Hewlett Packard Enterprise (HPE) has announced its plan to acquire Juniper Networks for $14 billion this week. The aim of this acquisition is to double HPE’s networking business and narrow the gap on generative AI. This acquisition is a strategic move for HPE, which had already made a significant push into networking with the purchase of Aruba Networks. While the industry press has done a great job reporting on the news and analyzing the strategic fit, only ETR is unique position to report on the competitive data directly from both companies’ end users. In this article, ETR leverages its most recent JAN24 TSIS data to look at both the company’s future spending intentions and their joint customer-shared accounts analysis.
