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CORPORATE PRESENTATION Mauricio Oliveira 10/08/2010
SETTING THE AGENDA FOR THE NEXT DECADE JUNIPER NETWORKS IS TRANSFORMING THE EXPERIENCE AND ECONOMICS OF NETWORKING
PUBLIC SECTOR Top 100 service providers  Fortune 100 enterprises JUNIPER NETWORKS: LEADER IN HIGH-PERFORMANCE NETWORKING GOVERNMENT Operational excellence Best in choice
STRONG FINANCIAL POSITION  Q3’09 Financial Results REVENUE ,[object Object]
Sequentially, revenue grew 5% and EPS grew 21%Cash, Cash Equivalents, and Investments of $2.6B $1,000 $0.35 $947 $923 $879 $900 $0.30 $824 $823 $786 $0.32 $0.32 $800 $764 $0.25 $0.28 $700 $0.27 $600 $0.20 $0.23 $500 RevenueDiversificationQ309 $0.19 $0.15 $0.17 $400 $300 $0.10 $200 $0.05 APAC 19.2 $100 51.3 $0 $0.00 EMEA Q2’09 Q1’08 Q2’08 Q3’08 Q4’08 Q1’09 Q3’09 29.5 Americas Revenue EPS Chart reflects non-GAAP EPS
CONNECT EVERYTHING; EMPOWER EVERYONE CLEAR MISSION AND FOCUSED STRATEGY SILICON SYSTEMS SOFTWARE THROUGH HIGH-PERFORMANCE NETWORKING AND INDUSTRY INNOVATION
1999–2009 THE DIGITAL DECADE
2010–2020 The connected culture Proliferation of Devices Content Consumption Connected Socialization Machine to Machine
5 CONNECTED CULTURE DRIVES EXPONENTIAL GROWTH Worldwide internet traffic, 1990-2020  PB/month # of Connections 180,000 160,000 140,000 120,000 100,000 80,000 60,000 40,000 20,000 Machine To Machine? Forecast Model +27% 2008-2020CAGR WWW is born Digital decade 17x Growth2008-2020 +32% Video +20% Non-video  1990 1996 1993 2002 1999 2021 2017 2014 2011 2008 2005 Source: Juniper, Cisco, MINTS
TRAFFIC GROWTH CREATES FINANCIAL CHALLENGES DEVICES AND NETWORK REQUIREMENTS VS.COST CONTAINMENT AND PROFITABILITY  Relative costs for per unit of given capability Networking CAPEX per Unit Computing CAPEX per Unit Consolidation AND Conservation pressure # Computers OPEX # Networking devices Time Minis/Client-Server  (’76-’86) Mainframes (‘60-’75) PCs/Internet (’87-’07) Connected Culture Era (’09-??)
Ecosystem Innovation New Network Network Innovation Accelerated innovation and competition drives … Partner solutions extendthe possibilities High performance networking is the foundation FAST NEED FOR NEW NETWORK EQUATION New, Better Experiences Profitable Secure New Flexibility & Agility  Versatile Scalable New Customer Solutions DYNAMIC Reliable $ New Revenue Sources OPEN Simple
Switches Routers Security E Series J Series T Series SRX Series PRODUCT Portfolio powers the new network SRC Series SBR Series EX Series SA Series & UAC  M Series MX Series
Software Platform: Fueling Innovation Across the Network Junos + Junos Space + Junos Pulse Systems and New Silicon: “3D Scaling” and Universal Edge Junos Trio Chipset = 3D Scaling Breakthrough MX Series 3D Routers = First Universal Edge Platform  MX Series  3D Routers Data Center 2 Cloud Initiative Five New Solutions + Eight New Products Security at Massive Scale for Cloud Services1 DC2C INNOVATIONS FOR THE NEW NETWORK Junos-Based Partnerships Dell + IBM = Extended Global Market Reach BLADE Network Technologies = First-Ever Junos Licensing Deal Dozens of Third Parties Building Applications on Junos
JUNOS: OPEN PLATFORM FOR INNOVATION APPLICATION INNOVATION BY… SYSTEMS FROM…
OS and Applications: Moving up the value stack User Application Layer Partner opportunity for network end-point innovation Standards interfaces (TCG, IEEE) Connectivity Security Future Services Network Application Layer Developer opportunity for cross-device innovation Platform and UI SDK Platform Device API Device API SDK Developer opportunity for on-device innovation Network Layer Services Plane Control Plane Data Plane
3D SCALING FOR THE NEW NETWORK Real Time Content Mobile Voice AND Data VIDEO Service 1 Service 3 Service 2 Low Subscribers/High Bandwidth High Subscribers/Low Bandwidth High Subscribers/ High Bandwidth Universal Edge Trio Chipset MX SERIES 3D
Subscriber Management DELIVERING THE UNIVERSAL EDGE  Mobile Security  Voice with SBC  GGSN Video Experience Monitoring Ecosystem Organic Joint Application Software WiMax Gateway SubscriberUsage Reporting Voice Experience Monitoring  Multi-Access Gateway DPIDAA Mobile Carrier Ethernet Transport  Media Caching  Identity And Policy Management  PlatformSoftware Hardware Trio chipset
