Stamatis Barbounakis

🌐 Juniper Networks – FY24 Financial Deep Dive & the HPE Acquisition As HPE embarks on its most transformative move yet—the $14B acquisition of Juniper Networks—it’s worth exploring the financial and strategic foundation behind Juniper. This acquisition is not just about scale—it’s about reshaping the future of AI-native, secure, and cloud-first networking. 👉 Total Revenue FY24: $5.068B 📈 Net Income: $287M 🔍 Where does Juniper’s revenue come from? Let’s take a closer look at the customer solutions: 🚦 Wide Area Networking – $1.474B Juniper delivers secure and high-performance WAN solutions that enable global enterprises and service providers to scale securely. 🏢 Campus & Branch – $1.172B Next-gen wired and wireless LAN solutions ensure consistent connectivity experiences across corporate campuses, branches, and hybrid work environments. 🖥️ Data Center – $810M Juniper’s data center portfolio focuses on high-performance switching, routing, and automation—optimized for AI-ready infrastructure and large-scale workloads. 🔧 Hardware Maintenance & Professional Services – $1.612B Support services and lifecycle management form a stable revenue base, complementing hardware and software deployments. 💸 Operating Expenses: $2.7B • R&D: $1.15B • Sales & Marketing: $1.23B • General & Administration: $245M • Restructuring & Merger-related: ~$100M Juniper demonstrates a balanced cost structure with a strong R&D commitment (over 20% of revenue), highlighting its innovation-driven approach in AI networking, automation, and security. 🤝 Why This Acquisition Matters The integration of HPE Aruba Networking + Juniper Networks creates a $10B+ networking powerhouse—uniquely positioned to compete at the highest level against Cisco and Arista. 🔑 Key benefits of the combined portfolio: AI-Native Networking: Juniper’s Mist AI combined with Aruba’s Edge-to-Cloud security and GreenLake delivery model. Stronger Data Center Play: Juniper’s automation-led switching and routing with HPE’s compute and storage stack. Enterprise & Service Provider Reach: Aruba’s enterprise dominance complements Juniper’s telco and cloud expertise. Balanced Revenue Structure: A diversified mix across hardware, software, and services smooths earnings volatility. ✅ Strategic Outlook: This acquisition accelerates HPE’s transformation into an edge-to-cloud leader with AI at the core. With Aruba + Juniper, HPE Networking will not only scale, but also redefine how connectivity, security, and AI-driven automation are delivered across industries. 📊 Source: Juniper Networks FY24 Annual Report 💬 What do you think—will this move enable HPE to establish itself as a true Tier 1 networking player? Hewlett Packard Enterprise Juniper Networks #HPE #Juniper #Aruba #Networking #AI #HybridCloud #GreenLake #DigitalTransformation #FinancialAnalysis #Innovation #EdgeToCloud #Merger

559

6 σχόλια

Sharing my recent interview with Muntazir Abbas at The Economic Times Times, where I discussed how #telecom providers are accelerating #AI adoption, modernizing infrastructure, and preparing for a #6G-enabled future.   Key highlights from our discussion: 🔹 97% of telecom organizations are already using AI across operations. 🔹 Nearly 80% of telcos scaling generative AI projects have exceeded their budgets — a clear sign of both urgency and opportunity. 🔹 #EdgeAI and private cloud are quickly becoming critical enablers for real-time insights and secure innovation.   Traditional network infrastructures and legacy tools weren’t built for AI and emerging technologies. As IT complexity grows, success will depend on modernizing existing infrastructure and strengthening #cybersecurity and data integrity frameworks. Telcos and enterprises that act now will be best positioned to meet rising expectations for this next era of connectivity.   Read the full interview: https://lnkd.in/gy8j4AEi   #TheHeartOfProgress

84

2 σχόλια

Did you know Infobip has expanded its integration with Microsoft Azure Communication Services, making our advanced #SMS capabilities available in over 100 additional countries? This collaboration unites Infobip’s carrier-grade global #messaging with Microsoft’s communications platform, empowering organizations to deliver secure, high-quality, and compliant messages worldwide. Learn more here: https://lnkd.in/eTJRJBWS 

