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 newsletter!

Or

Sign up to gain exclusive access to email subscriptions, event invitations, competitions, giveaways, and much more.

Membership is free, and your security and privacy remain protected. View our privacy policy before signing up.

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
Show Comments

Cool Tech

Toys for Boys

Family Friendly

Stocking Stuffer

SmartLens - Clip on Phone Camera Lens Set of 3

Learn more >

Christmas Gift Guide

Click for more ›

Brand Post

Most Popular Reviews

Latest Articles

Resources

PCW Evaluation Team

Aysha Strobbe

Microsoft Office 365/HP Spectre x360

Microsoft Office continues to make a student’s life that little bit easier by offering reliable, easy to use, time-saving functionality, while continuing to develop new features that further enhance what is already a formidable collection of applications

Michael Hargreaves

Microsoft Office 365/Dell XPS 15 2-in-1

I’d recommend a Dell XPS 15 2-in-1 and the new Windows 10 to anyone who needs to get serious work done (before you kick back on your couch with your favourite Netflix show.)

Maryellen Rose George

Brother PT-P750W

It’s useful for office tasks as well as pragmatic labelling of equipment and storage – just don’t get too excited and label everything in sight!

Cathy Giles

Brother MFC-L8900CDW

The Brother MFC-L8900CDW is an absolute stand out. I struggle to fault it.

Luke Hill

MSI GT75 TITAN

I need power and lots of it. As a Front End Web developer anything less just won’t cut it which is why the MSI GT75 is an outstanding laptop for me. It’s a sleek and futuristic looking, high quality, beast that has a touch of sci-fi flare about it.

Emily Tyson

MSI GE63 Raider

If you’re looking to invest in your next work horse laptop for work or home use, you can’t go wrong with the MSI GE63.

Featured Content

Product Launch Showcase

Don’t have an account? Sign up here

Don't have an account? Sign up now

Forgot password?