Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

JNPR  // Posts tagged as "JNPR"

Pricing Pressure and White Boxes Will Challenge Arista’s Margins and Growth

Research Question: Will threats from white box and branded data switch competitors slow Arista Networks’ growth? Companies: ANET, BRCD, CSCO, EMC, EXTR, HPQ, JNPR, MLNX, SHE:002502, SMCI, TPE:2345, TPE:2382 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Arista Networks, Inc. (ANET) is likely to suffer declining margins, and slowed growth […]

Read more...

Palo Alto Networks Spends Big to Close Deals in Security War

Research Question: Will spending on IT security products continue to outpace the rate of overall IT spending, or has it peaked for the remainder of 2015? Companies: CHKP, CSCO, FEYE, FFIV, FTNT, JNPR, PANW, PFPT, RTN By: John Harrington Click here to download the report (.pdf)   Summary IT security budgets are stretched, and large new […]

Read more...

IT Services, Cloud Spending Outpaces 2H15 Product Sales, Including Cisco’s

Research Question: How will spending trends for the second half of the year affect Cisco and other IT hardware-focused vendors? Companies: AMZN, CHKP, CSCO, CVLT, EMC, FEYE, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, PANW, SMCI By: John Harrington Click here to download the full report (.pdf)   Summary Hardware sales are slowing for major vendors, […]

Read more...

Arista Networks Whisper

Arista Networks Whisper

Research Question: Will threats from white box and branded data switch competitors slow down Arista Networks’ growth? Report Available: August 26, 2015   Blueshift’s initial research shows ANET receiving jubilant acclamation from Wall Street and is expected to continue taking share from market leader CSCO, however several sources inside the data center switching market believe white box […]

Read more...

Switch Wars: Faster, Better, Cheaper and Plentiful for Commodity Clouds

Research Question: With large-scale cloud players making their own switching gear, or considering it, and with switches from Chinese contract builders flooding the market, how will Arista continue to grow against traditional rivals like Cisco as well as new, low-cost competitors such as Mellanox? Companies: AMZN, ANET, BRCD, CSCO, EXTR, FB, GOOG/GOOGL, HPQ, JNPR, MLNX, SMCI, […]

Read more...

Slowdown in 2H15 IT Hardware Spending Leaves Vendors Scrambling

Research Question: Are IT hardware sales cycles continuing to lengthen as we move further into the year? If so, which classes of equipment and vendors are exposed to the trend? Companies: AMZN, ANET, CSCO, CTXS, CVLT, EMC, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, PANW, RVBD, SMCI By: John Harrington Click here to download the […]

Read more...

Record Spending to Buy Data Security Market Share

Research Question: What effect is heavy competition among network security vendors having on 2015 customer projects and product deployments? Companies: CHKP, CSCO, CUDA, FEYE, FTNT, JNPR, PANW By: John Harrington Click here to download the report (.pdf)   Highlights Palo Alto Networks Inc. (PANW) and Check Point Software Technologies Ltd. (CHKP) are spending what our eight security […]

Read more...

Wireless Network Ecosystem Faces Densification and Commodity White-Label Products

Research Question: As the 4G wireless network ecosystem evolves, which major vendors are poised for design wins in 2015 and beyond? Companies: ALTR, AMZN, ANET, ARMH, BRCD, BRCM, CAVM, CEVA, CSCO, CTXS, EMC, EPA:ALU/ALU, EXTR, FSL, GOOG/GOOGL, HPQ, INTC, JNPR, KRX:005930, MRVL, MSFT, MVNR, NOK, NTAP, QCOM, RAX, RVBD, SHE:000063, SHE:002502, STO:ERIC-B, T, TPE:2303, TPE:2330, TPE:2388, TPE:2454, […]

Read more...

Networking Trends Favor Cisco, AWS Above All Others

Research Question: As enterprises upgrade and certain cloud services take hold, what effect will those trends, along with the stifling of U.S. IT companies in China, have on leading tech hardware vendors in 2015? Companies: ALU, AMZN, ANET, BRCD, CIEN, CSCO, CTXS, EMC, EXTR, FFIV, GOOG/GOOGL, HPQ, IBM, JNPR, LVLT, MSFT, NTAP, ORCL, RHT, SHA:600198, […]

Read more...

Jan 20 2015 Technology

2015 IT Security Product Budgets Not Rising

Research Question: What effect are cyberattacks having on public networking security vendors as clients look for different approaches to counter this growing problem? Companies: CHKP, CSCO, EMC, FEYE, FTNT, INTC, JNPR, PANW, SYMC By: John Harrington Click here to download the report (.pdf)   Highlights Blueshift Research’s seven top data security industry sources forecast an escalating war […]

Read more...