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Juniper Networks CEO Rahim On 5G, SD-WAN, And The Drive To Rule The Multi-Cloud World

Juniper Networks CEO Rami Rahim is positioning his company to capitalize on the move to 5G, cementing an open, end-to-end strategy for multi-cloud architectures and making sure that Juniper's SD-WAN strategy is part of that holistic end-to-end formula.

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What about the global economy is working in Juniper's favor? What are the challenges?

I look at it from the different customer verticals we address. On the enterprise side, the global economy is in good shape. The appetite for IT spending, the need to secure infrastructure, data, applications, workloads, the move to digitizing the workforce, the appetite for moving to multi-cloud architectures is helping. It's there, and we're taking advantage of it. We've had six consecutive quarters of year-over-year growth in the enterprise. Our last quarter, we saw 9 percent year-over-year growth. That's a function of our focus on enterprise customers. It's a reflection of our innovation in that space, and it's also a reflection of the economy. In the telco space, which is another key vertical for us, things are a little bit tougher. Service providers are gearing up for cloud services, for 5G. They're in the process of getting ready for it as opposed to being in the middle of the spend cycle. We're essentially in the mode of ensuring that we leverage our technologies and relationships we have with tier one telcos worldwide to win some of these next generation opportunities. In the cloud space, hyper-scale, they're all killing it. They're taking advantage of this mass migration toward the public cloud, or to multi-cloud architectures. For the last few years, we've been benefiting from that, but over the last two or three quarters, there's been a product transition where we have an older product that is now in decline in the cloud space, and a newer product that is growing. It's a classic product transition that we're working through. Our relationships, our footprint and our relevance with the major cloud providers worldwide has never been stronger.

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