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JUNIPER NETWORKS OVERVIEW March 2012 Ing Stephen Vella Computime Ltd. Head of Technology Solutions.

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Presentation on theme: "JUNIPER NETWORKS OVERVIEW March 2012 Ing Stephen Vella Computime Ltd. Head of Technology Solutions."— Presentation transcript:

1 JUNIPER NETWORKS OVERVIEW March 2012 Ing Stephen Vella Computime Ltd. Head of Technology Solutions

2 2 Copyright © 2012 Juniper Networks, Inc. www.juniper.net SETTING THE AGENDA FOR THE NEXT DECADE Juniper Networks is transforming the experience and economics of networking

3 3 Copyright © 2012 Juniper Networks, Inc. www.juniper.net JUNIPER AT A GLANCE 2011 Revenue: $4.5 Billion Global Presence: Offices In 47 Countries 9000 Employees #3 In Edge Routing, Ethernet Switching #2 In Core Routing, SP Routing, Network Security #1 In High-end Firewall Doing Business With 96% Of Fortune 100 Powering 6 Of The World’s 7 Largest Stock Exchanges Securing 80% Of All Smart Phone Traffic In North America Mission: Connect Everything. Empower Everyone

4 4 Copyright © 2012 Juniper Networks, Inc. www.juniper.net  $1,120.8 million, up 1% Q/Q  Non-GAAP EPS $0.28  Cash flow from operations, $243.6M  Service Provider 60% of revenue  Enterprise 40% of revenue Q4‘11 Revenue Diversification Q4‘11 Highlights Revenue and Non-GAAP EPS Q4’11 RESULTS: SOLID PERFORMANCE IN A CHALLENGING MACRO-ENVIRONMENT Chart reflects non-GAAP EPS 46% 18% 36% APAC EMEA Americas

5 5 Copyright © 2012 Juniper Networks, Inc. www.juniper.net Connect everything. Empower everyone. CLEAR MISSION AND FOCUSED STRATEGY Silicon Systems Software Through high-performance network and industry innovation

6 6 Copyright © 2012 Juniper Networks, Inc. www.juniper.net THE CONNECTED CULTURE 2010-2020 Proliferation of Devices Content Consumption Connected Socialization Machine to Machine

7 7 Copyright © 2012 Juniper Networks, Inc. www.juniper.net CONNECTED CULTURE DRIVES EXPONENTIAL GROWTH +27% 2008-2020 CAGR WWW is born Digital decade +32% Video 17x Growth 2008-2020 180,000 160,000 140,000 120,000 100,000 80,000 60,000 40,000 20,000 19902021201720142011200820052002199919961993 Forecast Model +20% Non-video # of Connections MACHINE TO MACHINE? Worldwide internet traffic, 1990-2020 PB/month

8 8 Copyright © 2012 Juniper Networks, Inc. www.juniper.net Forecasted investment in Internet Historical investment in Internet Forecasted revenue from Internet Historical revenue from Internet Revenue Investment Worldwide service provider revenue vs. investment with innovation, 2003-2020 $ in USD Billion 2003 2005 2007 2009 2011 2013 2015 2017 2019 1,200 1,100 1,000 900 800 700 600 500 400 300 200 100 Forecast Model AND A PREDICTABLE REVENUE VS COST PROBLEM

9 9 Copyright © 2012 Juniper Networks, Inc. www.juniper.net NEED FOR NEW NETWORK EQUATION High Performance Networking Partner Solutions Accelerated Innovation and Competition Drives… Reliable Fast Scalable Simple Secure Profitable Versatile Dynamic Open New, better experiences New flexibility and agility New customer solutions $ New revenue sources New NetworkEcosystem InnovationNetwork Innovation

10 10 Copyright © 2012 Juniper Networks, Inc. www.juniper.net QFabric ™ and the 3-2-1 data center network architecture Simplify, secure and automate the data center and the end of economic and experience trade-offs Systems and new silicon: “3D scaling” and universal edge Junos Trio chipset = 3D scaling breakthrough MX Series 3D routers = first universal edge platform Software platform: fueling innovation across the network Junos Operating System + Junos Space + Junos Pulse INNOVATIONS FOR THE NEW NETWORK 2 3 The Converged Supercore™ Integrated end-to-end packet transport Unmatched network scale/fewer network elements

