HPE Juniper highlights the trend in network vendor consolidation

HPE’s $14B acquisition of Juniper shines a light on two companies facing key strategic decisions. From Juniper’s perspective, growth had hit a wall and it either needed to go private or find a new path with a larger partner. HPE on the other hand needed to grow its footprint beyond what several tuck in acquisitions have provided. We believe that the acquisition makes sense for both companies and its respective bases as customers look to consolidate redundant vendors in core infrastructure sectors in order to sharpen focus and fund new innovation.