Rumours are heavy in EMEA about the impending layoffs. BUt we have not heard anything concrete. The brickheaded new EMEA boss, since he started in July, has told us multiple times that he is "about numbers only" and knows only one way to meet them. At the last-all-hands call told us explicitly that "numbers needed to improve" and for us "to accept the oncoming changes". The message is clear. Our products , except for the Telco routing and DC switching platforms, cannot compete. Arista and even Cisco are ahead of us in datacenter (look at Gartners). SDWAN is immature, not nearly ready for market and Cisco already has production level deployment of SDWAN with Viptela and NSO. Customers have no confidence in Juniper Security products - last quarter alone we missed 4-5 millions in sales for security alone. The writing, if the pub-brawler of the new EMEA boss is to be believed, is on the wall.
Bumped from @PAIwmvz-2rwk for info.