Some interesting inorganic news on the software side of the vendor space landed yesterday. Juniper Networks has announced a definitive agreement to acquire Apstra.
Apstra specializes in next generation automation software, and more specifically in things like intent-based networking and automated closed loop assurance. Juniper hopes to combine that expertise with its own efforts in data center networking, which are built around the company’s Junos technology.
Apstra’s multivendor approach will no doubt help Juniper expand the range of its portfolio when it comes to open programmability. They specifically mentioned customers running SONiC technology.
Financial terms were not disclosed, but Juniper did say that it does not expect the deal to materially impact revenue in 2021. Earnings-wise it will start out dilutive, but should be breakeven for 2021 and accretive for 2022.
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