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Hewlett Packard Enterprise
January 10, 2024, 8:30 AM ET
customers who actually were in the building. You know, one of them was face to face and the
other was on the phone.
They're super excited because they really see us as a visionary vendor that is extending and
supercharging that vision with these additional capabilities. And so now they see us as a complete
solution provider with a new core business, which is the networking business, and there, we bring
all the aspects of the IT solutions that they need. So obviously, they want to know more details
about it, but the first reaction was super, super positive.
One of them actually was not the customer was a partner, which was in the building and he
already sells today Juniper and HPE. And he says, boy, now you guys are going to make it much
easier for me to go sell integrated solutions. So, there's a lot of opportunities here. So that's what
I will say at this point in time is, it’s positive. And our goal with Rami in the next couple of days,
that's why I'm here in the Bay Area, is to reach out to customers and our employees, obviously,
we're going to start this afternoon. So Rami, want to add anything on the customer side?
Rami Rahim
Very similar feedback for me. I know it's still early days, but I did have the opportunity to talk to a
few of our key customers that I would say are very excited about the potential of the opportunity,
the potential of the combination. I believe customers are increasingly looking for a one stop shop,
a technology provider that can provide end to end solutions and to provide it with simplicity and
ease. And this is the power of this combination, our ability to really deliver soup to nuts solution
that solve our customers most compelling problems today is the possibility here. And so far, I'd
say that everybody's getting it.
Antonio Neri
Yeah, the second part of the question was about HPE Greenlake. I mean, we have built an
amazing platform. We already have 29,000 customers. We manage approximately 4 million
devices and systems. Through that platform, we also manage more than two exabytes of data.
So, when we think about the opportunity to integrate Juniper into HPE Greenlake, it's very
obvious, right? So obviously, the Mist AI driven solution with our Aruba Central, which is a core
class cloud platform that we manage our networking business, is step one. It’s very, very clear.
And that gives me access to a massive scale, massive scale, because today, Aruba
approximately runs between six and eight times more devices through the cloud than Juniper
does. So that scale, it would be immediate from day one.
And then there is the data center that's working, which obviously, Juniper has a platform there.
And we will overtime work with Rami to integrate as well into that cloud native control plane. And
then, think about the other piece of this where we're building in AI, which also will allow customers
to manage their cloud environment and AI environment through the same platform. That's
something that Rami, me and Fidelma Russo, our head of hybrid cloud and CTO will work together
as well.
But ultimately, to Rami’s point, they will get a secure, unified cloud native and AI native experience
through one platform called HPE Greenlake. And for Juniper, doing that in a subscription and
consumption model is a huge benefit because that's not easy to do. Absolutely not easy to do.
And HPE has done what I consider a remarkable job, building that capability, the ability to stand
up, you know, data centers, provision lifecycle manage every aspect of the infrastructure, right,
the automation and AI operations, and then working with our channel partners, which is the