The 5G Factor - A Look at Juniper Cloud Metro and The Role it Can Play in 5G Evolution

0:00 foreign

0:05 [Music] G factor I am Shelley Kramer principal analyst here at Future research and for

0:12 this series that is focused on all things 5G and the 5G ecosystem and which

0:18 is part of our uh futurium Tech webcast I am joined by my colleague and fellow analyst here at futurem Ron Westfall

0:25 hello Ron good night good yes thank you Shelly good day and uh of course it's

0:31 great to be here especially after the momentous Mobile World Congress 2023

0:36 event yeah it was just great to see everybody again under the same Ruth uh basically everybody being able to talk

0:44 normally communicate normally and up to 90 000 people where it attended so that

0:49 was just a thumbs up all around it was thumbs up all around absolutely so what

0:54 we are going to talk about today on this episode of the 5G Factor we're going to take a look at Juniper's Cloud Metro

1:03 offering and kind of take a dive into the role that we see it playing in 5G

1:11 Evolution so 5G Network builds 5G Network builds when it comes to 5G

1:18 Network builds there are some key things that that decision makers should consider when they're focusing on things

1:24 like streamline builds operational capabilities that provide AI powered

1:29 intelligence and end-to-end automation we also know decision makers are paying

1:35 attention to all things sustainability which is a key business focus today and when I mention sustainability that

1:41 includes sustainability and operation sustainable systems overall and of

1:47 course sustainable architecture so thinking all things 5G networks

1:53 um we're naturally going to highlight Juniper's Cloud Metro offering and so let's talk a little let's start a little

1:59 bit by talking about the 5G ecosystem as a whole so we as we move from 2G to 3G

2:07 to 4G to 5G and 6G we're looking at more

2:12 connected devices than ever before anyone listening to this probably this show probably knows that right more

2:18 connected devices than ever before we're looking at a thousand times uh increase

2:25 in Mobile volume data and amazing increases in data rates and latency is

2:32 also a part of this equation and and we're looking at a 5x

2:37 lower latency performance so we've got lots of things that are going on here and that's really where Juniper Cloud

2:45 Metro comes in and Juniper positions this as being all about volume velocity

2:52 and variety okay and Metro sits in the middle of apps that are shift shifting

2:57 Service delivery into the Metro platform and it's a place where things like video caching is being distributed and we'll

3:04 see 5G user planes and security gateways being distributed and we'll also have a

3:10 massive increase in workloads that are residing in Edge Cloud applications being moved to the

3:16 edge all of these things will be pushing into Metro and that's I think part of

3:22 what makes this such a valuable solution Ron you know essentially the way that I

3:28 look at it is that Metro kind of becomes the new Edge what do you think about that well I think that's a very at

3:34 characterization I think we're seeing that not just at mobile of Congress where Juniper raised both its profile

3:41 and its game I believe but also we're looking at various critical industry trends that are driving the metro to

3:48 becoming uh the new Edge you know we're really where all the action is going on or certainly critical portions of the

3:56 action is going on and so uh I view it as this is where our connectivity Edge

4:01 Cloud hosting and service experience outcomes are really converging and this

4:07 includes I think information that we're seeing that's basically a consensus for example sample on the consumer side we

4:14 see that many of them are willing to pay for a premium service that is to have quality of experience assurances that

4:21 can guarantee something like cloud gaming or video surveillance and things of that nature but I think it's not just

4:28 about consumers it's certainly about the business side the Enterprise side absolutely and what I think is important

4:34 here is that Enterprise data will be increasingly distributed throughout Edge

4:39 clouds in fact by the year 2025 over half of this traffic will be residing in

4:46 that uh environment and so this is why it really becomes imperative to know

4:52 what is going on with Metro cloud in terms of for example that we can

4:57 anticipate that Metro traffic will increase by five-fold that is 500

5:03 percent over the next few years through 2027. so that reinforces the fact like

