| Copyright © 2009 Juniper Networks, Inc. | ...2 | Copyright © 2009 Juniper Networks, Inc. | Safe...
Transcript of | Copyright © 2009 Juniper Networks, Inc. | ...2 | Copyright © 2009 Juniper Networks, Inc. | Safe...
| Copyright © 2009 Juniper Networks, Inc. | www.juniper.net2
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”.
| Copyright © 2009 Juniper Networks, Inc. | www.juniper.net3
SERVICE PROVIDERBUSINESS EXECUTION
Kim Perdikou
EVP and GM, Infrastructure Products Group
Juniper Networks
| Copyright © 2009 Juniper Networks, Inc. | www.juniper.net4
Core StrategiesFOCUS ON HIGH PERFORMANCE NETWORKING
THE POWER OF ONE
INNOVATION FOR THE FUTURE
PlatformServices
Service Providers
HPNNetworking
Choice and Flexibility
ReduceOPEX
Mobility VideoMega-
Consolidation Green
Process PeopleProductivityPlanning
Service Providers
Enterprise
JUNOS
ALIGN GTM BY SEGMENT, EMBRACE PARTNERSHIPS
DELIVER CUSTOMER-FOCUSED VALUE
EXECUTIONAL EXCELLENCE
Aligned
GTM
Customer-
Focused
Value
One
JUNOS
Advance
Intellectual
Property
Excellence
in
Execution
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Service Provider Headlines
Expanded customer relationships
both BREADTH & DEPTH
With uniquely differentiated technology
Delivering compelling customer
business valueWIN
Market
Mind
Wallet
SHARE
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Customer Challenges
Productsand Solutions
SERVICE VELOCITY
MONETIZE THE NETWORK
REDUCE TCO
HIGH-PERFORMANCE
NETWORKING
VALUE & COST PER BIT
SOLUTIONS
TX, MX, EX, SRX
INTELLIGENT SERVICES
EDGE
HIGH AVAILABILITYOverall
Global & Tier 1
Tier 2 and Emerging
2008: A Leap Year!
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Customer Challenges
Productsand Solutions
SERVICE VELOCITY
MONETIZE THE NETWORK
REDUCE TCO
HIGH-PERFORMANCE
NETWORKING
VALUE & COST PER BIT
SOLUTIONS
TX, MX, EX, SRX
INTELLIGENT SERVICES
EDGE
HIGH AVAILABILITYOverall
Global & Tier 1
Tier 2 and Emerging
2008: A Leap Year!
Won Comcast!
54% Growth in Strategic Projects!
165% YoY Revenue Growth!
#1 SP Routing in 15+ Countries!
Top 100 vs. 65 Service Providers!
22 Open IP Partners!
27% YoY Revenue Growth!
2.4% Market Share Gain!
| Copyright © 2009 Juniper Networks, Inc. | www.juniper.net8
Forces Shaping the Future of Networking
INCREASING VIDEO
Video Fueling Exafloods of Internet Traffic
CONTENT CREATION AND CONSUMPTION
Act Like a Teenager!
MOBILITY
Mobile Planet Driving Wireless Everywhere
NEW COMPUTING PARADIGM
IT Moving Towards Cloud Computing
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Best Effort
Assured Experience
ImplicationsConsumer
Connected User
P2P, Gaming
Video on Demand
Enterprise
Internet Access
Video Conferencing
Managed Services
Wholesale
Bandwidth
Virtualized Network
What’s Hot and What’s Not
Mobility
Video
Drivers
Value per bit
Solutions
IP Traffic
Growth
Cost per bit
Solutions
Upsell
Digital HomePeer 2 Peer IT Outsource
| Copyright © 2009 Juniper Networks, Inc. | www.juniper.net10
Value on Three Levels
Technology
Value Realized
Business
Value Realized
Strategic
Value Realized
CUSTOMER RELATIONSHIP
NETWORK PENETRATION
Portfolio
Solutions
Architecture
| Copyright © 2009 Juniper Networks, Inc. | www.juniper.net12
Five High Value Solutions
CUSTOMER RELATIONSHIP
NETWORK PENETRATION
Technology
Value Realized
Business
Value Realized
Strategic
Value Realized
Portfolio
Solutions
Architecture
| Copyright © 2009 Juniper Networks, Inc. | www.juniper.net12
2009 Solutions
Mobile Broadband
Data Center
Multiplay
High Def Video Conferencing
Managed Services
| Copyright © 2009 Juniper Networks, Inc. | www.juniper.net13
Mobile Moves to IP
Customers
EX Series
E Series
J Series
CTP Series
SRX Series
BX Series
SRC Series
ISG / IDP
M Series
T Series
MX Series
JCS1200
SBR Series
AggregationCell Site Pre-Aggregation
Common Services
FrameworkSecurity
Identity and Policy
IP/MPLS(MPBN)
Backbone
Mobile Data
Center
IP/MPLS (MPBN)
Backbone
T SeriesMX Series M Series
JCS1200
JCS1200
Control
System
Database Server
Common Services Policy Layer
SRX
SeriesSRC
