# How Juniper Networks transformed HPE's fortunes

> HPE's $14 billion Juniper acquisition drove 158% stock growth and major deals with Oracle and AMD in just over a year.
- Title: How Juniper Networks transformed HPE's fortunes · Futuriom
- Summary: HPE's $14 billion Juniper acquisition drove 158% stock growth and major deals with Oracle and AMD in just over a year. Juniper's datacenter networking…
- Keywords: hpe, juniper networks, acquisition, oracle, amd, datacenter networking, antonio neri, ptx routers, qfx switches, oci, helios rack, aruba networking
- Source: Futuriom — https://futuriom.com/articles/news/how-the-juniper-networks-deal-is-paying-off-for-hpe/2026/09
- Read time: 1 min
- Topics: hpe, juniper networks, acquisition, oracle, amd, datacenter networking, antonio neri, ptx routers, qfx switches, oci, helios rack, aruba networking
## HPE bought Juniper for $14B
Hewlett Packard Enterprise acquired Juniper Networks for about $14 billion on July 2, 2025. The deal has become central to HPE's recent success.
## Stock price soared 158%
Since acquiring Juniper, HPE's shares climbed 158%, from $21.34 per share to $55.06. Juniper is saving HPE from earlier problems.
## Networking revenue up 117%
For the nine months ended July 31, 2026, HPE posted 117% year-over-year growth in networking products including Juniper routers and Aruba gear.
## Networking now 26% of revenue
Networking jumped from 15% of HPE's segment revenue before Juniper to 26% of $32 billion in total segment sales by July 2026.
## Hyperscalers driving router demand
CEO Antonio Neri said routing and datacenter switching demand accelerated, with backlog at its highest ever from hyperscalers and neo-clouds.

> Routing and data center switching demand accelerated in the quarter with orders substantially ahead of revenue and our backlog at its highest ever.
## Datacenter networking grew 383%
Six months after the Juniper closing, datacenter networking grew 383% year-over-year. Routing sales jumped from $1 million to $780 million.
## Oracle deal for OCI datacenters
HPE expanded collaboration with Oracle to equip OCI datacenters with Juniper PTX and MX routers, plus QFX and EX switches with AIOps software.
## QFX switches power Oracle AI
The QFX series will support Oracle's large RDMA over Converged Ethernet v2 backend AI networks, which need dynamic load balancing.
## Juniper inside AMD's Helios rack
Juniper's QFX switch tray is the active component in AMD's new Helios rack, a wide rack-scale design with multiple AMD GPUs and CPUs.
## HPE will sell switches standalone
CEO Neri said HPE will sell Juniper scale-up switches beyond just embedding them in HPE Helios racks, to customers using different compute vendors.

> Let me be clear, we are going to sell HPE Juniper scale-up switches beyond just embedded in a HPE Helios rack.
## Key takeaway

Juniper's datacenter networking technology has transformed HPE from struggling to thriving, with 117% networking growth and major cloud partnerships.