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 […]
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 […]
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, […]
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, […]
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 […]
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 […]
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, […]
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, […]
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 […]
Cisco Dominates Data Switching, SDN a Slow Go
Research Questions: What effect is software-driven network design likely to have on advanced hardware switch makers heading into 2015? Which companies are likely to best make the transition to SDN? Companies: AMZN, ANET, BRCD, CSCO, CTXS, EXTR, GOOG/GOOGL, HPQ, IBM, JNPR, MSFT, ORCL, VMW By: John Harrington Click here to download the report (.pdf) Highlights […]
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