Policies 3 Steps to Cloud-Ready Data Center Network NEW NEW SECURE SHARE Client-Server flowsServer-Server flows DC-DC flows Resources PoolVirtualization Infrastructure SIMPLIFY
CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients
CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Server to Server
CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Client to DC Server to Server DC to DC
CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Securing flows between VMs Securing flows between servers 2 1 Client to DC Server to Server DC to DC
CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Elastic transportusing VPLS 3 Client to DC Server to Server DC to DC
CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Coordinated threatcontrol Securing flows from Clients to DC 5 4 Client to DC Server to Server DC to DC
CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Client to DC
CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Client to DC Server to Server
CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Client to DC Server to Server
CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Client to DC Virtualized Security Services Server to Server
Service Provider Enterprise TRANSFORMING EXPERIENCE AND ECONOMICS Capex/Opex Power  Simplify, Share and Secure Data Center $$$ Aggregation Residential Edge Business Edge Power Use 2X  3X  4X  25% LESS 35% LESS 44% LESS 39% LESS 1 10 Up To47% Lower Up To 63%  Lower Up To 77%  Lower  90%LessPower  MX960 CAPEX OPEX Power Space Legacy Juniper
The operating expense of customers’ networks isoutpacing the revenue growth they deliver.  They have size; we have brains They are closed; we are open They have scale; we have an ecosystem of partners They create complexity; we strive for simplicity They acquire to win; we innovate to lead and create value They have diverse interests; we are a pure play in high performance networking Juniper vs.thecompetition  The New Networkis software driven. Junosprovides an ecosystem of innovation that enhances speed and time-to-market for new services and levels of productivity. Juniper’s market leading investments in R&D fuel the software, systems and silicon innovation required by the world’s most demanding network environments. What is Juniper’s differentiatedvalue propositionfor customers? JUNIPER IS TRANSFORMING THE EXPERIENCE AND ECONOMICS OF NETWORKING. In Summary: Juniper’s Value Proposition

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Juniper Corporate Presentation

  • 1. CORPORATE PRESENTATION Mauricio Oliveira 10/08/2010
  • 2. SETTING THE AGENDA FOR THE NEXT DECADE JUNIPER NETWORKS IS TRANSFORMING THE EXPERIENCE AND ECONOMICS OF NETWORKING
  • 3. PUBLIC SECTOR Top 100 service providers Fortune 100 enterprises JUNIPER NETWORKS: LEADER IN HIGH-PERFORMANCE NETWORKING GOVERNMENT Operational excellence Best in choice
  • 4.
  • 5. Sequentially, revenue grew 5% and EPS grew 21%Cash, Cash Equivalents, and Investments of $2.6B $1,000 $0.35 $947 $923 $879 $900 $0.30 $824 $823 $786 $0.32 $0.32 $800 $764 $0.25 $0.28 $700 $0.27 $600 $0.20 $0.23 $500 RevenueDiversificationQ309 $0.19 $0.15 $0.17 $400 $300 $0.10 $200 $0.05 APAC 19.2 $100 51.3 $0 $0.00 EMEA Q2’09 Q1’08 Q2’08 Q3’08 Q4’08 Q1’09 Q3’09 29.5 Americas Revenue EPS Chart reflects non-GAAP EPS
  • 6. CONNECT EVERYTHING; EMPOWER EVERYONE CLEAR MISSION AND FOCUSED STRATEGY SILICON SYSTEMS SOFTWARE THROUGH HIGH-PERFORMANCE NETWORKING AND INDUSTRY INNOVATION
  • 8. 2010–2020 The connected culture Proliferation of Devices Content Consumption Connected Socialization Machine to Machine
  • 9. 5 CONNECTED CULTURE DRIVES EXPONENTIAL GROWTH Worldwide internet traffic, 1990-2020 PB/month # of Connections 180,000 160,000 140,000 120,000 100,000 80,000 60,000 40,000 20,000 Machine To Machine? Forecast Model +27% 2008-2020CAGR WWW is born Digital decade 17x Growth2008-2020 +32% Video +20% Non-video 1990 1996 1993 2002 1999 2021 2017 2014 2011 2008 2005 Source: Juniper, Cisco, MINTS
  • 10. TRAFFIC GROWTH CREATES FINANCIAL CHALLENGES DEVICES AND NETWORK REQUIREMENTS VS.COST CONTAINMENT AND PROFITABILITY Relative costs for per unit of given capability Networking CAPEX per Unit Computing CAPEX per Unit Consolidation AND Conservation pressure # Computers OPEX # Networking devices Time Minis/Client-Server (’76-’86) Mainframes (‘60-’75) PCs/Internet (’87-’07) Connected Culture Era (’09-??)
