Summary Bullets:

• The addition of Juniper’s enterprise business is unlikely to have a serious anticompetitive effect on the robust campus access market, which includes LAN and WLAN networks, as well as the management and policy software that runs them.

• Juniper will make HPE’s data center business more attractive to enterprises, but often the server/storage decision and networking decision is made separately, especially in greenfield situations.

The UK’s Competition and Markets Authority (CMA) has started an investigation into HPE’s plan to acquire Juniper Networks, which is set to complete in late 2024 or early 2025. With a deal size of approximately $14 billion dollars and HPE’s position in the enterprise infrastructure market, it’s not a surprise that the deal is receiving scrutiny by regulators. There has been a spate of acquisitions in the tech sector that have been blocked in the last few years, including Nvidia buying Arm and the CMA also put the acquisition of VMware by Broadcom under considerable scrutiny.

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