JNPR Juniper Networks Inc

The US government has filed a lawsuit to block Hewlett Packard Enterprise's (HPE) proposed $14 billion acquisition of Juniper Networks. This legal action aims to prevent the merger due to concerns about its potential impact on market competition.

Following its acquisition of Juniper Networks, HPE is making significant strides in the router and switch markets, challenging established players like Cisco and Huawei. New data from Dell'Oro Group shows HPE's ethernet campus switch revenue growing above market rate, largely attributed to the Juniper acquisition and a strategic focus on AIOps. The company aims to consolidate its portfolio and leverage integrated AI and networking solutions to capture market share, with early indications of success despite the early stage of the integration.

Neil McRae, formerly chief network strategist at HPE's Juniper Networks, has moved to British broadband firm CityFibre as its new chief technology information officer (CTIO). McRae spent almost three years with Juniper, advocating for AI innovation focused on British talent. CityFibre is an alternative network provider focused on building out its fiber optic network in the UK.

A new report by Worldwide Market Reports (WMR) predicts substantial growth in the Optical Network Automation Market, offering a comprehensive analysis of market dynamics, drivers, restraints, challenges, and growth opportunities. The study highlights key players like Cisco, Juniper Networks, and Nokia, segmenting the market by types such as telecommunications service providers and data centers, and applications like network provisioning and fault management. The report also provides regional insights and a detailed research methodology to support business growth and strategic decision-making.

Hewlett Packard Enterprise (HPE) reported $9.7 billion in revenue for its latest quarter, a 14% increase year-over-year, significantly boosted by its recent acquisition of Juniper Networks. Despite missing its overall revenue forecast due to AI server shipment timing and lower U.S. federal spending, HPE saw Juniper's integration drive higher margins, growth opportunities, and software subscriptions through products like Mist and Apstra. The acquisition reinforces HPE's networking portfolio and virtualization strategy, positioning it to capture the SME market and capitalize on the lucrative sovereign AI cloud build-out.

HPE saw a significant 150% rise in networking revenues to $2.8 billion in Q4 2025, driven by the integration of Juniper Networks, while server revenues declined by 5% to $4.5 billion. Despite this decline, server revenues for the full year grew 10% to $17.7 billion, and the company's AI business generated $6.8 billion in orders. HPE is also consolidating its networking sales teams and introducing a unified compensation plan as the Juniper integration continues.