61

2 σχόλια

🖥️ HEWLETT PACKARD ENTERPRISE ACQUIRES JUNIPER NETWORKS FOR $14 BILLION Hewlett Packard Enterprise (HPE) finalized its $14 billion acquisition of Juniper Networks in 2023, creating a powerful new AI-centric networking unit. The acquisition integrates Juniper’s advanced networking hardware and AI-driven automation capabilities with HPE’s existing cloud and edge solutions. Industry analysts highlight that this deal enhances HPE’s ability to compete against Cisco and Arista Networks in the rapidly growing enterprise networking and AI markets. The global AI networking market is projected to grow at a compound annual growth rate (CAGR) of over 20% through 2030, underscoring the strategic value of this acquisition. #HPE #JuniperNetworks #AINetworking #TechAcquisition #EnterpriseTech #CloudComputing #AI

276

Portworx by Pure Storage the leader and only end-to-end solution with high-performance SDS, security, mobility, multi-tenancy, cross-platform sync/asynch replication and data protection backup/restore certfied with more than 17 Kubernetes distribution Transformed 4 banks already with 15+ Banks & Fintechs in Egypt on the roadmap The new standard de-facto for Contrainers Data Managment… is PortWorx Pure Storage Portworx by Pure Storage Kubernetes

56

1 σχόλιο

How do you let go of IT's past to build for the future? Hock Tan, president & CEO of Broadcom opened the keynote at #VMwareExplore with two statistics that frame the enterprise cloud discussion: ✅ 92% of enterprises trust private cloud security and compliance ✅ 7 out of 10 organizations have plans to repatriate workloads from public to private clouds The private cloud renaissance is here. The pendulum is swinging back from "cloud-first" to "cloud-smart," with enterprises choosing infrastructure based on actual business outcomes rather than industry hype. Tan identified three core tensions holding back transformation: ✅ Developer Velocity vs. IT Control: How do you enable rapid innovation while maintaining governance? ✅ Speed vs. Security: Can you move fast without compromising protection? ✅ Legacy vs. Modern: How do you transform without abandoning existing investments? Paul Turner demonstrated how VMware Cloud Foundation addresses these friction points. VCF delivers three critical enterprise requirements: ✅ Security: Native zero-trust architecture and compliance controls ✅ Cost: Predictable infrastructure economics without usage surprises ✅ Control: Complete visibility and governance over workloads and data The real validation came from customers. Barclays and Grinnell Mutual shared their transformation journeys with peer testimonials about solving real business problems. Key announcements include Walmart selecting Broadcom for global virtualization, NVIDIA Blackwell GPUs integrated with VCF, VCF 9.0 making AI services standard across deployments, and new agentic AI security capabilities. As someone who works with #CIOs and #CTOs, today's announcements address real challenges keeping technology leaders up at night. You're being asked to innovate while cloud costs spiral unpredictably. Your board expects AI results, but your security team won't approve uncontrolled deployments. The enterprise cloud reset is underway, driven by operational reality and real business outcomes. What are your thoughts on this shift toward private cloud infrastructure? Are you seeing similar patterns in your organization? Stay tuned for comprehensive coverage of all announcements, strategic partnerships, and my deeper dive conversation with Chris Wolf on AI and Data Sovereignty. To stay current with the latest with #Technology and #Innovation, Subscribe to 👉 #CXOSpiceNewsletter here https://lnkd.in/gy2RJ9xg Or 👉 #CXOSpiceYouTube here https://lnkd.in/gnMc-Vpj #VMwareExplore #PrivateCloud #AI #DataSovereignty #EnterpriseIT #Network #Storage

477

112 σχόλια

Canonical + Broadcom partnering to drive cloud-native innovation in VMware Cloud Foundation 🚀 Can’t wait to see what this collaboration enables! This means: 🔒 More secure workloads ⚡ Faster AI deployments ☁️ A stronger cloud-native foundation Read more about the announcement: https://lnkd.in/dvfq8HXC #Canonical #CloudNative #AI

41

Cisco’s new Sovereign Critical Infrastructure portfolio provides more than technology; it empowers Europe with greater control over its digital future. By delivering fully air-gapped routers, switches, access points, and collaboration tools that run entirely on-premises, with no remote access or shutdown capability from Cisco, we're helping governments, banks, and healthcare providers stay secure, compliant, and independent on their own terms. This is a powerful step towards ensuring that Europe's most critical services can innovate with confidence and protect what matters most. #Cybersecurity #SovereignCriticalInfrastructure #Europe

43