Más contenido relacionado A Snapshot of Infinera, Infonetics' #1 Ranked Optical Networking Company1. 1 | © 2014 Infinera Confidential & Proprietary
Infinera Business Update
March 31, 2014
2. 2 | © 2014 Infinera Confidential & Proprietary
Industry Leader – Intelligent Transport Networks
Infinera At-A-Glance
• Silicon Valley Company delivering optical platforms for global service providers since 2004
• Optical transport: $4B LH market in 2013 growing to $13B LH + Metro by 2017
• 131 customers in 71 countries
• World’s #1 leading provider of long-haul 100G wavelengths ex-China
• 42 DTN-X Customers Globally as of Q4 ’13
3. 3 | © 2014 Infinera Confidential & Proprietary
Annual Revenue Growth
*2013 over 2012 Average Dell ‘Oro, Infonetics, Ovum, ACG
**$614 based on Wall Street analysts consensus estimates
$544M = 24% YoY Growth vs.
12% LH DWDM industry growth*
Profitable & Strong Balance Sheet
**
4. 4 | © 2014 Infinera Confidential & Proprietary
9,333
5,556
6,308
4,604
1,703
0
800
1,600
2,400
3,200
4,000
4,800
5,600
6,400
7,200
8,000
8,800
9,600
10,400
Long Haul 100G DWDM Leader
DWDMLongHaulTerrestrialTotalUnitsSold
Q3’10–Q4’13(wavelengths)
Source: Dell’Oro Group 4Q’13, Dell ‘Oro estimates HUA & ZTE 50% 100G from China
Infinera has delivered 31% of
all 100G LH ports ever sold
outside of China
Q3 2012Market Entry Q1 2010 Q1 2011Q3 2011 Q3 2012
5. 5 | © 2014 Infinera Confidential & Proprietary
Infonetics Ranks Infinera #1 Globally
Optical Network Hardware Vendor Scorecard March 24, 2014
“Infinera is #1 this year as a result of very high ratings among customers
for technology innovation, reliability, and service and support.”
Andrew Schmitt, Principal Analyst, Optical, Infonetics
6. 6 | © 2014 Infinera Confidential & Proprietary
Worldwide Deployment Continues to Ramp
Worldwide Footprint and
Km of LIT Fiber
Worldwide Deployed Capacity
• Successful customer adoption with over 26,235
chassis deployed
• Infinera deployments have lit up over 1,449,570
km of optical fiber across 71 countries
• 4.3 Petabit/s of deployed capacity demonstrates
maturity and success of Infinera DTN/DTN-X
platforms
Customers Deployed over 1 PB/s of 500G super-channel capacity on DTN-X,
Infinera still the only supplier with super-channels in production.
7. 7 | © 2014 Infinera Confidential & Proprietary
Infinera Locations & Employees are Growing
1,352employeesglobally,~40%inEngineering
Sunnyvale, CA (HQ) ~650 employees
Indium Phosphide
Photonic IC Fab
System Engineering &
Test (HW & SW)
Systems Manufacturing
& Strategic Materials
Allentown, PA ~100
Modules
Bangalore, India ~350
Hardware, Software
Development & Test
Customer Service &
Support, Exec. Staff,
Marketing, HR, Finance,
Legal and IT
Additional Locations:
• Ottawa, Canada (R&D)
• Annapolis Junction, MD
• London, UK
• Singapore & Hong Kong
• Addt’l Global Sales Offices,
more opening every year
8. 8 | © 2014 Infinera Confidential & Proprietary
PIC Technology
Leader in Intelligent Transport Networks
Step function in network TCO
Multi-year innovation lead
• Photonic IC Leader
• Only vendor shipping 500G super-channels
• Integrated OTN switching w/o compromise
• Multi-layer automation, strong SDN architecture
• 450+ patents granted/filed
The Infinera Experience
• Industry leading customer satisfaction
• Unparalleled reliability
• Best-in-class global service and support
Continued market growth and momentum
Why Infinera?
Scale AutomateConverge
what THE NETWORK will be
DTN-X
#1
9. 9 | © 2014 Infinera Confidential & Proprietary
Thank You
www.infinera.com