Juniper's new CEO assesses the LANscape

Ex-Microsoft exec Johnson presides bullish on Ethernet switching

Amid the current economic doldrums, Juniper just posted third quarter revenue (up 29 percent to US$947 million) and earnings (US$148.5 million, up 75 percent). Barely seven weeks into the job, new CEO Kevin Johnson, a 16-year Microsoft veteran, spoke with Jim Duffy about what's driving the company's momentum.

At least in this past quarter Juniper wasn't impacted by any perceived or projected spending slowdown among carriers or enterprise IT. In enterprise IT, are you actually seeing any spending slowdown in this economic climate?

The demand for the products that we're offering in the market remains robust. So this concept of the high-performance network, whether it's for service providers or enterprise customers, is something that's driving us to continue to be optimistic about our opportunities looking ahead.

The real driver for service providers is customer demand for broadband connectivity, digitized content over the Internet... that just drives more and more demand for product. If you look at capital spending, the segment of the market we focus on represents roughly 3.5 percent of total capital spend. So if service providers tighten up capital spend our view is it's probably not in this particular segment of the market that is growing and is really a key driver for their business.

We're growing in the enterprise. You look at the fact that we just in this last year got into the switch business and certainly in our Service Layer Technologies group have a wider range of products for the enterprise. But right now we're at a point where we've just released a set of products that have unique value to customers in the enterprise so this is all growth opportunity for us. It's a chance to go into the enterprise and take share. Even if spending is down, it's still upside for us.

What are your impressions of Juniper after seven weeks?

Certainly the technology strategy and the focus on JUNOS to drive feature velocity and quality in high-performance networking is a very good one. When I look at our value proposition, I've met with a number of our large customers and we continue to develop deeper and deeper relationships with those existing customers.

On the enterprise side, we're making progress but we still have a lot of work to do in our sales and marketing efforts. We've just brought in a new leader of our field operations, John Morris, who's leading that effort. We've got many opportunities to tell our story and reach many more customers in the enterprise.

Join the PC World newsletter!

Error: Please check your email address.

Tags juniper networks

Keep up with the latest tech news, reviews and previews by subscribing to the Good Gear Guide newsletter.

Jim Duffy

Network World

Most Popular Reviews

Follow Us

Best Deals on GoodGearGuide

Shopping.com

Latest News Articles

Resources

GGG Evaluation Team

Kathy Cassidy

STYLISTIC Q702

First impression on unpacking the Q702 test unit was the solid feel and clean, minimalist styling.

Anthony Grifoni

STYLISTIC Q572

For work use, Microsoft Word and Excel programs pre-installed on the device are adequate for preparing short documents.

Steph Mundell

LIFEBOOK UH574

The Fujitsu LifeBook UH574 allowed for great mobility without being obnoxiously heavy or clunky. Its twelve hours of battery life did not disappoint.

Andrew Mitsi

STYLISTIC Q702

The screen was particularly good. It is bright and visible from most angles, however heat is an issue, particularly around the Windows button on the front, and on the back where the battery housing is located.

Simon Harriott

STYLISTIC Q702

My first impression after unboxing the Q702 is that it is a nice looking unit. Styling is somewhat minimalist but very effective. The tablet part, once detached, has a nice weight, and no buttons or switches are located in awkward or intrusive positions.

Latest Jobs

Shopping.com

Don’t have an account? Sign up here

Don't have an account? Sign up now

Forgot password?