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1/31/2018 | 4:03:14 PM
Juniper can't get security right
Junipers securiity revenue has been falling for many years. Rami has had 4 years to fix things.

In the mean time Palo Alto Networks reported fiscal fourth quarter revenue grew 27 percent year over year to $509.1 million and fiscal year 2017 revenue grew 28 percent year over year to $1.8 billion.

Juniper's security business is mainly from NetScreen which they acquired in 2004 and they had $223 million in annual revenue at the time.

Palo Alto was founded in 2005 mostly by people who left Juniper.
1/31/2018 | 12:00:15 PM
Don't forget the other bright spot
The other bright spot in the earnings report is that there's the first sign in the numbers that they're finally arresting the decline in their security revenues (which have been cratering alarmingly for a while now).

The Q4 2017 security revenue number was $87.6 million versus $80.9 million in Q4 2016.

Rami Rahim was specific in refering to traction with Software Defined Secure Networks (SDSN).

Okay so the way they strip security out may be a bit opaque but I would still think the number and the management commentary make security a pretty clear bright spot in an otherwise poor quarter.

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