| Copyright © 2009 Juniper Networks, Inc. | · 2009-03-09 · 2 | Copyright © 2009 Juniper...

transcript

Safe Harbor

Statements made during all analyst day presentations and question and answer sessions concerning Juniper Networks' business outlook, future financial and operating results, strategic direction, product and technology development and release plans 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: business and economic conditions generally or in the networking industry; changes in overall technology spending; the network capacity requirements of service providers; changing market requirements; delays in scheduled product availability; the timing of orders and shipments; manufacturing and supply chain constraints variations in the mix of products sold; customer perceptions and acceptance of our products; litigation; and other factors listed in our most recent report on Form 10-Q filed with the SEC. All statements made during these presentations and sessions are made only as of today. Juniper Networks undertakes no obligation to update the information presented during these presentations and sessions in the event facts or circumstances subsequently change after the date of this meeting.

In addition, certain historical Non-GAAP financial information will be presented today. For reconciliation of such measures to comparable GAAP measures, please visit

our website at http://www.juniper.net/company/investor_relations/index.html and click on the link entitled “Analyst Day 2009 – Non-GAAP reconciliations”.

ENTERPRISE BUSINESS EXECUTION

Mark Bauhaus, Hitesh Sheth, Lauren Flaherty and John Morris

Analyst Day, February 2009

Scope of This Presentation

THE POWER OF ONE

INNOVATION FOR THE FUTURE

PlatformServices

Service Providers

HPNNetworking

Choice and Flexibility

LowerTCO

Mobility VideoMega-

Consolidation Green

Process PeopleProductivityPlanning

Service Providers

Enterprise

ALIGN GTM BY SEGMENT, EMBRACE PARTNERSHIPS

DELIVER CUSTOMER-FOCUSED VALUE

EXECUTIONAL EXCELLENCE

Aligned

Customer-

Focused

Advance

Intellectual

Property

Excellence

Execution

High-Performance Networking

Juniper’s Value Proposition

Lower TCO

41% lower overall networkoperations cost

44% lower power consumption in data center

Highest-density wire-rate 10GbE switching

Highest-density terabit routing

Industry’s fastest firewall

Only pure Ethernet/IP full-portfolio networking vendor

Fully standards-based interoperability

A Look Back at 2008

New Products

EX Series

IDP, SA, WXC Refresh

SRX Series

MX DPC Cards

NSMSTRM

Customer Wins

99 out of100

Solutions

Data Center

Campus

Adaptive Threat Management

A Look Back at 2008

22% enterprise revenue growth in 2008

Leading market share – #1 in High-end FW/VPN, SSL VPN

– #2 in High-end Routers, Secure Routers

Strong entry into Ethernet switching market– Shipped over 500,000 switch ports in 2008

NSM STRM

Powerful Product Portfolio

EX3200

J Series

M Series

MX Series

T Series

TX Matrix

SRX5800

SRX5600

EX8208

EX4200

Advanced Insight

Services

EX3200

J Series

M Series

MX Series

T Series

TX Matrix

SRX5800

SRX5600

EX8208

EX4200

RECENT 2009 LAUNCHES

EX 8208:

High-performance wire-

rate 10GbE switching

TX Matrix Plus:

Ultra-high-performance

routing at 50% smaller

footprint and 40%

less powerAdvanced

Insight Services

EX3200

J Series

M Series

MX Series

T Series

TX Matrix

SRX5800

SRX5600

EX8208

EX4200

Advanced Insight

Services

SRX3600

SRX3400

ANNOUNCING

SRX 3400/3600

Category performance leader

at 1/6 the power and space

Launching Q1-2009

EX3200

J Series

M Series

MX Series

T Series

TX Matrix

SRX5800

SRX5600

EX8208

EX4200

SRX3600

SRX3400

EX8216

ANNOUNCING

EX 8216

Highest density wire-speed

10GbE switch

Launching Q2-2009Advanced

Insight Services

EX3200

J Series

M Series

MX Series

T Series

TX Matrix

SRX5800

SRX5600

EX8208

EX4200

SRX3600

SRX3400

EX8216

ANNOUNCING:

EX 2500

EX2500

Wire-rate, low-latency 24-port

10GbE switch for top-of-rack

Launching Q2-2009Advanced

Insight Services

EX3200

J Series

M Series

MX Series

T Series

TX Matrix

SRX5800

SRX5600

EX8208

EX4200

SRX3600

SRX3400

EX8216

EX2500

Advanced Insight

Services

One JUNOS

One Management

One Architecture

Leveraged R&D

Faster time

to market

Customer value

Solutions Enabled Across the Enterprise

Mega Data Centers(thousands)

Clients(billions)

Global High-Performance Network

Campus

Branch

Mobile

MX Series

SRX Series

Refreshed

SA, UAC,

WXC Series

M Series

J /SSG Series

SA Mobile Agent

SA Agent

EX Series

SRX Series

EX Series

Data CenterBranch

Campus

Remote Access

We Are Capitalizing on Industry Inflections

Clients(billions)

Campus

Branch

MobileWorkforce Globalization

Data/App Consolidation

We Are Delivering What CIOs Want Right Now

“Give me ROI in < 12 months”

“Down-time is NOT an option”

“De-risk my business”

“It’s time for an alternative”