5:09 yes this is the new Edge Metro cloud is where the action is happening and this

5:14 is a resulting in projections like uh by the end of the decade uh this will be a

5:20 500 billion dollar business let me rephrase that it'll be a half trillion dollar business by the end of the

5:27 Decades already we're talking multi-billions in the very near turn and so this is definitely a space that one

5:33 supplier needs to bet on but it's also a very smart solid bet and that's why I see the Juniper Cloud Metro portfolio is

5:41 really teed up to really take advantage of these opportunities yeah absolutely you know to follow on your comments with

5:48 some additional stats that I think are interesting um is you know uh by well by

5:54 2022 right we're already there 82 percent of video IP traffic

6:01 um video caching is getting distributed into Metro right and so we're seeing

6:06 mobile data traffic which will increase 54 by 2 2025 and by 2025 30 of workloads

6:16 will reside in Edge Cloud so what you've got is you've got Metro and then you've got all of these things around it kind

6:24 of feeding into it and that's really where um I think the key part of the value proposition there is you know

6:31 oh I agree wholeheartedly and I think it's important to first of all understand like Cloud Metro yeah it's

6:37 definitely the space that people have to pay attention to but also it's important to understand why the Juniper Cloud

6:43 Metro portfolio is very well suited for meeting these uh demands but also in

6:50 particular to 5G Network Innovation but also builds and scaling and so forth and

6:56 so this is an opportunity to take a snapshot of the Juniper Cloud Metro portfolio and and the areas where it

7:02 excels I think first of all we have to have a portfolio that is purpose-built and purpose developed to support

7:08 sustainable operations that includes automation capabilities we I think

7:13 understand that automation is going to be critical to enable uh scaling at these massive levels there's just no way

7:20 around it you cannot do it with manual Legacy approaches and that has to be combined with AI enabled engines that is

7:28 using AI to assure that you know know uh what is going on with the network but

7:34 also to be able to proactively respond to emerging say security threats or to

7:41 be able to assign distributed workloads on the most intelligent real-time basis

7:46 and then finally taking advantage of all these Cloud capabilities that is as a service flexibility that many

7:53 organizations appreciate when it comes to for example meeting time to Market

7:58 challenges and so forth but it's not just about sustainable operations it's about sustainable systems and I see like

8:06 the ACX 7000 family that Juniper offers really addresses this all the way from

8:12 the low end to the high and in terms of meeting sustainable systems demands for

8:17 example we have the ACX 7024 pizza box type solution that meets uh for example

8:23 small business requirements or you know branch office requirements and other important

8:29 requirements it just depends on what the the customer needs certainly when it comes to CSP they want to be able to use

8:36 these types of products to meet a broader array of customers but also at the high end you have the new AC K

8:43 7908 product that it can meet all of these intense scaling demands on a

8:50 flexible agile basis with the security assurances and so this is I think

8:55 reinforcing the ability for Juniper to meet sustainable architecture needs so I

9:01 see that they've done a lot of good work in terms of investing in for example IP Services fabric capabilities which are

9:07 important for hybrid cloud and multi-cloud implementations but also integrating that with embedded service

9:14 assurance and built-in zero trust security

9:20 baked in security it's my favorite part of any equation exactly amen it's and so

9:26 what is different here is it has to be needed it has to be built in we can't no longer depend on solutions that are you

9:34 know more bolted in or only applicable to specific applications specific

9:40 networks and so forth it really has to be based on this IP Services fabric

9:45 approach so these are I think are you know key characteristics that distinguish the Juniper portfolio but

9:51 more importantly differentiate it from competing Solutions I agree absolutely well and I think it's worth mentioning

9:58 too that some of these um members of the ACX 7000 family are

10:03 actually somewhat new uh you know the AC ACX 7024 which is the one you mentioned

10:09 first which is kind of a smaller system going all the way up to the acx7908

