"our cloud vertical."
That might be a tornado, just sayin'
Juniper Networks has issued preliminary results for its third quarter and the news is bad: forecast revenue of between US$1,290m and $1,350m won't happen and the company instead believes it will score between $1,250m and $1,260m. We'll know just how badly the company has missed its targets and why on October 24th, the date of …
For Enterprises and SMEs the Gin factory has become less and less relevant.
So booked sales become unbooked as what's in the box doesn't deliver in reality. For example, they do not have a deployable branch security appliance (no LTE failover capability despite a USB3 port, incapable of passing multicast that originates from the WAN), but they will sell one.
Interesting results will be to see what Arista announces with their results since they are primarily a clodud vertical player in switching and routing. If they continue to post increasing sales, would say that they are taking it out of both Juniper and Cisco's share. And hate to burst Uberseehandel bubble, but the cloud players do not deploy branch security appliances... Dont know where you came to conclusion that cloud verticals problem was branch routing box. Service providers to that one, not cloud providers..