RR stated most recently that MX->PTX migration didn't help and they are not behind this any more.
Earlier, RR told the MX->PTX migration is highly strategic for cloud. He said that he is disrupting juniper for better and disruption of juniper continues. Did he prove himself wrong?
RR has proven himself to be too incompetent to run a Lemonade Stand.
It is not just RR, the entire company is falling apart. There's incompetence at all levels in all BUs.
The Board of Directors better wake up and do something before the company has to be sold for sc-ap.
Based on the thread, I think Juniper board is also useless.
They must hire a new efficient CEO and leaders. Otherwise, shareholders must elect new board.
Next time, I would vote for a right board member if I get the election update.
Getting back to RR, the reality is that his PM approach to running Juniper has failed. He has trusted the wrong team of support execs. His decision making is fundamentally flawed.
Need new a CEO, who has the ability to fix this message. Not a novice. Not a newbie. Not a trial hire. An experienced leadership who knows how to fix a messy situation.
@XvsE2CR-3qbs, sometimes, telcos do pay NRE, but they need to be managed accordingly. Enterprise customers usually don't, but they rarely need custom solutions.
From a very high level, juniper has done poorly managing customers at this level. Just look at what happened with Google... Instead of our best technicians getting jobs at Google, to help manage gear they bought from juniper, we hired their head of operations as juniper's head of technology. So, who got played? And they don't even buy more stuff after that. That is a bunch of c-ap.
Similarly, with largest telcos, for whom we we develop equipment and solutions, we don't have target sales agreements. So after developing products, we still can't sell them anything - partly because the solution sücks, but that should be managed by PM, with feedback loops.
With other customers too, failure to a large part is due to PMs failing to take input from customers. The list is long.
All this, has led to the failure of juniper. We cannot and should not let this go on and tolerate the resulting cyclic layoffs. No more layoffs due to bad decisions at the top. It's time to hold the top execs responsible and get good leaders at the top. BoD are you listening?
@XvsE2CR-3apj Good write-up. Problem is Telcos want everything for "free" (and easily forget what you do for their needs) and strong arm you that they'll go to the competition as part of their negotiation tactics. They do this with everyone, even Cisco, etc. But that's the nature of business.
You have to focus on forward-looking products (not "me-too" products as you're late to the game for marketshare) and execute. The mice will eventually smell the food and come to you with well thought out gear.
Focus on innovation and the rest will take care of itself.
Reading between the lines, what RR is tactfully stating when he says "Based on what we're hearing from our customers, we believe wins and new used cases will be needed to drive the cloud growth we guided for at our November, Analyst Day." is:
he lied
he was wrong with the guidance
cloud was not as lucrative as they thought
growth will require new customers/markets
don't expect any more than you've already seen
Smart move. It takes a big man to admit he was wrong. Kudos for that. However, he should get better guidance from his CTO, CMO, CPO, CDO etc, etc, before making these claims.
The question is, how much more will the board tolerate from RR/BK/ML/AA/MM etc? Haven't we seen enough? Why are these top execs not held accountable for:
their poor assessment of growth?
i ability to identify the opportunity to penetrate into new market segments?
seek and pursue sales where we can win and build the business like before?
There are many missed opportunities, new customers who are more loyal than the traditional telcos (who made juniper rich) are moving to arista. The telcos have as of late kept jumping around or persistenly lost their focus which in turn reflects in what we do for them (such as the nfv boondoggle) and shows the world that juniper keeps jumping around too. We are forced to make gambles and poor decisions because the big customers are wrong, but it is up to us to make the right decisions, staying focused on what and where we can win and move forward.
In my assessment, juniper has lost, but not completely out. There is hope, requires focus and determination with good discipline to get back to growth. Stop listening to the big customers of the past, and focus on the future. In other words, good bye telcos, hello XaaS providers.
https://seekingalpha.com/article/4236507-juniper-networks-jnpr-ceo-rami-rahim-q4-2018-results-earnings-call-transcript?page=2
While continued support growth is driving confident that we are holding our hyperscale footprint and the MX to PTX transition is now largely behind us. The pace of this port growth in the portion of our cloud customer's network where we have historically played is slower than we expected. Based on what we're hearing from our customers, we believe wins and new used cases will be needed to drive the cloud growth we guided for at our November, Analyst Day.
MX running Arista's AOS? Interesting idea. Arista might do it for a royalty money. Might save juniper from having to spend money building a merchant silicon chassis running junos.
Best scenario is if juniper and Arista join forces, ditch junos, kill Evo, convert everything to run on AoS, port bras etc to AOS, revive juniper ASIC programs for high end routin, and optical, refocus on real 5G solutions, .... Ok all this will never happen... And that's a good thing because that would mean a lot of jobs will be lost within juniper.
Do you mean MX --> QFX10k in the data center?
It's not possible to position PTXs for most MX use cases, except a handful of dense routing scenarios in service provider network cores.
If the CEO is saying this kind of glibberish there is no doubt the whole company is out of whack, and there's going to be a lot more layoffs soon.
MX->PTX migration . - What does this mean? I left Juniper a while ago, so not aware of this.
This bad strategy might costed hundreds of milion dollars for Juniper.
Juniper must merge with Arista (MX to be supported on Arista OS) to benefit juniper
share holders.