Juniper has made another acquisition, this one in the mobile security space. SMobile provides anti-malware software for mobile phones, and the deal likely shows that Juniper’s primary focus above the network layer will continue to be security.
Mobile security is an increasing issue given the smartening of devices, but there is also a risk that it will be quickly taken up by more familiar names, particularly if there are a limited number of mobile operating systems to contend with, and if the current phone OSs continue to be repurposed into the tablet space.
There is already a Junos Pulse client for mobile devices, and the acquisition could beef up Juniper’s client role beyond security, which we think would be the smart play. Cisco, if you recall, already has the Cius tablet and could get into the phone business itself on the enterprise side, a more generally effective play than just providing a security client. A strong management client could, though, create a true seamless experience control process across a service layer. We’ll see where this one goes.