10:16 um which is you know a much bigger system so it these are kind of new offerings and I think they're definitely

10:22 worth knowing about and taking a look at as you assess your own needs you know I

10:27 agree yeah I think the ACX family is just that it's flexible it's able to not

10:33 only uh address any deployment scenario uh that a CSP or a cloud provider or any

10:39 other player who is addressing the 5G networking builds but again it's about

10:45 all of these uh capabilities combined together in a package that definitely is

10:51 I think optimal for enabling all of these capabilities that we've already

10:56 highlighted in terms of cloud Metro environments right well and I think too for me uh something that's incredibly

11:03 important is that you know based on this um family of offerings what you've got

11:10 is a situation where Juniper's meeting you where you are in your journey you

11:17 know um there's there's a solution for everyone a solution for your specific needs for your specific business size

11:24 that sort of thing I think that's really important because this isn't a kind of a one size fits-all situation exactly in

11:32 fact when it comes to for example Performance metrics uh what we see is that Juniper is delivering scalability

11:39 that from one gig all the way up to 345 terabytes right so that is you know I think a key breakthrough and it's not

11:46 just at the system level it's also at the per slot line uh card level for example they can deliver 21.6 terabits

11:54 per line card and it's already purpose built uh and ready for 800 gig and 1.6

12:00 terabit scenarios and what's important in addition to that is the fact that it has that flexibility so it can go from

12:08 Port speeds all the way get all the way down to one gig but all the way up to 800 gig plus so we know that customers

12:15 need that for their evolving deployment series and that certainly applies to 5G

12:20 Network deployments particularly a standalone kicks in and 5G Advance it kicks in later on but I think it's also

12:27 about the fact that you have I think a clear differentiation when it comes to the highest for example 400 gig density

12:34 that's up to 54 ports and this I think is something that differentiates Juniper from players like Cisco and I think it's

12:42 also important to note that it supports highest timing Precision accuracy that is class D verification and where this

12:50 is important is again about syncing across multi-network scenarios across

12:55 multi-cloud scenarios multi-vendor implementations but also Upstream applications and so forth and I think

13:03 also it's very impressive it has adaptive power capabilities so it's modular removable power shelves that can

13:10 meet each scenario that we already touched on but what I think is equally impressive it has titanium grade power

13:16 efficiency ratings so what's not to like in that particular regard but I think

13:21 where the rubber really hits the road is like okay these capabilities are built in but what is the wow factor what is it

13:27 delivering well for example up to 70 power consumption improvements uh so

13:32 hello sustainability uh that's really yeah I help any csb any organization out

13:39 there in terms of meeting uh their ESG Ambitions uh for example but it's

13:45 also lowering uh total cost of ownership by 70 improving space efficiency by over

13:51 50 and again delivering a longer system life uh cycles and so forth that again

13:57 reinforces that need to uh meet sustainability goals so I think you know

14:02 these are the highlights these I think are the key reasons why uh Juniper has the goods when it comes to enabling 5G

14:10 Network optimization across Cloud Metro environments yeah I agree so I wanted to

14:16 touch here on you know basic Cloud principles and how this applies to Metro

14:22 networks and I think that you know I think we would all agree that the beauty of cloud is in agility and in things

14:31 like resource pooling and automated operations and scalability and you know

14:38 security and measured services and things like that so those are basic Cloud principles and that's exactly

14:46 um what cloud Metro provides for Juniper customers and you know again resource

14:51 pooling they've got one converged Metro instance for all use cases and when it

14:57 comes to automated operations you've got a full service one network provisioning with Cloud native tools and you've got

15:03 the ability to easily scale and optimize for East-West traffic and then you've

15:09 got as we talked about earlier you've got built-in Security Service SLA qoe

15:15 all of which are actively tested and assured so these are the like this is

15:21 um Juniper doing the heavy lifting for you you know for for operators you don't

