Juniper Networks 2023 Company Update

0:08 that's so let's jump right into it on

0:11 the company update here and

0:13 um you know you hear it from uh all the

0:15 way from from Romi our CEO down we're

0:17 really about delivering experience first

0:18 networks what does that mean it means

0:21 delivering a great experience for the

0:22 users coming onto the network whether

0:24 it's you know your employees or I was at

0:27 NRF event yesterday retailers that's a

0:30 big thing for them is how do they get

0:32 customers in and give them a great

0:33 experience in store

0:35 um and then the it operators as well so

0:38 how do we make it easier to run the

0:40 network to automate more more devices

0:42 coming onto the network that's where

0:44 we're leveraging AI Ops and we're

0:46 building it across the portfolio the

0:48 Enterprise I mean obviously AI driven

0:50 Enterprises is what the team's talking

0:52 about today automated when with that

0:54 interconnects the offices here and then

0:57 cloud ready data center as well where

0:59 we're seeing a lot of growth there and

1:00 it's got to be built on a secure

1:02 platform so that's where Juniper

1:03 connected security comes into a play so

1:06 yeah ultimately it's about how do we

1:08 automate the network drive a better

1:10 experience for the users in it and then

1:13 Leverage The Cloud to scale and bring

1:15 Simplicity to it

1:17 so very quick update on numbers so this

1:19 is actually from our Q3 earnings that is

1:21 our most recent results here so

1:24 um excited to see the growth here I mean

1:26 Q3 2022 over 266 million in Revenue here

1:30 double digit growth of mystified year

1:33 over year 50 that basically means the

1:34 business is tied to missed AI so you

1:37 know whether it's wireless traditionally

1:39 and then as we've extended that to the

1:42 switching with the ex some qfx models

1:45 and then on the sd-wan with our SSR and

1:47 SRX

1:49 um you know an exciting thing here as

1:51 well is record ex revenue and we're

1:54 talking a lot about the campus side of

1:55 things today so that's really exciting

1:57 to see on top of the Wi-Fi growth

1:59 customers has been the other thing

2:01 um I definitely recommend if you want to

2:03 learn a bit more about customer case

2:04 studies go to juniper.net customers

2:07 there's the customer stories are here

2:09 I'll hit on a few of these

2:12 um and these are obviously public ones

2:13 Canadian Tire is a great one a fairly

2:15 recent win here I certainly and I met

2:17 with about 15 of them yesterday or at

2:20 NRF so they're really excited at ramping

2:22 it out and that's a full stat so we're

2:23 seeing a lot more of our customers Roll

2:25 Out end-to-end Wireless wired sd-wan

2:29 because you've got to have end-to-end to

2:32 understand the experience

2:35 um I mean another great one here

2:36 Chick-fil-A so if you go into the store

2:38 there you'll see and they're using it

2:41 for you know guest experiences they come

2:43 in but the bigger thing for them is how

2:45 do we simplify ordering and make sure

2:46 when somebody places an order because

2:48 they've got these handheld iPads they go

2:50 around with

2:51 um you really want to give a great

2:53 experience there across the network

2:56 um

2:56 in terms of of what's our architecture

2:59 here it's really about delivering

3:01 my animation there we go

3:03 um client to Cloud so bring that insight

3:07 into a single platform so this is where

3:08 missed AI comes into play and Marvis and

3:11 get that Insight all the way from

3:13 Wireless wired sd-wan

3:16 um because you know a great example here

3:18 is someone's on a team's call a zoom

3:20 call and they have a bad experience how

3:22 do you troubleshoot it it is really

3:24 challenging today and that's what we're

3:26 really looking at is how do you tie all

3:28 this together and bring more insight

3:30 into the network

3:32 recent Innovations here

3:35 um you know in the July we introduced

3:36 the ex 4100 and ex-4100f

3:40 um you know a couple years ago The 4400

3:42 which is really cloud native AI driven

3:46 this really fleshes out the portfolio

3:49 um and then on Marvis I mean we're going

3:51 to talk about two new actions in the

3:53 summer we introduced quite a bit for

3:54 Wired as well really getting that

3:57 insight to what's going on in the

3:59 network experience and automating more

4:00 and then in August first we introduced

4:03 our Network as a service I mean we've

4:04 been offering that through some of our

4:06 MSP Partners before that but really went

4:08 to Market and publicized it so exciting

4:11 here later on today you're going to hear

4:13 from cinellini and she's going to walk

4:14 through some of that but I really see

4:16 that as a big growth for customers as

4:19 they look at shifting their consumption

4:21 model