Juniper Networks IR Investor and Analyst Update - Mobile World Congress 2012

1 Copyright © 2012 Juniper Networks, Inc. www.juniper.net

JUNIPER NETWORKS

IR INVESTOR AND

ANALYST UPDATE MOBILE WORLD CONGRESS

Barcelona, Spain

February 28, 2012


SAFE HARBOR

Information, statements and projections contained in these presentation slides and related meeting 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 conditions globally or regionally; business and economic conditions in the networking

industry; changes in overall technology spending; 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-K filed with the Securities

and Exchange Commission (SEC). All information, statements and projections contained in these slides and related webcast speak only as of

the date of this presentation and related webcast. Juniper Networks undertakes no obligation to update the information contained in these slides

and related meeting in the event facts or circumstances subsequently change.

.


TODAY‟S AGENDA

Opening/Reminders

Welcome

Innovation in the New Network

Q&A

John Nunziati

Kevin Johnson

Stefan Dykerhoff & Bob Muglia

Stefan Dykerhoff & Bob Muglia


KEVIN JOHNSON CHIEF EXECUTIVE OFFICER


JUNIPER NETWORKS

IR INVESTOR AND

ANALYST UPDATE STEFAN DYCKERHOFF, EVP PLATFORM SYSTEMS DIVISION

BOB MUGLIA, EVP SOFTWARE SOLUTIONS DIVISION

Mobile World Congress

February 28, 2012


Juniper

Systems

Junos

Software

Juniper

People


CORE

EDGE

ACCESS &

AGGREGATION

WAN CAMPUS &

BRANCH

Customers segment their networking challenges by domain

DATA

CENTER

CONSUMER &

ENTERPRISE

DEVICES

SERVICE PROVIDER

ENTERPRISE

Security

One Junos


ACCESS & AGGREGATION Service Provider network that connects

directly to a customer‟s location. It is the

“on-ramp” to the SP network and how/where

most enterprise WANs connect to the SP

2011 TAM: $3.3B*

* Infonetics, November 2011


3G and 4G deployments require upgrades to backhaul

networks to keep up with increased radio capacity

Users demanding increased quality of experience

and access can‟t constrain that

One IP network for all applications

WHAT‟S HAPPENING


JUNIPER‟S DIFFERENCE UNIVERSAL ACCESS

Mobile

Residential

Business

Mobile

Edge

Backbone

Broadband

Edge

Universal

Edge

Business

Edge

Business

Edge

Datacenters

IP/Internet

Universal Access Universal Edge

ACX


EDGE

Point in the SP network where services are

initiated – includes Mobile Edge (EPC),

Broadband Edge (BNG), and

Business Edge

2011 TAM: $10.7B*



WHAT‟S HAPPENING

Exponential traffic growth challenges user

experience & SP economics

Mobile is leading the charge–new devices & apps

OTT vs. NSP competing for customer wallet-share

Services capability will define SP success


Video Delivery, Caching, Load Balancing, Security, Firewall, Application-aware Networking, CG-NAT, Mobile Packet Core