15:27 have to worry about all of these separate pieces it's all part of the

15:33 cloud Metro offering it's all part of the lift that Juniper that Juniper covers for customers and I think that's

15:40 really I mean as somebody who is charged with making technology

15:46 um decisions for our family of companies what I'm looking for as a customer is I

15:52 need you to make it as easy as possible for me I need you to solve all of my problems at one fail swoop and I also

16:00 need to know that you're there for me from a service level agreement from a support level agreement all of that sort

16:06 of thing and so when I see offerings like this that encapsulate exactly what

16:12 it is I need um it moves me a lot closer to the buy button

16:18 right off and I think he really touched on the core principles here resource pooling That's essential that is

16:24 leveraging Sir server storage and switching capabilities throughout uh Cloud Fabrics uh multi-cloud uh

16:31 implementations and yeah I like the fact that efsi's elastic scalability the fact that it's not about just scaling up but

16:38 scaling out to support network slicing and supporting uh microservices and so

16:43 forth so all these I think are going to be key capabilities that are going to drive 5G Network Innovation and

16:50 monetization yeah and that's really what csps are looking for right yes indeed

16:55 the whole theme of Mobile World Congress it was really um I felt like I did a

17:01 wrap-up presentation with gsma the team at gsma and one of the things one of the things that came out in our

17:07 conversations was that you know we collectively felt like the winner at

17:13 Mobile World Congress 2023 was the ecosystem as a whole you know there was so many solutions that really fit into

17:20 this is how we level up this is how solutions that serve the ecosystem this

17:26 is solutions that really serve what we know customers want and need and and I

17:32 think this fits into that yeah I agree I think it wasn't just about sustainability sustainability and

17:39 sustainability it was definitely about the ecosystem and how it can help fulfill those goals but in terms of

17:44 again driving uh applications that are meeting customer needs being able to again use uh capabilities that

17:54 um basically the CSP is allowing developers to take advantage of and so forth so I mean a lot of key takeaways

18:01 came out of the show uh that uh addressed you know uh what the cloud Metro is uh so well suited for and I

18:09 think this is an opportunity to you know shine a little more Spotlight on the cloud Metro and why it's so different

18:15 from what could be characterized as the Retro the Retro Metro and that was my next that was our next

18:22 uh thing I was going to bring up so let's talk about what how can we

18:28 distinguish the cloud Metro offering from retro metro metro

18:34 yeah I think it really touches on three areas uh one is operations one is at the

18:40 systems level and finally the architecture and we've already teased this I think we've addressed this um but

18:45 now we can crystallize it even more I think with the Retro Metro we're still dealing with you know this focus on

18:52 devices and yes devices are important but we also need to be able to optimize

18:57 devices in terms of how they uh work in within a service experience so really

19:04 it's about experience first networking I think that's one way to definitely look at it and this is I I believe

19:10 correlating strongly with moving away from those manual operations that are definitely not going to be able to meet

19:16 the new demands of 5G networks particularly a standalone implementations really take off it's

19:23 really about Cloud delivered Automation and there's just no way around that and what's interesting is that I think we've

19:29 definitely saw the cloud players step up also at the show that there's more keen interests in working with the operators

19:35 and it's going to vary from operator to operator to what magnitude they want to work with the cloud providers they

19:41 already are the magnitude is about how much of the capabilities they want to entrust to a third-party cloud provider

19:49 and so yes for you know customer facing portals and things of that the cloud is very well suited but when it comes to

19:56 core Network functions it's going to vary you have for example one player like ryze and saying we're going to keep

20:01 this in-house you have a player like T saying all right we're going to actually

20:06 act on enabling these capabilities on a with a strategic partner and all kinds

20:12 of various degrees in between and what this is leading to is that you know the systems are no longer about just traffic

20:19 aggregation but enabling these feature sets that make scaling and aggregation a

