Strategic Intelligence: IT Infrastructure Sector Scorecard Q2 2025 Update

On July 2, 2025, Hewlett Packard Enterprise (HPE) completed its $14 billion acquisition of Juniper Networks. This announcement came almost exactly 18 months after plans for the takeover were made public and followed a protracted approval process, including a US Department of Justice lawsuit challenging HPE’s purchase of Juniper that was settled in June 2025.

Before the deal’s completion, HPE and Juniper occupied fifth and sixth place, respectively, in the thematic screen of the analyst’s IT infrastructure sector scorecard. Writing in January 2024, The analyst principal analyst Steve Schuchart said that the takeover of Juniper would allow HPE to better address the changing needs of the enterprise networking market, improve its access to telecom markets, and strengthen its AI offering.

Scope

• This sector scorecard provides a top-down, comprehensive outlook for the key players in the IT infrastructure sector over the next two years, based on the key themes set to transform their industry landscape.

Reasons to Buy

• Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.
• The analyst's thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition and secure that all-important competitive advantage.
• The analyst has developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.
• First, we identify the top 10 themes transforming a sector across four categories (tech, macro, industry, and ESG). We also rank themes in order of priority by examining activity levels across 200 million alternative data signals, including patents, jobs, deals, filings, social media, and news.
• Second, we research each theme in detail, examining the value chain, key players, and trends. Additionally, we examine the impact of each theme across the 20 industries we cover. Our 200 million signals help identify the leading adopters of a theme in each sector.
• Finally, using our sector scorecards, we rank the companies most likely to succeed in a sector over the next five years.