Stratus, the company's ambitious data-center fabric, shipped in beta form to a "major customer" during the final three months of 2010, Johnson said.
And the first beta release of Falcon -- software that will let Juniper's MX 3D routers become an Evolved Packet Core (EPC) for Long Term Evolution (LTE) networks -- is complete and likewise shipped to a "major service provider" in the quarter.
Johnson said both products should begin generating revenues in the second half of 2011.
Why this matters
Juniper has been a Wall Street darling for most of the past six months, but the euphoria won't last if these two projects don't make the big splash that Juniper keeps promising.
Stratus, the more ambitious of the two, was first announced two years ago. Juniper keeps dropping hints about it, but the product launch was never going to be earlier than 2011. Stratus would compete against the Unified Computing System from Cisco Systems Inc. (Nasdaq: CSCO) and the modestly named Brocade One from Brocade Communications Systems Inc. (Nasdaq: BRCD).
Juniper showed off Falcon at CTIA nearly a year ago. Plenty of rivals have EPCs, but Juniper particularly needs to have an alternative to router rivals Alcatel-Lucent (NYSE: ALU) and of course Cisco, which is perceived to have snatched Starent Networks away from Juniper.
More on Stratus, Falcon and the competition they face:
- Juniper Reports Q4
- Juniper's Stratus: Wait 'Til Next Year
- Juniper Gets 'New' With Data Centers
- Brocade Flattens Out and Brocade Takes Aim at Nexus
- Juniper's Ready for Stratus
- Cisco Dreams of Data Center Unity
- Juniper's Falcon Lands at CTIA
- Juniper Challenges Cisco in the Mobile Core
- Juniper Looks Inward for Wireless
- Cisco/Starent Deal Hurts Juniper
- Testing Cisco's Next-Gen Mobile Network
- Who Makes What: LTE Evolved Packet Cores
— Craig Matsumoto, West Coast Editor, Light Reading