20:24 lot more flexible that is it's tuned to workload optimization it's like it

20:29 doesn't matter where the workload is we're going to be able to assure that you can make it uh deliver that

20:35 experience first networking that the customer is going to be satisfied with what is going on in terms of their new

20:41 5G Network capabilities it's also about getting away from Monolithic Power designs again having those modular power

20:49 capabilities that are again optimized for Energy Efficiency you know no longer

20:54 are we having to basically try to shoehorn you know a power efficiency

21:00 ratings it's more about new systems like the Juniper Cloud Metro portfolio that enable this and then finally the

21:07 architecture we already touched on being able to scale out and also scale up in a much more massive level but it's also

21:13 about things uh like uh uh not relying on passive Assurance anymore it's about having that active assurance that can

21:21 enable things like proactive monitoring being able to alert uh the CSP

21:26 monitoring teams about emerging cyber security threats because as we know with

21:32 the transition toward clouds they have a more exposed surface attack and so you

21:37 definitely need that zero trust zero architecture built in from the beginning and then also uh it's just those all

21:45 these things uh combine together in a cohesive solution set that definitely

21:51 gives the operator more confidence to be able to accelerate these 5G Network

21:56 builds and focus more on again uh the service Innovation being able to focus

22:02 more on optimizing the experience and getting away with the nuts and bolts

22:07 aspects of uh you know delivering services absolutely absolutely well I wanted to

22:14 move and touch a little bit about you know we've talked about sustainability right we've talked about how you know

22:22 how to think about it and how you get to sustainable business growth and you know part of what Juniper has identified is

22:30 really that sustainable business growth is all about people and planet and profit

22:35 um and it's so it's always interesting to see that because everybody breaks up sustainability in different ways right

22:40 um and so you know part of a challenge as it relates to people is how do you sustain your skilled staff right

22:47 um you know uh in some research done recently 86 percent of Telco execs named

22:53 the skilled staff shortage is the number one industry challenge okay I think across the board in the industry in the

23:01 tech industry in general that's a common challenge right um people want work life balance and

23:08 probably more so now than ever before especially kind of I think some of this is a generational thing some of this is

23:14 coming out of navigating a global pandemic but work-life balance is important to teams the ability to

23:23 transfer knowledge um amongst and within your teams is a

23:29 really important part of the people Challenge and then of course you've got you know manual operations are not

23:36 sustainable you've got you know chances for human error all that sort of thing and so that's really where AI Ops and

23:42 automation especially are so important and then you've got planet and you know everyone is focused on their

23:50 sustainability commitments um the fact that they made them and now what's happening is people are going oh

23:55 my gosh we planted this flag in sustainability and we you know promised that we were going to have such and such

24:01 accomplished by 2025 oh my God that's two years away what are we gonna do or 2030 and so you know you've got

24:08 um you've got you know the new itu standard which is all about reducing greenhouse gas emission from 45 from

24:16 2020 to 2030. well you know I mean we're already on that Journey right so so

24:21 organizations are highly focused on how to do that gsma net carbon emissions are

24:27 focused um on our Net Zero by 2050 seems really far away in a blink of an eye

24:34 we're going to be going oh my gosh and then you've got you know energy and space efficiency and Technology

24:40 longevity and all of those things around you know reducing E-Waste so that's a

24:46 part of the sustainability equation and then you've got sustaining um you've got profit

24:52 and about sustaining profitable growth and so you know we touched on this a

24:57 little bit earlier but you've got 5x Metro bandwidth growth from 2021 to 2027

25:03 at the current cost this is not sustainable you've got users who

25:10 increasingly reset their expectations they want better service in every way

25:17 right every Everything across the board and so organizations are focused on reducing churn and then you've got

25:24 expanded security threats and people are very very concerned about protecting

25:29 distributed devices data and users all of these things are an important part of

25:35 sustainable business growth retro Metro addressed some of those but I think the

