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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 has been the impact of the U.S. tax cuts on your customers? Has willingness to spend on IT increased? Are budgets healthier?

The appetite of our customers, especially in the enterprise space, to invest in modernizing their infrastructure to the cloud, to digitize their work environment, is looking good. It's healthy, and I do believe the tax cuts benefited that in some ways.

What's your strategy around the U.S.'s tariffs on Chinese products?

It's not much different than what our peers are doing. We are looking at any and all opportunities to mitigate the costs associated with the tariffs. We've already made some changes to our supply chain to deal with it, and we, like our peers in the industry, will have to pass along some of the increases in tariffs to our customers as we're working through additional mitigation strategies.

Does 'changes to our supply chain' mean you'll be sourcing things from places other than China?

Where it's possible. These things can't happen overnight, but we're certainly looking at that approach, yes.

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