, we have seen our standalone products and technology leadership now become deep and broad integrated solutions that address critical customer problems, as reflected by the success of our SSG, ISG and UAC solutions for threat management and controlling access. As an example for the Peribit and Redline acquisition, we have announced the future integration of the Juniper WXC WAN optimization capabilities into the J-series routers to provide compression and caching, TCP and application-specific acceleration, and visibility and reporting functions. We also announced the 1000th T-Series Shipment in August 2005 (to KT, South Korea's leading telecommunications service provider) Partnerships: From a partner standpoint, the Juniper branch office strategy includes integration with the Avaya Voice Gateway and will include the WAN Application Acceleration (WXC) technologies into the new J-series routers. The new J4350 and J6350 are currently IP Telephony ready. With Symantec, we’ve entered into a broad strategic partnership focused on delivering best-in-class, integrated security solutions to enterprise customers and are currently developing UTM and IPS solutions; and build standards-based, integrated access control and endpoint compliance solutions.
Users are less concerned with the network. It’s more an enabler for their applications As most applications are webified more important to, identify, priortise and report on these you need a layer of intelligence Policy layer and DPI are examples. Until recent technology advancements DPI was costly and difficult to provide within the network. Could do it at CPE layer but control and management of CPE devices across a range of access technologies
Cloud Camp Milan 2K9 Juniper Networks: Great Network behind the Cloud
Behind Every Great Cloud… Luca Claretti Business Development Manager Service Providers – EMEA South [email_address] … is a Great Network
Juniper: A Decade of Innovation Incorporated $500M $1.3B $2B 4800 Employees 1000 1500 Revenue M Series T Series SSG 2500 3500 $2.8B $2.3B 5300+ EX Series Switches $3.6B 6000+ SRX Series T1600 UAC PSDP 1996 2006 2005 2002 2004 2000 1998 2007 2008 Acorn #789 1999
Addressing the Open Garden Opportunity - Application Aware Networking (AAN) <ul><li>Focus on the application and the user experience </li></ul><ul><li>SP’s uniquely positioned to enhance the cloud experience </li></ul><ul><ul><li>Per application, per user or both </li></ul></ul><ul><li>SP “White Labeled” services </li></ul><ul><ul><li>Establish fresh partnerships </li></ul></ul><ul><ul><li>New revenue opportunities </li></ul></ul>Home Business Mobile Cloud Computing Providers Network Increase share of value not volume Policy DPI DPI
Content Relationships and Network Value <ul><li>Carrier Hosted and Delivered – longer time to market, more control </li></ul>Content <ul><li>Partner Hosted, but carrier transacted – fast time to market, same model </li></ul><ul><li>No partner relationship – Best Effort delivered applications, no carrier value </li></ul><ul><li>Need to build a model where the network has value – experience is a value that only the network can deliver </li></ul>Access Core/PBN IP Edge Access IMS & Web Svcs Video Carrier Hosted Carrier or Partner Content Gaming Home Telemetry On-Net / Walled Garden Web Services Video Partner Hosted Partner Content Gaming Home Telemetry Off-Net / Open Garden Video Internet Hosted No relationship Gaming Home Telemetry Internet OTT Best Effort Enhanced Assured
Solutions Juniper Can Bring to Cloud Builders <ul><li>Data Center Internal Network </li></ul><ul><ul><li>Switching + routing fabric </li></ul></ul><ul><ul><li>Internal network security </li></ul></ul><ul><ul><li>Management applications </li></ul></ul><ul><li>Multi-Data Center Internal Network </li></ul><ul><ul><li>Scalable L2 and L3 networks </li></ul></ul><ul><ul><li>Security within the network cloud </li></ul></ul><ul><ul><li>Management applications </li></ul></ul><ul><li>Secure Inter-Cloud Gateways </li></ul><ul><ul><li>Inter-domain MPLS / VPLS? </li></ul></ul><ul><ul><li>VRF and/or IP Sec based? </li></ul></ul><ul><li>Access/Authentication Control + Coordinated Cloud Security </li></ul><ul><ul><li>Customer access + policy enforcement in consumer + business services </li></ul></ul><ul><ul><li>Link with internal network security </li></ul></ul>ROUTERS, SWITCHES SERVERS APPLIANCES ROUTERS, SWITCHES SERVERS APPLIANCES