25:42 the cloud Metro platform really does a

25:47 great job of helping get arms around these issues in a much more comprehensive way

25:54 I agree I think that was a major takeaway for the mobile Congress event a European operators I believe are even

26:01 more focused on you know meeting their sustainability goals and in the process

26:06 avoiding accusations of green washing and I think it really came to the Forefront because of the recent

26:13 geopolitical events for example with the clash between Russia and Ukraine energy suddenly became very important for

26:21 European operators and very expensive yeah exactly exactly and and it slowed

26:26 down some 5G Network builds thankfully I believe we have now more stability in

26:32 that regard that there's been uh the adaptation to getting energy supplies

26:37 from other uh parts of the world and and that I think is a giving the European

26:43 operators more confidence to build but that doesn't take away from the fact that energy is you know very much

26:49 Central to their planning and that certainly feeds into the meeting their ESG Eagles and that's not to say that

26:56 North American and Asia Pacific and other parts of the world are certainly focused on that but it was just more

27:02 acute at Europe and I think that was certainly uh something that was a very uh deep impression from uh you know the

27:08 show you know I have to say every time I'm in Europe um I I walk away impressed and

27:16 embarrassed um impressed by their them and their efforts and embarrassed on behalf of all

27:23 of the United States of America because we are not close we are not close to I

27:29 mean everything across the board from you know when you go to an event like my World Congress I mean you know there's

27:36 composting that's available the um you know there's not water bottles all over the place that plastic cups

27:43 that are in meeting rooms are made of recycled materials you know airports

27:48 when you're on your way to Mobile World Congress you know airports like Heathrow does a terrific job of really

27:55 publicizing you know this entire facility is heated and cooled by way of

28:01 you know sustainable power or whatever so it's it's just really interesting the

28:07 strides that they're making certainly in the European market and so when you're a

28:13 vendor serving that market this is more important than ever you know no doubt and and I think those are you

28:20 know good examples I think you're seeing at uh hotels airports public facilities uh the fact that they are developing uh

28:29 these facilities according to uh ambitious environmental goals and we're

28:35 seeing progress I I believe in other parts of the world including the us but yes Europe is at the Forefront we have

28:42 we have ways to go before we catch up so I want to talk now a little bit about you know

28:49 I touched on automation a little bit and um now I want to go and talk about

28:55 Network builds and operations and how junipers automation capabilities like

29:01 Juniper Paragon automation what kind of role can they play in helping to

29:06 streamline 5G Network builds and operations well I think it's critical and I think this is another area where I

29:14 think the Juniper has done very good work in terms of portfolio development but also marketing and branding

29:19 something that sometimes doesn't get as much attention as it deserves I think by attaching Paragon to their automation

29:27 proposition that is Paragon automation as a service that helps distinguish uh

29:33 Juniper from competing uh Solutions and portfolios where you see automation is

29:38 yeah it's there but it's like it's uh distributed and uh this uh product set

29:44 and it's distributed in another product set in other words the proposition is not as cohesive and so I think this is

29:50 an advantage that Juniper could definitely Drive throughout 2023 and what's important here is that it's Cloud

29:57 delivered I think we are repeating ourselves somewhere but it's just so important because that's the only way

30:04 you're going to get instant and cost efficient deployments uh versus you know the Retro Metro implementations and

30:11 again it's about enabling that platform approach so that all the use cases are

30:16 supported you're not having to again be silent bound and say supporting a particular vertical or supporting a

30:22 specific set of applications it really is uh just that um capability that will make a

30:28 difference and it's not just about the cloud capabilities which also is about

30:35 the AI engines and I think once again uh Juniper has done a great job of recognizing this early on and

30:41 distributing across their entire portfolio is not just about okay here's one set of products again so this is

30:47 about detecting issues that humans quite simply can miss so I think we understand that fully especially in these emerging

30:55 5G network uh builds but it's also about identifying the alarms that matter the most and we've seen this so many times

