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

JUNIPER NETWORKS
IR INVESTOR AND
ANALYST UPDATE
MOBILE WORLD CONGRESS
Barcelona, Spain
February 28, 2012

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

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 John Nunziati

Welcome Kevin Johnson

Innovation in the New Network Stefan Dykerhoff & Bob Muglia

Q&A 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 Junos Juniper
Systems Software People


Customers segment their networking challenges by domain
EDGE

ACCESS &
CORE
AGGREGATION

CONSUMER & SERVICE PROVIDER DATA
ENTERPRISE
CENTER
DEVICES ENTERPRISE

Security
CAMPUS &
WAN
BRANCH
7
One Junos
Copyright © 2012 Juniper Networks, Inc. www.juniper.net

ACCESS &
AGGREGATION
2011 TAM: $3.3B*
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

* Infonetics, November 2011

WHAT‟S HAPPENING

 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


JUNIPER‟S DIFFERENCE
UNIVERSAL ACCESS
Universal Access Universal Edge

Mobile Datacenters
Edge

Mobile

IP/Internet
Universal
Broadband
ACX
Edge
Residential

Backbone

Business
Business Edge


EDGE
Point in the SP network where services are
initiated – includes Mobile Edge (EPC),
2011 TAM: $10.7B*

Broadband Edge (BNG), and
Business Edge


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


MX: THE ONLY TRUE UNIVERSAL EDGE
5.3 Tb/s
2.8 Tb/s
40x1GE 960Gb/s
20x1GE 40xGE 2x10GE 80Gbps

Residential Business Metro & Aggregation Data Center Mobile

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

SDK


CORE
Connecting data centers,
2011 TAM: $3.2B*
peering points and the Edge


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

* 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

Internet
intranet

QFabric MX


DATA CENTER
VMware Microsoft Citrix OpenFlow

Juniper Network Virtualization
Automate Space
Junos Protect vGW Isolate


WAN
Connects data centers, the campus
2011 TAM: $3.1B*
and branch, and device users together
for the enterprise


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


Point-to-Point WDM
 Resilient cloud Data Center 1 Applications engineered into Data Center 2
consolidates data L2
LSPs across MPLS Core
transport L2
L2

 MPLS QoS
improves Critical L2
L2
Application
L2
Performance Private MPLS Cloud WAN

 Reduce Cost – Corporate Campus Data Center 3
Fewer WAN links L2

with higher L2

utilization WAN
L2
Critical applications
protected by Fast Reroute
L2
Detour paths and
secondary LSPs
Point-to-Point WDM

CAMPUS
& BRANCH
2011 TAM: $18.2B*
Where end users and devices are connected
to the enterprise network


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 Scalable Mobility
 Virtual chassis  Nonstop mobility
 Fewer devices to  Ubiquitous connectivity
manage  Wired-like application
 Cost effective 10GE agg experience

Comprehensive Security Single Client for all Devices
 All in one firewall + IPS  Security + access
 Industry leading scale –  Enforces policies
from small to very large  Supports all major devices


CONSUMER &
BUSINESS DEVICE
2011 TAM: $0.9B*
End user devices that access business and
consumer data

* Company Estimates, November 2011

WHAT‟S HAPPENING

 Every device is personal and professional
 Non-standard device proliferation
 Unmanaged devices


JUNIPER‟S DIFFERENCE Anytime, Anywhere
Anytime, Anywhere Threat Protection
Secure Access • Mobile Loss and Theft
• Corporate / Cloud VPN • Mobile Threat Prevention
• Authentication
• Differentiated Access

Connect Protect

Manage
Anytime, Anywhere
Device and App Control
• Device Management
• App Management
• Content monitoring

WHY DOES ONE JUNOS MATTER?
Engineering Customers Sales Partners

Leverage Value Portfolio Effect Integration
 Solve a hard  Lower TCO  Cross-selling and pull-  Tighter integration
problem once  Consistent behavior through sales  Broader opportunities
 Reuse successful  Simplicity  Sell once, train once  Round out the portfolio
components
 Accelerate innovation


JUNIPER SECURITY
Device Network Applications

Datacenter
SRX3400 VGW
UAC

Comprehensive Security Campus/
SRX240App Secure
Branch
SSL VPN

Cloud
SRX5800 VGW

Attacks at the Device
Protect the Device
Advanced Security Services Attacks atDeployment
Protect the Network
Flexible the Network Attacks at the Applications
Protect theIntelligence
Security Applications


EDGE

ACCESS &
CORE
AGGREGATION

CONSUMER & SERVICE PROVIDER DATA
ENTERPRISE
CENTER
DEVICES ENTERPRISE

CAMPUS &
WAN
BRANCH

Security
33 One Junos
Copyright © 2012 Juniper Networks, Inc. www.juniper.net

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

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