Lower TCO

High-Performance Networking Takes Complexity Out of the Network

Legacy Network

Layers are

collapsed

Devices are

collapsed

Operations

are simplified

Access

Aggregation

High-Performance Networking Takes Complexity Out of the Network

Legacy Network

Layers are

collapsed

Devices are

collapsed

Operations

are simplified

Juniper High-Performance Network

9.49.2 9.3

Access

Aggregation

Core Aggregation

+ Core

High-Performance Network:

Scalable

Reliable

Secure

Simple

HPN Drives Lower Cost of Ownership

Clients(billions)

Campus

Branch

Mobile

1/10 number of switches to manage on a large campus

2x to 15x faster security in a small branch

World’s first downloadable secure client for iPhones

TCO impact*

OPEX/time to manage OS

Annual support

Traditional Networking

Vendor

$2.2M $3.3M 33% savings

JUNOS Traditional Network OS

25% savings

$53.7k/yr $105.4k/yr 49% savings

* Source: Juniper TCO tool and case studies

Lower cost of ownership in the

WORKPLACE

HPN Drives Lower Cost of Ownership…

Clients(billions)

Campus

Branch

MobileTCO impact*

$4.6M $9.6M 52% savings

210 RU 450 RU 55% savings

Rack Space

Power 372 MWh/yr 667 MWh/yr 44% savings

Traditional Networking

Vendor

Lower cost of ownership in the

DATA CENTER

JUNOS Traditional Network OS

25% savingsOPEX/time to

manage OS

Live migration of VMs from racks to clouds

Up to 6x better defense against DoS attacks

“Zero-day” vaccination for new security vulnerabilities

* Source: Juniper TCO tool and case studies

Critical Categories of Enterprise Network Operational Costs

Baselinefor AllNetwork OperatingSystems

Switch and Router

DowntimeCosts

(based onreduction in

frequency and duration of unplanned

Network events)

Switch and Router

Maintenance & Support

(a “planned events”

category)

Switch and Router

Deployment Time Costs

(the “adding infrastructure”

UnplannedSwitch and

Router Events

Resolution Costs

(the time needed to resolve unplanned

network events)

… as Demonstrated by an Independent Study

Overall Switch and Router

NetworkOperations

(the combined total savings associated

with planned, unplanned, planning and

provisioning and adding infrastructure tasks)

* Source: The Total Economic Impact of JUNOS Network Operating Systems”, A commissioned study conducted by Forrester Consulting on behalf of Juniper Networks, February 2009.

Multiple Network Operating System versions are the silent killers of efficiency

Forrester Consulting Single Network Operating System Study 02/09

Product Portfolio Drives Customer Value

Products purchased: EX, MX, M10i, J Series

Products purchased:SRX, SA, NSM

Products purchased: SSG with UTM, SA, IDP, WXC, NSM

Products purchased: MX, M7i, J Series, EX, SSG, CTP

Products purchased:IC, EX Series, STRM, NSM

Department of Energy / ESnet

Products purchased: EX Series, MX Series

Products purchased: NS5000, IDP, SA, UAC

China Ministry of Railways

Products purchased:ISG, IDP

Products purchased: MX, EX, ISG, UAC, SA

Customers Want More

Lower TCO

41% lower overall networkoperations cost

44% lower power consumption in data center

Highest-density wire-rate 10GbE switching

Highest-density terabit routing

Industry’s fastest firewall

Only pure Ethernet/IP full-portfolio networking vendor

Fully standards-based interoperability

Voice of the Customer

What’s the message…Demand More

Print Advertising Web 2.0 Technology

Online Advertising

Direct Mail

Connected Sales and Marketing model

Go-To-Market Profile

Surgical Focus

Wallet Share Expansion

Go-To-Market Profile

1:Many

Mind Share and Lead Generation

Account Acquisition

Strongly Aligned Lead Generation

Stimulus Capture

Search/Web/blogs

Electronic Mail Campaigns

Direct Mail Campaigns

QualifyRouteClose

Inside Sales Organization

Nurture: Demand More Center

ProposalEngine

Events &Multi-citySeminars

48 hour response

Hyper-Efficient One-to-Many Coverage

One-to-Many Demand generation

Inside sales

J-Partners

Surgical Focus on High-Performance Networks

One-to-One Targeted direct-touch selling

One-to-Many Demand generation

Inside sales

J-Partners

Quality Partnerships Expand Reach

Resellers

Systems Integrators

Continued Expansion of IBM GTM Partnership

Launched 5 solutions

Certified 418 IBM technical team members

Achieved 2009 quota interlock

2006Results

2007Results

2008Results

Security Hardware Vendors # 4 # 1 # 1

Network Infrastructure

Vendors# 8 # 3 # 2

Resellers

Systems Integrators

Managed Services

Providers

Excellence in Execution in Enterprise

TALENT

DISCIPLINE

SYSTEMS& TOOLS

Pipeline management

Lead distribution

Developing deep skills

Building 1:Many expertise

Sales execution cadence

Balanced scorecard

Enterprise Headlines

Current market dynamics play to our strengths

Innovative technology delivers customer value

Connected Sales & Marketing drives growth

THANK YOU

| Copyright © 2009 Juniper Networks, Inc. | · 2009-03-09 · 2 | Copyright © 2009 Juniper...

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