MOBILE
SECURITY
ISG/IDP
MOBILE
SUBSCRIBER
MANAGEMENT
SBR
Mobile
AAA
RNC/BNC
Mobile Data Center
PWE34G3G2G
MX Series M Series E Series
M Series
Radio Access Network (RAN)
CTP Series
EX Series
BX 7000
J Series
CTP Series
BX 7000
MX Series
M Series Ex 4200
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Database Server
Common Services Policy Layer
SRX
Series
SECURITY
ISG/IDP
EX Series
E Series
J Series
MX Series
SRX Series
BX Series
SRC Series
ISG / IDP
T Series
M Series
JCS1200
SBR Series
Common
Service
Framework
CoreVideo
Serving
Office
Customer
Premise Security
Regional
Video/
Head End
Metro CoreAggregationAccess
MX 960MX 480
MX Series M Series E Series
EDGE
MX 960
VIDEO HEAD END
ENCODERVOD
Satellite
RCVR
RESIDENCE
Multi-Play
ISG
M-120
Database Server
Common Services Policy Layer
SRX
Series
SECURITY
ISG/IDP
Video
Serving
Office
RESIDENCE
Multi-Play
Assured Video Experience
HD Video
Conference
MX 240
CARRIER-ETHERNET
EX-Series
ENTERPRISE - A
J-Series
ENTERPRISE - B
CORE
T SeriesJCS1200
M-120
SRC
POLICY
MANAGEMENT
Customers
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Customers
REMOTE USERS
SA Series
SSG
Remote Access
LAN Switching
BRANCH CAMPUS
J Series
J Series SSG
WX EX Series
EX Series
SSG
SRX Series
WX
SRX Series
ISG
WX Series
J Series
SA Series
IDP
NSM
SSG
M Series
EX Series
T Series
MX Series
JUNOScopeREMOTE USERS
SA Series
SSG
BRANCH CAMPUS
J Series
J Series SSG
WX EX Series
EX Series
SSG
SRX Series
WX
SRX Series
ISG
WX Series
J Series
SA Series
IDP
NSM
SSG
M Series
EX Series
T Series
MX Series
JUNOScope
SSG
SRX Series
WX Policy Engine
M5
AAA Engine
EX8200
DATA CENTER
Managed Service
Provider Network
JUNOScope
NS Manger
Internet
Application Delivery
Unified Communication
Cloud Security
SaaSHD Video
Conferencing
Helping Carriers Win Enterprise Business
Verizon offers…
Managed Connectivity solutions
Managed Threat Management solutions
Managed Application Acceleration solutions
…based onJunipertechnologies
Connectivity SecurityApplication Acceleration
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Inside the Global High-Performance Network
Mega Data Centers(thousands)
Clients(billions)
Campus
Branch
Home
Mobile
Global High-Performance Network
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Network 1: Core and edge for service A, B, C
Network 2: Core and edge for service X, Y, Z
A New Frontier in Operational Efficiency…
Intelligent Service
Edge (M, MX)
Intelligent Service
Edge (M, MX)
Intelligent Service
Edge (M, MX)
Intelligent Service
Edge (M, MX)
TX Matrix Plus
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Achieved Through Virtualization…by Juniper!
M Series
MX Series
M Series
MX Series
With performance at scale, rich services, and low TCO
Virtualization for services and organizational control
Based on one OS: JUNOS!
TX Matrix Plus
Intelligent Services
Edge
Intelligent Services
Edge
Virtualized Core Network
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Bringing Value to the Market
CUSTOMER RELATIONSHIP
NETWORK PENETRATION
Technology
Value Realized
Business
Value Realized
Strategic
Value Realized
Portfolio
Solutions
Architecture
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Technical problem solved
Product scope expanded
TCO achieved
Business model evolution
Architectural advantage
Value Services created
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Diversifying Revenue Base
2007
# of SP Customers100
# ofStrategicProjects
200865
Depth
Breadth
TOP 100
Service Providers!
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Deepening Our Partnership: NSN
Joint R&D for integrated solutions
Expansion of long-standing GTM partnership
Increasing Carrier Ethernet portfolio
| Copyright © 2009 Juniper Networks, Inc. | www.juniper.net21
| Copyright © 2009 Juniper Networks, Inc. | www.juniper.net23
Service Provider Headlines
Expanded customer relationships
both BREADTH & DEPTH
Delivering compelling customer
business value
With uniquely differentiated technology
WIN
Market
Mind
Wallet
SHARE