On a conference call, executives from HPE and Juniper Networks said the strategic imperative for their proposed merger “will strengthen HPE’s position at the nexus of accelerating macro-AI trends, expand our total addressable market, and drive further innovation for customers as we help bridge the AI-native and cloud-native worlds.”
In particular, the companies see an opportunity to expand their combined Edge and Networking total addressable market by 30% by 2026. They cite:
- The Juniper integration will make HPE’s portfolio will be even more diversified and more heavily weighted toward its high growth, higher margin businesses.
- Minimal overlap in product lines and customer segments
- For Juniper, it grows their footprint in data centers and cloud providers.
Some slides from the webcast (linked below)
