a quick glance at infinera, ranked top optical networking company by infonetics
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1 | © 2014 Infinera Confidential & Proprietary
Infinera Business UpdateMarch 31, 2014
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 | © 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 | © 2014 Infinera Confidential & Proprietary
Long Haul 100G DWDM LeaderDW
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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 | © 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 | © 2014 Infinera Confidential & Proprietary
Worldwide Deployment Continues to Ramp
Worldwide Footprint andKm 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 | © 2014 Infinera Confidential & Proprietary
Infinera Locations & Employees are Growing1,352 employees globally, ~40% in Engineering
Sunnyvale, CA (HQ) ~650 employees
Indium PhosphidePhotonic 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 | © 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 AutomateConvergewhat THE NETWORK will be
DTN-X
#1
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