  • 11. Ecosystem Innovation New Network Network Innovation Accelerated innovation and competition drives … Partner solutions extendthe possibilities High performance networking is the foundation FAST NEED FOR NEW NETWORK EQUATION New, Better Experiences Profitable Secure New Flexibility & Agility Versatile Scalable New Customer Solutions DYNAMIC Reliable $ New Revenue Sources OPEN Simple
  • 12. Switches Routers Security E Series J Series T Series SRX Series PRODUCT Portfolio powers the new network SRC Series SBR Series EX Series SA Series & UAC M Series MX Series
  • 13. Software Platform: Fueling Innovation Across the Network Junos + Junos Space + Junos Pulse Systems and New Silicon: “3D Scaling” and Universal Edge Junos Trio Chipset = 3D Scaling Breakthrough MX Series 3D Routers = First Universal Edge Platform MX Series 3D Routers Data Center 2 Cloud Initiative Five New Solutions + Eight New Products Security at Massive Scale for Cloud Services1 DC2C INNOVATIONS FOR THE NEW NETWORK Junos-Based Partnerships Dell + IBM = Extended Global Market Reach BLADE Network Technologies = First-Ever Junos Licensing Deal Dozens of Third Parties Building Applications on Junos
  • 14. JUNOS: OPEN PLATFORM FOR INNOVATION APPLICATION INNOVATION BY… SYSTEMS FROM…
  • 15. OS and Applications: Moving up the value stack User Application Layer Partner opportunity for network end-point innovation Standards interfaces (TCG, IEEE) Connectivity Security Future Services Network Application Layer Developer opportunity for cross-device innovation Platform and UI SDK Platform Device API Device API SDK Developer opportunity for on-device innovation Network Layer Services Plane Control Plane Data Plane
  • 16. 3D SCALING FOR THE NEW NETWORK Real Time Content Mobile Voice AND Data VIDEO Service 1 Service 3 Service 2 Low Subscribers/High Bandwidth High Subscribers/Low Bandwidth High Subscribers/ High Bandwidth Universal Edge Trio Chipset MX SERIES 3D
  • 17. Subscriber Management DELIVERING THE UNIVERSAL EDGE Mobile Security Voice with SBC GGSN Video Experience Monitoring Ecosystem Organic Joint Application Software WiMax Gateway SubscriberUsage Reporting Voice Experience Monitoring Multi-Access Gateway DPIDAA Mobile Carrier Ethernet Transport Media Caching Identity And Policy Management PlatformSoftware Hardware Trio chipset
  • 18. Policies 3 Steps to Cloud-Ready Data Center Network NEW NEW SECURE SHARE Client-Server flowsServer-Server flows DC-DC flows Resources PoolVirtualization Infrastructure SIMPLIFY
  • 19. CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients
  • 20. CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Server to Server
  • 21. CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Client to DC Server to Server DC to DC
  • 22. CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Securing flows between VMs Securing flows between servers 2 1 Client to DC Server to Server DC to DC
  • 23. CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Elastic transportusing VPLS 3 Client to DC Server to Server DC to DC
  • 24. CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Coordinated threatcontrol Securing flows from Clients to DC 5 4 Client to DC Server to Server DC to DC
  • 25. CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Client to DC
  • 26. CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Client to DC Server to Server
  • 27. CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Client to DC Server to Server
  • 28. CLOUD-ENABLED SECURITY Data Centers Global High-Performance Network Clients Client to DC Virtualized Security Services Server to Server
  • 29. Service Provider Enterprise TRANSFORMING EXPERIENCE AND ECONOMICS Capex/Opex Power Simplify, Share and Secure Data Center $$$ Aggregation Residential Edge Business Edge Power Use 2X 3X 4X 25% LESS 35% LESS 44% LESS 39% LESS 1 10 Up To47% Lower Up To 63% Lower Up To 77% Lower 90%LessPower MX960 CAPEX OPEX Power Space Legacy Juniper
  • 30. The operating expense of customers’ networks isoutpacing the revenue growth they deliver. They have size; we have brains They are closed; we are open They have scale; we have an ecosystem of partners They create complexity; we strive for simplicity They acquire to win; we innovate to lead and create value They have diverse interests; we are a pure play in high performance networking Juniper vs.thecompetition The New Networkis software driven. Junosprovides an ecosystem of innovation that enhances speed and time-to-market for new services and levels of productivity. Juniper’s market leading investments in R&D fuel the software, systems and silicon innovation required by the world’s most demanding network environments. What is Juniper’s differentiatedvalue propositionfor customers? JUNIPER IS TRANSFORMING THE EXPERIENCE AND ECONOMICS OF NETWORKING. In Summary: Juniper’s Value Proposition

Editor's Notes

  1. Fix logosClean it up
  2. What are the requirements for the infrastructure to be cloud ready? It’s about simplicity and lowering the cost of operations. It’s about ensuring the flexibility to give you business agility and making sure that your infrastructure, your data is secure.To help customers move down the path to become cloud ready we recommend three steps.We begin with simplifying the physical infrastructure of the data center network. This is key to driving the issues of scale and simplicity. Then you want to be able to share that infrastructure to get the efficiency and elasticity that is inherent in cloud infrastructure. Finally, when you share the infrastructure, you then need to secure the various flows in the data center to maintain the proper separation of the virtual partitions.