Interview with Juniper Networks' CEO Rami Rahim at MWC23

0:05 all right well I'm inside the Juniper

0:07 stand now uh with Rami Rahim CEO of

0:10 Juniper Networks uh Rami we're here at

0:12 Mobile World Congress 2023 in Barcelona

0:15 it's good to see a lot of the excitement

0:16 back at this event uh before we talk

0:18 about the event though uh you know I

0:21 noticed you guys had a record 2022 you

0:23 got off to a fast start in 2023 what do

0:26 you attribute the the success to in the

0:28 business well first you're absolutely

0:30 right in that 2022 was a record year for

0:33 us 12 year-of-year growth and I think I

0:37 attribute that to having a clear and you

0:40 know a great vision for the future of

0:42 networking around experience first

0:44 networking which practically means Cloud

0:47 delivered AI powered networks this is

0:50 resonating with our customers I believe

0:52 we're executing well and it's driving

0:54 some significant differentiation in the

0:56 market yeah it's been interesting for me

0:58 to watch you know Juniper's

1:00 transformation as well because if you

1:02 think about it the cloud has transformed

1:04 almost every area of I.T which is not

1:08 the network right right we're a little

1:09 slow to get there but I know you guys

1:11 have taken a real leadership position

1:13 there so congratulations on that thank

1:15 you now as I mentioned we are here at

1:16 Mobile World Congress uh what are you

1:18 looking for at this event what do you

1:19 what are you hoping to learn here well

1:20 I'll give you a couple of examples first

1:22 the Metro you know we've taken a look at

1:25 a 20 year old Market segment and

1:27 reimagined it and we've taken a page out

1:30 of the success that we've seen in our AI

1:32 driven Enterprise business which is

1:35 growing incredibly fast taking share at

1:38 a very rapid pace and we're applying the

1:40 Simplicity the AI driven operations to

1:44 this Metro that we honestly view has

1:47 been retro Metro for far too long yeah

1:49 there's very little innovation in that

1:50 space absolutely the time is right now

1:52 for some significant innovation in the

1:54 Metro and our customer response has been

1:57 phenomenal thus far I think another area

2:00 would be in the ran space you know we

2:03 have nothing to lose in Iran we are

2:05 playing a completely disruptive game

2:07 with a software driven and an open

2:10 architecture for a new way of delivering

2:13 value to our customers so our Rick

2:16 technology and our Smo technology we've

2:19 been at it now for a couple of years and

2:20 we've seen some incredible response

2:22 we've forged great Partnerships with the

2:24 likes of Rakuten Symphony and IBM we now

2:27 have a battle hardened solution with the

2:30 real deployment that's happened at

2:31 Vodafone I honestly am getting more and

2:34 more optimistic about the oran space

2:36 with Technologies such as that we're

2:38 putting into the market yeah and what I

2:40 like

2:40 what you're doing in the Rand space is

2:43 that's an area that I think people have

2:45 been saying it's a commodity for a long

2:47 time and but it's always been my thesis

2:49 that if you can drive enough Innovation

2:50 into an area there really is no such

2:52 thing as a commodity if you look at even

2:55 servers and PCs there's certain vendors

2:57 that get disproportionate amounts

2:58 because they have some Innovation so I

3:00 think you're almost proof of that here

3:01 yes yes I can't agree more with you yeah

3:03 now you know this is a big service Rider

3:05 show uh and that you know you've got a

3:08 pretty interesting boot set up here so

3:10 you're doing a lot of really Innovative

3:11 and disruptive things to help the

3:13 service writers transform can you go

3:14 over what some of those things are well

3:16 another area I'd give you an example of

3:18 is revenue our our service provider

3:21 customers are looking for new ways to

3:23 drive new differentiated revenue streams

3:26 for their businesses and that's totally

3:28 understandable one of the little higher

3:30 margins with more with more margin and

3:32 by leveraging Cloud technology and

3:34 artificial intelligence so this is where

3:36 we have taken our very successful AI

3:39 driven Enterprise solution all all the

3:41 way from client to cloud with wireless

3:43 wired and Wan transformation with a

3:46 security embedded and essentially

3:48 working closely with our service

3:50 supplier customers to provide

3:52 differentiated managed Services

3:54 solutions to the Enterprise Market we

3:58 have seen really great success with the

4:01 first few service water partners that we

4:03 have onboarded with this new solution

4:05 and I think honestly the sky is the

4:07 limit and maybe there's one last area

4:10 that I think is worthwhile mentioning

4:12 which is just sustainability

4:13 sustainability is truly top of mind for

4:17 practically all of our customers around

4:18 the globe especially here in Europe with

4:21 Energy prices the way that they are and

4:23 this is another area where I think there

4:25 is a need for Innovation so we have

4:27 always focused very heavily on driving

4:31 silicon Innovation to reduce power

4:33 consumption but there's also other areas

4:36 when software architecture to use our

4:38 equipment more energy efficiently and

4:41 even just the shelf life of our products

4:43 in the Retro metro metro now moving to a

4:46 new mode of Metro we've focused on

4:48 ensuring that the products that we're

4:49 offering have a much longer Chef life

4:52 which of course it makes sustainability

4:55 even better yeah so I want to go through

4:57 all your booth demos and get a look

4:58 firsthand look at this stuff is there

5:00 anything else you want to add I will

5:02 just say this you know as good as the

5:05 virtual connections that we enable with

5:08 our technology each and every day

5:09 sometimes nothing beats in-person face

5:13 time and that's why these events are so

5:15 good I'm loving it here having some

5:18 great conversations with our partners

5:20 our customers and Prospects making new

5:22 connections along the way so Mobile

5:24 World Congress 2023 here we go yeah well

5:26 Juniper has always been a very

5:28 Innovative company and uh and glad to

5:30 see you're continuing on the path and

5:31 I'm excited to go see what you have in

5:33 store for us wonderful thank you thanks

5:35 Robert