31:02 where you know Ops teams are just overloaded by alarms but a lot of them are faults or they're repetitive and you

31:09 know it gets tied up and it makes it a lot harder to identify a threat when it comes to say for example a ransomware

31:15 threat that could be devastating for an organization uh you know some organizations get shut down uh you know

31:22 up to a third of the workforce could be laid off as a result of that uh attack

31:27 or you know uh many Executives have to uh resign as a result so this is

31:34 something that definitely is at the Forefront and thankfully it's tied into the cloud overall Cloud Metro portfolio

31:41 but it's awesome yeah it's also about maintaining continuous innovation it's not just about devops but net devops and

31:48 second devops so I think these are important because it's about again that collaboration between uh the suppliers

31:55 certainly Juniper and the partners but also the customers so this is something that is uh already built in with the

32:02 Paragon uh proposition and again it's about you know fulfilling a sustainable uh and ESG goals and that is definitely

32:11 something that uh uh is going to drive a lot more purchasing decisions and

32:17 decision making so I think that's something uh that uh will uh resonate

32:22 even more and so you have to stop talking because you've been talking a

32:27 really long time heading up to you now I'm gonna jump in

32:34 and say you know the thing to me that I love about paragon's automation as a service is that you know today

32:41 organizations are focused on on operating with lean teams and doing less with more so what you've got when when

32:47 it's Cloud delivered you've got that it's an instant cost-effective deployment and you've got that the fact

32:55 that it's use case focused for real business outcomes right so again it's

33:00 it's you know there's not this sort of you have to buy into oh we're going to make a difference in some ephemeral way

33:07 this is really really dialed into use case focused instant deployment there's

33:12 an easy button that uh you know and I seriously I always want the Easy Button there's an easy button though with a

33:19 simple ux and UI and guided workflows like who doesn't want that you talked about continuous innovation with devops

33:25 you know the the AI enabled part of this equation is you know AI can detect

33:31 things that humans Miss I mean in a way that we can't possibly do and and to

33:36 your point about you know reducing the Noise by the you know identifying alarms

33:42 that matter and fixing issues before they impact experience and all those things but what we're seeing though is

33:49 you know okay great that sounds great but what are the real outcomes that customers can expect and to me this says

33:55 it all you could you're looking at a 50 reduction in deployment time

34:01 sold you're looking at 70 percent faster newer new case deployment

34:08 even better and you're talking about 40 cost reduction so today again you know

34:14 when we're navigating in a time that is best the world over is best

34:20 characterized as you know challenging macroeconomic conditions right uh when

34:25 when you have a value proposition that's all about shortening time to Value

34:31 easier to deploy and use and significant as in 40 cost reduction like you know

34:40 those are those are attention getters absolutely and in fact I think it also

34:46 aligns directly with AI capabilities again about giving you know the the uh

34:51 the customer the csps the flexibility to use as a service to really I meet uh

34:57 their needs on a uh cost-effective basis but also on a very flexible basis and

35:04 again Meeting those uh time to Market time to Value uh you know goals and uh I

35:11 think what we're seeing now is that when it comes to the use cases that the csps

35:16 are emphasizing that is you know being able to meet vertical needs being able

35:22 to you know develop new capabilities that deliver an experience first networking uh capability that's uh SAS

35:30 automation is pretty much integral to this that you know the clearly you have to have this built in and I think this

35:37 is where Juniper investment and development has really paid off it's about you know again making easier for

35:45 the customer to be able to use these capabilities to purchase these

35:50 capabilities to develop these capabilities and so we're no longer waiting around for software licenses uh

35:57 that are delivered on uh many months basis and if you need to customize it or upgrade it then you know you're stuck

36:03 for another several months and now we're talking uh weeks days you know even hours minutes and so uh that is I think

36:11 going to be vital in terms of you know driving uh 5G Network innovation

36:17 so as we wrap up this show what do you think Juniper's biggest challenge here

