JUNIPER NETWORKS IR INVESTOR AND ANALYST UPDATE

Transcription

1 JUNIPER NETWORKS IR INVESTOR AND ANALYST UPDATE MOBILE WORLD CONGRESS Barcelona, Spain February 28, Copyright 2012 Juniper Networks, Inc.

2 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.. 2 Copyright 2012 Juniper Networks, Inc.

3 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 3 Copyright 2012 Juniper Networks, Inc.

4 KEVIN JOHNSON CHIEF EXECUTIVE OFFICER 4 Copyright 2012 Juniper Networks, Inc.

5 JUNIPER NETWORKS IR INVESTOR AND ANALYST UPDATE STEFAN DYCKERHOFF, EVP PLATFORM SYSTEMS DIVISION BOB MUGLIA, EVP SOFTWARE SOLUTIONS DIVISION Mobile World Congress February 28, Copyright 2012 Juniper Networks, Inc.

6 Juniper Systems Junos Software Juniper People 6 Copyright 2012 Juniper Networks, Inc.

7 Customers segment their networking challenges by domain EDGE ACCESS & AGGREGATION CORE CONSUMER & ENTERPRISE DEVICES SERVICE PROVIDER ENTERPRISE DATA CENTER CAMPUS & BRANCH Security One Junos 7 Copyright 2012 Juniper Networks, Inc. WAN

8 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* 8 Copyright 2012 Juniper Networks, Inc. * Infonetics, November 2

9 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 9 Copyright 2012 Juniper Networks, Inc.

10 JUNIPER S DIFFERENCE UNIVERSAL ACCESS Universal Access Universal Edge Datacenters Mobile Residential ACX Broadband Universal Edge IP/Internet Backbone Business Business Edge 10 Copyright 2012 Juniper Networks, Inc.

11 EDGE Point in the SP network where services are initiated includes Mobile Edge (EPC), Broadband Edge (BNG), and Business Edge 2011 TAM: $10.7B* 11 Copyright 2012 Juniper Networks, Inc. * Infonetics, November 2

12 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 12 Copyright 2012 Juniper Networks, Inc.

13 JUNIPER S DIFFERENCE MX: THE ONLY TRUE UNIVERSAL EDGE 5.3 Tb/s 20x1GE 40xGE 40x1GE 2x10GE 80Gbps 960Gb/s 2.8 Tb/s Residential Business Metro & Aggregation Data Center Mobile Video Delivery, Caching, Load Balancing, Security, Firewall, Application-aware Networking, CG-NAT/PAT SDK 13 Copyright 2012 Juniper Networks, Inc.

14 CORE Connecting data centers, peering points and the Edge 2011 TAM: $3.2B* 14 Copyright 2012 Juniper Networks, Inc. * Infonetics, November 2

15 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 15 Copyright 2012 Juniper Networks, Inc.

16 JUNIPER S DIFFERENCE: CONVERGED SUPERCORE 16 Copyright 2012 Juniper Networks, Inc.

17 JUNIPER S DIFFERENCE: T4000 Nearly 2X slot capacity of nearest competitor Outstanding investment protection from T640 and T Copyright 2012 Juniper Networks, Inc.

18 DATA CENTER Heart of the enterprise network and the foundation for SP clouds 2011 TAM: $9.8B* 18 Copyright 2012 Juniper Networks, Inc. * Dell Oro, November 2

19 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 19 Copyright 2012 Juniper Networks, Inc.

20 JUNIPER S DIFFERENCE: THE DATA CENTER SRX Internet intranet QFabric MX 20 Copyright 2012 Juniper Networks, Inc.

21 DATA CENTER VMware Microsoft Citrix OpenFlow Juniper Network Virtualization Automate Junos Space Protect vgw Isolate 21 Copyright 2012 Juniper Networks, Inc.

22 WAN Connects data centers, the campus and branch, and device users together for the enterprise 2011 TAM: $3.1B* 22 Copyright 2012 Juniper Networks, Inc. * Dell Oro, November 2

23 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 23 Copyright 2012 Juniper Networks, Inc.

24 JUNIPER S DIFFERENCE Resilient cloud consolidates data transport MPLS QoS improves Critical Application Performance Reduce Cost Fewer WAN links with higher utilization Data Center 1 Private MPLS Cloud Corporate Campus Point-to-Point WDM WAN Point-to-Point WDM 24 Copyright 2012 Juniper Networks, Inc. L2 L2 L2 L2 L2 L2 Applications engineered into LSPs across MPLS Core WAN Critical applications protected by Fast Reroute Detour paths and secondary LSPs L2 L2 L2 L2 Data Center 2 Data Center 3

25 CAMPUS & BRANCH Where end users and devices are connected to the enterprise network 2011 TAM: $18.2B* 25 Copyright 2012 Juniper Networks, Inc. * Dell Oro, November 2

26 WHAT S HAPPENING Bring your own device Security perimeter expanding Wireless is the default Need for resiliency as application dependence grows 26 Copyright 2012 Juniper Networks, Inc.

27 JUNIPER PRODUCT SUITE FOR THE WIRED-LESS CAMPUS ewer Wires Virtual chassis Fewer devices to manage Cost effective 10GE agg omprehensive Security All in one firewall + IPS Industry leading scale from small to very large Scalable Mobility Nonstop mobility Ubiquitous connectivity Wired-like application experience Single Client for all Devices Security + access Enforces policies Supports all major devices 27 Copyright 2012 Juniper Networks, Inc.

28 CONSUMER & BUSINESS DEVICE End user devices that access business and consumer data 2011 TAM: $0.9B* 28 Copyright 2012 Juniper Networks, Inc. * Company Estimates, November 20

29 WHAT S HAPPENING Every device is personal and professional Non-standard device proliferation Unmanaged devices 29 Copyright 2012 Juniper Networks, Inc.

30 JUNIPER S DIFFERENCE Anytime, Anywhere Secure Access Corporate / Cloud VPN Authentication Differentiated Access Connect Protect Anytime, Anywhere Threat Protection Mobile Loss and Theft Mobile Threat Prevention Manage 30 Copyright 2012 Juniper Networks, Inc. Anytime, Anywhere Device and App Control Device Management App Management Content monitoring

31 WHY DOES ONE JUNOS MATTER? Engineering Customers Sales Partners Leverage Value Portfolio Effect Integration Solve a hard problem once Reuse successful components Lower TCO Consistent behavior Simplicity Cross-selling and pullthrough sales Sell once, train once Tighter integration Broader opportunities Round out the portfolio Accelerate innovation 31 Copyright 2012 Juniper Networks, Inc.

32 JUNIPER SECURITY Device Network Applications UAC SSL VPN Comprehensive Security Strategy Security Datacenter SRX3400 VGW Campus/ SRX240 App Branch Secure SRX5800 Cloud VGW Advanced Attacks Protect Security at the the Device Services Attacks Flexible Protect at the Deployment the Network Attacks Protect Security at the the Intelligence Applications 32 Copyright 2012 Juniper Networks, Inc.

33 EDGE ACCESS & AGGREGATION CORE CONSUMER & ENTERPRISE DEVICES SERVICE PROVIDER ENTERPRISE DATA CENTER CAMPUS & BRANCH WAN Security One Junos 33 Copyright 2012 Juniper Networks, Inc.

34 34 Copyright 2012 Juniper Networks, Inc.