In the tech world, the shift to the cloud has changed entire industry and seen companies both rise and fall. New data storage solutions, along with simple tools to enable powerful remote computing, have made it easier for companies to shift the burden of their operations into the cloud. Still, that data must connect to somewhere to be of any use, and that’s where networking takes over. The Juniper Networking NXTWORK 2015 conference set the stage for laying out Juniper Networks, Inc.’s new strategy of bold moves for this changing market.

To get an expert opinion on the effects of this strategy, John Furrier and Stu Miniman, cohosts of theCUBE, from the SiliconANGLE Media team, invited Brad Casemore to join them on the floor of Juniper Networking NXTWORK 2015. Casemore is the research director of Datacenter Networks at IDC Research, Inc.

Positioning to face the change

The conversation began with a look at the database networking market. The topic at hand, of course, was the cloud. Casemore said that the Cloud will have a growing impact on the traditional data enterprise market. He felt the cloud will be a huge factor going forward.

As for Juniper, he explained that while it has a place in the market, the real question is where the company feels it wants to play. Juniper’s idea to pivot into a software company has served it well so far. Casemore noted the company has done well getting investors on board with the current strategy.

Focus on the strategy

Juniper’s strategy to move toward software was the real meat of the conference. In Juniper’s core market, Casemore said, software is a good move. Cloud providers and newer web businesses that use the cloud seem to like the idea, too. While Casemore stressed that it was unknown how the market would shake out, Juniper did seem to be strong.

A lot of Juniper’s strategy also rested on disaggregation, separating specific hardware from specific software. Casemore felt it came down to customer bases. In Juniper’s case, that means dealing with cloud providers seeking to be more agile by keeping its software and hardware options open. Disaggregation, Casemore said, is a natural play for many of Juniper’s customers.

Watch the full video interview below, and be sure to check out more of SiliconANGLE and theCUBE’s coverage of Juniper Networks NXTWORK 2015. And join in on the conversation by CrowdChatting with theCUBE hosts.

Photo by SiliconANGLE