Broadband Developments

Juniper Networks beats estimates in Q3.   I am very bulliish on Juniper Networks.  In talking to analyst they agree.  One analyst, who asked not to be named, told me privately that Kevin Johnson is grabing the reins fast and that his eyes are on service provider business and Cisco’s OEMs in particular.  Word has it that they have been puzzled by Cisco posturing into adjacent markets (like compute).

Blue Horseshoe loves Juniper Networks.

Juniper Networks beat Wall Street estimates for the third quarter, reporting earnings of $148.5 million, or 27 cents per share, up from $85.1 million, or 15 cents per share, for the same quarter last year.  Adjusted profit was 32 cents. Revenue for the quarter was $947 million, up 29 percent over $735 million a year ago. Analysts has been expecting earnings  of 27 cents on revenue of $852 million, according to First Call.

Company CEO Kevin Johnson said, in a statement: “Juniper delivered a solid quarter during a period of global economic uncertainty… The long-term growth potential of the high-performance networking market is strong and, even in this uncertain economic climate, we are cautiously optimistic about our near-term opportunities.”

Shares of Juniper were down more than 6 percent in regular trading, closing at $17.83, but were on the rise in regular-trading, up more than 2 percent.

Juniper blogger Krishna Narayanaswamy runs a Juniper (yes corporate blog) called Technically Secure.  He is launching a new series.  Krishan describes the new blog series as the following:  “Security threats are as prevalent as ever, but not only that, interconnected networks are a prerequisite for doing business - this means your networks are now porous. No longer are people working purely inside the company, they are leveraging their contacts and colleagues at other companies, industry associations and in their social networks.  But what does this mean for your network integrity?”

For the next few weeks, my colleague Michael Rothschild is going to be taking a look at perimeter security, intrusion prevention and internal threats. I hope you find the topic useful.

I met Krishna when he cofounded TopLayer way back in the day.  He has the chops on the technical side and I’m looking forward to linking to some of his stuff.

Krishna is a Distinguished Engineer in the Service Layer Technologies group at Juniper. He is currently working on DPI technology initiatives in products targeted at service providers and enterprise markets.

Krishna has 19 years of experience in data networking involving Ethernet, ATM, IP, Switching and Security technologies. He has authored 10 patents in the areas of switching, security and QoS. He was actively involved in the IEEE 802.1 and ATM Forum standards committees.

Prior to Juniper, he was the co-founder and System Architect at Top Layer Networks where he played a pivotal role in bringing multiple products to the market. He has also held senior engineering roles at Digital Equipment Corporation and Fore Systems.

He describes his blog as the following…

Technically Secure, the Juniper Networks blog dedicated to trends and innovation in the world of IT risk management and security. Here we’ll offer technical perspectives on network security, covering things happening within Juniper Networks as well as issues across the industry as a whole. Our mission is simple: explore ideas, share information, and provide insight that will help you take a proactive stance on threat and risk mitigation.

Our primary objective is to explore technical IT security issues as business and technology challenges that could compromise the effectiveness of enterprises and service providers. We’ll share our strategies for staying ahead of today’s rapidly changing threat landscape and focus in particular on innovation in network security technologies.

We’ve assembled a great team of bloggers to kick off these conversations with you, but we encourage your participation. If there’s a topic that you’d like us to cover, let us know by commenting on the blog. We’re not just talking — we’re listening.

Juniper is targeting the service providers with a product that they send via a social media release.  I will spare the analysis on Juniper (who I think is well positioned to take Cisco share) for now and instead focus on why this social media press release really isn’t social.

What makes this press release social?  The only difference from a standard boring press release is the addition of links to rich media files - in fact the content of this release really isn’t saying anything.  Also the flash support for the media files is not sharable.  There is no sharing capabilities to even embed the video on this blog.  No ability to comment.

Why am focused on this…because I blogged two weeks ago about Junipers opportunity to take down some serious market share from Cisco because of Cisco’s moves into the compute market.  Cisco is ruffling feathers with their top OEMs.   That was a conversation worth having but no one from Juniper wanted to talk about it.  Most of Junipers customers might want to hear about that conversation or maybe not.  Maybe Juniper doesn’t see this opportunity to take Cisco’s customers away.

This social media release doesn’t really work in that it doesn’t engage me or provide the ability to be engaging.

Social media grade:  D

Here is the release

This is Juniper’s social media release or should I say biased monologue press release.

Juniper Networks, Inc. is introducing the Intelligent Services Edge, a fully integrated portfolio of new hardware and software features. The Intelligent Services Edge:

• Drives network monetization by:
  • speeding deployment of new services
  • reducing operational costs and complexity
• Enables providers to deliver a comprehensive range of edge services over a single operating system
• Enhances scale, performance and operational efficiency
• Facilitates intelligent convergence at the edge
• Represents one of the industry’s most versatile, fully-integrated service delivery portfolios

Intelligent Services Edge Software Features — Extending JUNOS

JUNOS® software is the trusted, secure network operating system fueling Juniper’s leadership in high-performance networking. With today’s announcement, Juniper is leveraging the architectural integrity of its powerful JUNOS software and M- and MX-series platforms to address a wide range of edge services. Specifically, the Intelligent Services Edge will extend the power of JUNOS by adding the following advanced edge services:

• Broadband Services Routing: extends subscriber management technology from the market-leading E-series Broadband Services Routers to the M- and MX-series platforms
• Dynamic Application Awareness: leverages Juniper’s leadership in security and policy management to provide stateful, subscriber-aware application monitoring, enabling advanced, application-specific service levels and QoS treatments
• Intrusion Prevention: provides application layer security leveraging Juniper Networks advanced Intrusion Detection and Prevention (IDP) technology
• Session Border Control functionality: manages VoIP and multimedia sessions to ensure quality of service and security for VoIP and multimedia applications

Multimedia/Resources

• Solution homepage:
  • Intelligent Services Edge
• Video Case Studies:
  • Reliance Globalcom: Customer Point of View
• Analyst Reports:
  • IDC News Flash
• Podcasts:
  • Intelligent Services Edge with Rami Rahim, Juniper Vice President of Product Management - MP3
• Flash Demo:
  • Intelligent Services Edge Demo
• Videos:
  • Intelligent Services Edge Overview