11 11 Copyright © 2012 Juniper Networks, Inc. www.juniper.net JUNOS: OPEN PLATFORM FOR INNOVATION Application Innovation By… Systems From…

12 12 Copyright © 2012 Juniper Networks, Inc. www.juniper.net THE NEW NETWORK… INNOVATES AND AUTOMATES WITH JUNOS AND APPLICATIONS

13 13 Copyright © 2012 Juniper Networks, Inc. www.juniper.net OS AND APPLICATIONS: MOVING UP THE VALUE STACK Developer opportunity for cross-device innovation Partner opportunity for network end-point innovation Developer opportunity for on-device innovation User application layer Network application layer Network layer CONNECTIVITYSECURITYFUTURE SERVICES STANDARDS INTERFACES (TCG, IEEE) DEVICE API PLATFORM PLATFORM AND UI SDK CONTROL PLANE DEVICE APISDK DATA PLANE SERVICES PLANE

14 14 Copyright © 2012 Juniper Networks, Inc. www.juniper.net THE NEW NETWORK FOR SERVICE PROVIDERS… SCALES IN 3 DIMENSIONS

15 15 Copyright © 2012 Juniper Networks, Inc. www.juniper.net 3D SCALING FOR THE SERVICE PROVIDER NEW NETWORK Trio chipset Universal edge BandwidthSubscribersServices MX 3D Series Universal Edge Router Video Mobile Voice And Data Real Time Content Low subscribers/high bandwidth SERVICE 1 High subscribers/low bandwidth SERVICE 2 High subscribers/high bandwidth SERVICE 3

16 16 Copyright © 2012 Juniper Networks, Inc. www.juniper.net THE CONVERGED SUPERCORE SIMPLIFIES AND OPTIMIZES THE NETWORK CORE New Architecture Approach: The Converged Supercore gives you unprecedented scale, simplicity, and operational efficiency. Converged Supercore simplifies the network to 1 layer to aggregate and manage the explosive growth in bursty traffic  45-65% network cost savings  5x packet processing  4x the speed  10x system scale  1/3 of power consumption  Industry’s fastest switching silicon  Industry-leading density at 10G, 40G, and 100G  Dramatically reduces the number of network elements The result: Better scale, experience and economics Converged Supercore

17 17 Copyright © 2012 Juniper Networks, Inc. www.juniper.net THE NEW NETWORK DATA CENTER IS… SIMPLIFIED

18 18 Copyright © 2012 Juniper Networks, Inc. www.juniper.net TODAY’S DATA CENTER IS A BALANCING ACT – TRADING OFF EXPERIENCE AND ECONOMICS Competitive Pressures Customer Experience Partners/ Supply Chain Cost Containment Productivity Business Continuity Experience Economics Business Pressures

19 19 Copyright © 2012 Juniper Networks, Inc. www.juniper.net FORCING TRADE-OFFS Data Center Priorities Economics Experience Speed to market Improve quality/accuracy Increase customer satisfaction Increase market share Increase revenue Reduce costs January 2010 0%100% 9%18%20%12%19%21% Other (not on graph 1%) Source: Derived from IDC Datacenter and Cloud Study 2010

20 20 Copyright © 2012 Juniper Networks, Inc. www.juniper.net THAT ARE OVERCOME BY THE NEW NETWORK Legacy Three Tier Data Center Up to 75% of traffic EW 3 Juniper Two Tier Data Center 2 Juniper’s Data Center Fabric 1 The Challenge  Too complex  Too slow  Too expensive  Too inflexible

21 21 Copyright © 2012 Juniper Networks, Inc. www.juniper.net THE NEW NETWORK MEETS THAT CHALLENGE Data Center Network Core Servers/storageHTTP/Web services Servers Dynamic security at scale A A Application visibility B B Identity aware networking Identity aware networking C C Automating security infrastructure D D

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