Carla Targa

🌐 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

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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

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