1 Copyright © 2012 Juniper Networks, Inc. www.juniper.net
JUNIPER NETWORKS
IR INVESTOR AND
ANALYST UPDATE MOBILE WORLD CONGRESS
Barcelona, Spain
February 28, 2012
2 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.
.
3 Copyright © 2012 Juniper Networks, Inc. www.juniper.net
TODAY‟S AGENDA
Opening/Reminders
Welcome
Innovation in the New Network
Q&A
John Nunziati
Kevin Johnson
Stefan Dykerhoff & Bob Muglia
Stefan Dykerhoff & Bob Muglia
4 Copyright © 2012 Juniper Networks, Inc. www.juniper.net
KEVIN JOHNSON CHIEF EXECUTIVE OFFICER
5 Copyright © 2012 Juniper Networks, Inc. www.juniper.net
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
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Juniper
Systems
Junos
Software
Juniper
People
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CORE
EDGE
ACCESS &
AGGREGATION
WAN CAMPUS &
BRANCH
Customers segment their networking challenges by domain
DATA
CENTER
CONSUMER &
ENTERPRISE
DEVICES
SERVICE PROVIDER
ENTERPRISE
Security
One Junos
8 Copyright © 2012 Juniper Networks, Inc. www.juniper.net
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*
* Infonetics, November 2011
9 Copyright © 2012 Juniper Networks, Inc. www.juniper.net
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
WHAT‟S HAPPENING
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JUNIPER‟S DIFFERENCE UNIVERSAL ACCESS
Mobile
Residential
Business
Mobile
Edge
Backbone
Broadband
Edge
Universal
Edge
Business
Edge
Business
Edge
Datacenters
IP/Internet
Universal Access Universal Edge
ACX
11 Copyright © 2012 Juniper Networks, Inc. www.juniper.net
EDGE
Point in the SP network where services are
initiated – includes Mobile Edge (EPC),
Broadband Edge (BNG), and
Business Edge
2011 TAM: $10.7B*
* Infonetics, November 2011
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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
13 Copyright © 2012 Juniper Networks, Inc. www.juniper.net
Video Delivery, Caching, Load Balancing, Security, Firewall, Application-aware Networking, CG-NAT, Mobile Packet Core
SDK
JUNIPER‟S DIFFERENCE MX: THE ONLY TRUE UNIVERSAL EDGE
Business Data Center Residential Mobile Metro & Aggregation
2.8 Tb/s
5.3 Tb/s
960Gb/s
80Gbps 40x1GE 2x10GE 40xGE 20x1GE
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CORE
Connecting data centers,
peering points and the Edge 2011 TAM: $3.2B*
* Infonetics, November 2011
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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
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JUNIPER‟S DIFFERENCE: CONVERGED SUPERCORE
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JUNIPER‟S DIFFERENCE: T4000
Nearly 2X slot capacity of
nearest competitor
Outstanding investment protection
from T640 and T1600
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DATA CENTER
Heart of the enterprise network
and the foundation for SP clouds 2011 TAM: $9.8B*
* Dell „Oro, November 2011
19 Copyright © 2012 Juniper Networks, Inc. www.juniper.net
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
20 Copyright © 2012 Juniper Networks, Inc. www.juniper.net
JUNIPER‟S DIFFERENCE: THE DATA CENTER
SRX
MX QFabric
Internet
intranet
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Juniper Network Virtualization
VMware Microsoft Citrix
Automate Protect Isolate Junos Space vGW
DATA CENTER
OpenFlow
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WAN
Connects data centers, the campus
and branch, and device users together
for the enterprise
2011 TAM: $3.1B*
* Dell „Oro, November 2011
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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
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Data Center 1
Data Center 3
Data Center 2
Corporate Campus
JUNIPER‟S DIFFERENCE
Resilient cloud
consolidates data
transport
MPLS QoS
improves Critical
Application
Performance
Reduce Cost –
Fewer WAN links
with higher
utilization
Point-to-Point WDM
Point-to-Point WDM
WAN
L2
L2
L2
L2
L2
L2
L2
L2
L2
L2 WAN
Applications engineered into LSPs across MPLS Core
Critical applications protected by Fast Reroute
Detour paths and secondary LSPs
Private MPLS Cloud
25 Copyright © 2012 Juniper Networks, Inc. www.juniper.net
CAMPUS & BRANCH Where end users and devices are connected
to the enterprise network
2011 TAM: $18.2B*
* Dell „Oro, November 2011
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WHAT‟S HAPPENING
Bring your own device
Security perimeter expanding
Wireless is the default
Need for resiliency as application
dependence grows
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JUNIPER PRODUCT SUITE FOR THE WIRED-LESS CAMPUS
Fewer Wires
Comprehensive Security
Scalable Mobility
Single Client for all Devices
Virtual chassis
Fewer devices to
manage
Cost effective 10GE agg
All in one firewall + IPS
Industry leading scale –
from small to very large
Nonstop mobility
Ubiquitous connectivity
Wired-like application
experience
Security + access
Enforces policies
Supports all major devices
28 Copyright © 2012 Juniper Networks, Inc. www.juniper.net
CONSUMER & BUSINESS DEVICE End user devices that access business and
consumer data
2011 TAM: $0.9B*
* Company Estimates, November 2011
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WHAT‟S HAPPENING
Every device is personal and professional
Non-standard device proliferation
Unmanaged devices
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JUNIPER‟S DIFFERENCE
Protect Connect
Manage
Anytime, Anywhere
Threat Protection • Mobile Loss and Theft
• Mobile Threat Prevention
Anytime, Anywhere
Secure Access • Corporate / Cloud VPN
• Authentication
• Differentiated Access
Anytime, Anywhere
Device and App Control • Device Management
• App Management
• Content monitoring
31 Copyright © 2012 Juniper Networks, Inc. www.juniper.net
WHY DOES ONE JUNOS MATTER?
Engineering
Leverage
Solve a hard
problem once
Reuse successful
components
Accelerate innovation
Customers
Value
Lower TCO
Consistent behavior
Simplicity
Sales
Portfolio Effect
Cross-selling and pull-
through sales
Sell once, train once
Partners
Integration
Tighter integration
Broader opportunities
Round out the portfolio
32 Copyright © 2012 Juniper Networks, Inc. www.juniper.net
VGW
Attacks at the Network Attacks at the Applications Attacks at the Device
Network
JUNIPER SECURITY Device Applications
Datacenter
Campus/
Branch
Cloud
UAC
SSL VPN
SRX3400
SRX240
SRX5800
VGW
App Secure
Protect the Network Protect the Applications Protect the Device Flexible Deployment Security Intelligence Advanced Security Services
Comprehensive Security
33 Copyright © 2012 Juniper Networks, Inc. www.juniper.net
CORE
EDGE
ACCESS &
AGGREGATION
WAN CAMPUS &
BRANCH
DATA
CENTER
CONSUMER &
ENTERPRISE
DEVICES
SERVICE PROVIDER
ENTERPRISE
Security
One Junos
34 Copyright © 2012 Juniper Networks, Inc. www.juniper.net