SDK

JUNIPER‟S DIFFERENCE MX: THE ONLY TRUE UNIVERSAL EDGE

Business Data Center Residential Mobile Metro & Aggregation

2.8 Tb/s

5.3 Tb/s

960Gb/s

80Gbps 40x1GE 2x10GE 40xGE 20x1GE


CORE

Connecting data centers,

peering points and the Edge 2011 TAM: $3.2B*



WHAT‟S HAPPENING

Separate networks create opex and capex inefficiencies

Network consolidation requires massive node capacities

Advances in optics (packaging, reach) make converging

networks viable for the first time

Power costs are high and rising


JUNIPER‟S DIFFERENCE: CONVERGED SUPERCORE


JUNIPER‟S DIFFERENCE: T4000

Nearly 2X slot capacity of

nearest competitor

Outstanding investment protection

from T640 and T1600


DATA CENTER

Heart of the enterprise network

and the foundation for SP clouds 2011 TAM: $9.8B*

* Dell „Oro, November 2011


WHAT‟S HAPPENING

Explosive growth in infrastructure with virtualization

everywhere, making security and manageability

a major challenge

Private cloud enables strategic IT

User expectations of app provisioning in minutes, not days


JUNIPER‟S DIFFERENCE: THE DATA CENTER

SRX

MX QFabric

Internet

intranet


Juniper Network Virtualization

VMware Microsoft Citrix

Automate Protect Isolate Junos Space vGW

DATA CENTER

OpenFlow


WAN

Connects data centers, the campus

and branch, and device users together

for the enterprise

2011 TAM: $3.1B*



WHAT‟S HAPPENING

More data – streams, images, video, cloud apps

More connections – more users and devices/user

More consolidation – more applications on the WAN

increase need for segmentation


Data Center 1

Data Center 3

Data Center 2

Corporate Campus

JUNIPER‟S DIFFERENCE

Resilient cloud

consolidates data

transport

MPLS QoS

improves Critical

Application

Performance

Reduce Cost –

Fewer WAN links

with higher

utilization

Point-to-Point WDM

Point-to-Point WDM

WAN

L2

L2

L2

L2

L2

L2

L2

L2

L2

L2 WAN

Applications engineered into LSPs across MPLS Core

Critical applications protected by Fast Reroute

Detour paths and secondary LSPs

Private MPLS Cloud


CAMPUS & BRANCH Where end users and devices are connected

to the enterprise network

2011 TAM: $18.2B*



WHAT‟S HAPPENING

Bring your own device

Security perimeter expanding

Wireless is the default

Need for resiliency as application

dependence grows


JUNIPER PRODUCT SUITE FOR THE WIRED-LESS CAMPUS

Fewer Wires

Comprehensive Security

Scalable Mobility

Single Client for all Devices

Virtual chassis

Fewer devices to

manage

Cost effective 10GE agg

All in one firewall + IPS

Industry leading scale –

from small to very large

Nonstop mobility

Ubiquitous connectivity

Wired-like application

experience

Security + access

Enforces policies

Supports all major devices


CONSUMER & BUSINESS DEVICE End user devices that access business and

consumer data

2011 TAM: $0.9B*

* Company Estimates, November 2011


WHAT‟S HAPPENING

Every device is personal and professional

Non-standard device proliferation

Unmanaged devices


JUNIPER‟S DIFFERENCE

Protect Connect

Manage

Anytime, Anywhere

Threat Protection • Mobile Loss and Theft

• Mobile Threat Prevention

Anytime, Anywhere

Secure Access • Corporate / Cloud VPN

• Authentication

• Differentiated Access

Anytime, Anywhere

Device and App Control • Device Management

• App Management

• Content monitoring


WHY DOES ONE JUNOS MATTER?

Engineering

Leverage

Solve a hard

problem once

Reuse successful

components

Accelerate innovation

Customers

Value

Lower TCO

Consistent behavior

Simplicity

Sales

Portfolio Effect

Cross-selling and pull-

through sales

Sell once, train once

Partners

Integration

Tighter integration

Broader opportunities

Round out the portfolio


VGW

Attacks at the Network Attacks at the Applications Attacks at the Device

Network

JUNIPER SECURITY Device Applications

Datacenter

Campus/

Branch

Cloud

UAC

SSL VPN

SRX3400

SRX240

SRX5800

VGW

App Secure

Protect the Network Protect the Applications Protect the Device Flexible Deployment Security Intelligence Advanced Security Services

Comprehensive Security


CORE

EDGE

ACCESS &

AGGREGATION

WAN CAMPUS &

BRANCH

DATA

CENTER

CONSUMER &

ENTERPRISE

DEVICES

SERVICE PROVIDER

ENTERPRISE

Security

One Junos


Date post:	05-Dec-2014
Category:	Technology
Upload:	juniper-networks
View:	2,027 times
Download:	1 times

Juniper Networks IR Investor and Analyst Update - Mobile World Congress 2012

Technology