36:25 is well I think it's really about you know getting the operators and other you know

36:30 Partners to really focus on what is most important and I think part of that is

36:36 you know Cloud Metro has to be at the Forefront of their Planet they just can't you know be too bogged down and

36:43 you know uh the old school ways of you know planning uh you know how do we

36:48 really make our 5G networks perform better you know it's about again having

36:53 those Cloud native capabilities and these built-in AI engines driving you

36:59 know all of this uh Evolution and being able to meet you know new challenges

37:04 meet new uh opportunities and so forth and so yeah I'll keep uh you know beating the drum on this uh these are

37:12 capabilities that uh you have to have you just can't stop and you know try to catch up on them and so this is what I

37:18 think Juniper is excelling at in terms of their Cloud Metro portfolio and why it's so essential to uh you know the the

37:26 5G network of the future that is certainly having an experienced first networking proposition

37:33 but also it's about you know already having the uh portfolio that can meet

37:39 the demands of the cloud Metro and that's where all of this action is going to be happening at least you know the

37:45 vast majority of it when it comes to any uh enabling any of these capabilities on a scalable flexible level so that I

37:52 think are is one uh major takeaway yeah I agree I agree well and I think that

37:57 you know what Juniper has done with Club Metro is impressive it is uh

38:04 you know you don't have to think a lot about the value proposition here I feel like I've used that word more than it

38:10 more than once or twice but I do think it's it is a significant value proposition and I think really

38:18 um Juniper's biggest challenge is just messaging you know getting that getting

38:24 that value proposition communicated throughout the ecosystem throughout the CSP ecosystem so people can really

38:31 understand this is a solution that's a pretty far-reaching solution you know

38:36 and so before you start making final decisions about your network

38:42 um you need to take a look at this and and I think that that's um you know I think cloud Metro can play a really

38:48 significant role in 5G Evolution um but that a lot of it's going to rely

38:54 on getting the attention of customers yeah I think the Juniper could help the csps get out the schneid or at least get

39:01 more of them off the schneid and into the game at a more impressive level you

39:07 know actually executing on these use cases we've been talking about for a few years taking advantage of the lower

39:13 latency capabilities that you so eloquently emphasize a higher bandwidth capabilities in the massive scale you

39:19 got to take advantage of these capabilities they've invested billions of dollars in these networks and the

39:25 Spectrum and all the capabilities so now this is where the rubber hits the road and that this is where uh I think

39:30 judenburg does have a challenge but I think Juniper already has the portfolio in place and the marketing message that

39:37 can really provide not just differentiation but help catalyze you know uh getting to these monetization

39:44 goals they're going to be essential for csps to really be able to make a difference in the 5G ecosystem yeah I

39:50 agree you know what I think really the next conversation I'd like to have on this topic and we can maybe work with

39:56 the Juniper team to get some information on that but I'd love to at some point in time hear customer success stories you

40:03 know oh yes and and those are always my favorite part of any discussion but you

40:08 know you and I can talk and opine and everything else and we can you know take

40:14 a look at Juniper's messaging and all of that but the reality of it is hearing

40:19 from customers who say you know what I wasn't sure you know maybe part of the story is I wasn't sure but I took a leap

40:26 and oh my gosh this is what happened or so I really look forward to that I think that that's going to be the next

40:31 iteration of our conversation on this topic Ron what do you think I love it I think what's not to like

40:37 well all right and with that we're gonna wrap this episode of the 5G factor to

40:43 our viewing and listening audience thank you as always for hanging out with us we'll see you again next week and uh I

40:49 will include in the show notes some information and some stats on the things that we touched on here as well as a

40:56 link to some of the Articles we've written and uh our coverage of juniper

41:01 and then some information a link for you to find out more so with that thank you Ron and thanks to our audience it's

41:08 always great spending time with you good day

41:15 foreign [Music]