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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. 2
SERVICE PROVIDER BUSINESS EXECUTION Kim Perdikou EVP and GM, Infrastructure Products Group Juniper Networks 3
Core Strategies FOCUS ON HIGH PERFORMANCE NETWORKING One JUNOS THE POWER OF ONE JUNOS Aligned GTM ALIGN GTM BY SEGMENT, EMBRACE PARTNERSHIPS Service Providers Service Providers Enterprise Customer- Focused Value DELIVER CUSTOMER-FOCUSED VALUE HPN Networking Reduce OPEX Choice and Flexibility Excellence in Execution EXECUTIONAL EXCELLENCE Planning Process Productivity People Advance Intellectual Property INNOVATION FOR THE FUTURE Mega- Consolidation Platform Services Mobility Video Green 4
Service Provider Headlines WIN Delivering compelling customer business value Market Mind Wallet SHARE Expanded customer relationships both BREADTH & DEPTH With uniquely differentiated technology 5
2008: A Leap Year! Customer Challenges Products and Solutions Global & Tier 1 SERVICE VELOCITY VALUE & COST PER BIT SOLUTIONS Tier 2 and Emerging Overall MONETIZE THE NETWORK REDUCE TCO HIGH-PERFORMANCE NETWORKING TX, MX, EX, SRX INTELLIGENT SERVICES EDGE HIGH AVAILABILITY 6
2008: A Leap Year! Customer Challenges Products and Solutions Global & Tier 1 Tier 2 and Emerging Overall SERVICE VELOCITY MONETIZE THE NETWORK REDUCE TCO HIGH-PERFORMANCE NETWORKING Won Comcast! 54% Growth in Strategic Projects! VALUE & COST PER BIT SOLUTIONS 165% YoY Revenue Growth! TX, MX, EX, SRX #1 SP Routing in 15+ Countries! INTELLIGENT SERVICES EDGE Top 100 vs. 65 Service Providers! 22 Open IP Partners! 27% YoY Revenue Growth! 2.4% Market Share Gain! HIGH AVAILABILITY 7
Forces Shaping the Future of Networking CONTENT CREATION AND CONSUMPTION Act Like a Teenager! INCREASING VIDEO Video Fueling Exafloods of Internet Traffic NEW COMPUTING PARADIGM IT Moving Towards Cloud Computing MOBILITY Mobile Planet Driving Wireless Everywhere 8
What s Hot and What s Not Wholesale Enterprise Consumer Implications Drivers Video Mobility IP Traffic Growth Peer 2 Peer IT Outsource Digital Home Value per bit Assured Experience Virtualized Network Video Conferencing Managed Services Video on Demand Solutions Upsell P2P, Gaming Cost per bit Best Effort Solutions Bandwidth Internet Access Connected User 9
Value on Three Levels NETWORK PENETRATION Architecture Solutions Business Value Realized Strategic Value Realized Portfolio Technology Value Realized CUSTOMER RELATIONSHIP 10
Five High Value Solutions NETWORK PENETRATION Architecture Solutions 2009 Solutions Business High Def Video Conferencing Value Realized Strategic Value Realized Mobile Broadband Technology Value Realized Multiplay Portfolio Data Center Managed Services CUSTOMER RELATIONSHIP 12
Mobile Moves to IP T Series MOBILE SUBSCRIBER MANAGEMENT Mobile AAA MOBILE SECURITY Customers M Series SRC SBR SRX Series ISG/IDP Database Server JCS1200 Common Services Policy Layer MX Series E Series RNC/BNC JCS1200 Control System JCS1200 EX Series CTP Series BX 7000 J Series M Series MX Series M Series T Series IP/MPLS (MPBN) Backbone J Series CTP Series BX Series M Series Ex 4200 MX Series M Series E Series SRX Series EX Series ISG / IDP CTP Series SRC Series SBR Series 2G 3G 4G PWE3 BX 7000 MX Series Mobile Data Center Cell Site Radio Access Network (RAN) Pre-Aggregation Aggregation IP/MPLS (MPBN) Backbone Identity and Policy Security Mobile Data Center Common Services Framework 13
Assured Video Experience Common Services Policy Layer Customers T Series POLICY MANAGEMENT SECURITY JCS1200 ENTERPRISE - A SRC SRX Series ISG/IDP Database Server M Series E Series EX-Series EX Series MX Series MX 240 MX Series M Series E Series EDGE J Series BX Series SRX Series MX 480 MX 960 CARRIER-ETHERNET Satellite ISG RCVR JCS1200 CORE T Series ISG / IDP SRC Series J-Series M-120 Multi-Play ENCODERVOD MX 960 VIDEO HEAD END SBR Series ENTERPRISE - B RESIDENCE Customer Premise Access Aggregation Metro Core Regional Video/ Head End Video Serving Office Core Security HD Video Conference Common Service Framework 14
Helping Carriers Win Enterprise Business EX Series Customers Verizon offers M Series MX Series T Series ISG SRX Series Managed Service Provider Network Internet NS Manger JUNOScope Managed Connectivity solutions Managed Threat Management solutions J Series WX Series IDP SA Series SSG NSM JUNOScope J Series SSG WX EX Series BRANCH J Series WX SRX Series CAMPUS SSG EX Series SSG SA Series REMOTE USERS AAA Engine SSG EX8200 SRX Series M5 WX Policy Engine DATA CENTER Managed Application Acceleration solutions based on Juniper technologies Connectivity LAN Switching Application Acceleration Security Remote Access Application Delivery Unified Communication Cloud Security SaaS HD Video Conferencing 15
Inside the Global High-Performance Network Clients (billions) Global High-Performance Network Mega Data Centers (thousands) Mobile Home Branch Campus 16
A New Frontier in Operational Efficiency Intelligent Service Edge (M, MX) Intelligent Service Edge (M, MX) TX Matrix Plus Network 1: Core and edge for service A, B, C Intelligent Service Edge (M, MX) Intelligent Service Edge (M, MX) Network 2: Core and edge for service X, Y, Z 17
Achieved Through Virtualization by Juniper! Intelligent Services Edge Virtualized Core Network Intelligent Services Edge M Series MX Series M Series MX Series TX Matrix Plus Virtualization for services and organizational control Based on one OS: JUNOS! With performance at scale, rich services, and low TCO 18
Bringing Value to the Market NETWORK PENETRATION Architecture Solutions Business Value Realized Strategic Value Realized Business model evolution Architectural advantage Technology Value Realized TCO achieved Value Services created Portfolio Product scope expanded Technical problem solved CUSTOMER RELATIONSHIP 19
Diversifying Revenue Base Depth TOP 100 Service Providers! # of Strategic Projects 2007 2008 # of SP Customers 65 Breadth 100 20
Deepening Our Partnership: NSN Expansion of long-standing GTM partnership Increasing Carrier Ethernet portfolio Joint R&D for integrated solutions 21
Service Provider Headlines WIN Delivering compelling customer business value Market Mind Wallet SHARE Expanded customer relationships both BREADTH & DEPTH With uniquely differentiated technology 23
THANK YOU 24
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