2015 INVESTOR & ANALYST DAY · 2017. 2. 5. · Integrated Network Solutions Business Overview •...
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2015 INVESTOR & ANALYST DAY
Caroline DowlingPresident INSMay 06, 2015
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Integrated Network Solutions Business Overview
• $9.2B business
- Server, Storage - Converged: Compute/Storage & Appliance/Security
- Communications: Wireless & Wireline
- Networking: Routing, Switch, SDN & Optical
• Innovation & Investment
• 10 New customer logos, solid bookings and business pipeline
• High Operating Cash FlowFAST
FA
CTS
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Leading Market Share Position
Communication33%#1
Network21%#1
Server & Storage20%#2
Converged25%#1
Infrastructure
Source: IDC Ems QTR revenue tracker
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Maintained Leadership & Invested In Future
Communication33%#1
Network21%#1
Server & Storage20%#2
Converged25%#1
ConvergedInfrastructure
Network Function Virtualization
Software Defined
Open Source/Compute
Source: IDC Ems QTR revenue tracker
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FlashStorage
23% CAGR
Data Analytics
$76Billion
IoT 50Bn Connected Devices: Infrastructure
Source: IDC Ems QTR revenue tracker
Digital Data will exceed
40Zettabytes
Internet Security
$43Billion100xincrease in
Wi-Fi Capacity
8xGrowth in Smart
Phone Traffic 10xvideo data
traffic on mobile network
37%Growth in SDN NFV
Applications
ConvergedInfrastructure
Network Function Virtualization
Software Defined
Open Source/Compute
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Telecom - Wireless
Strong Current Market & Technology Position
Source: UBS Estimates, Company Reports, Gartner, and Dell Oro
3G
EnterpriseSwitching
GPON/FTTH
PBX & UnifiedCommunication
IP Core & EdgeRouting
Enterprise Routing Enterprise Storage Enterprise Server
Optical Networking
WLAN
(Networking) Converged Infrastructure 3.0 (Server Storage)
Small Cells
Broadcast/Video
Emerging Growth Legacy HardwareMarket Leadership Position
DAS
RRH
Security Appliance
Emer
ging
Te
chno
logy
Gro
wth
Lega
cyTe
chno
logy
MicrowaveBackhaul
LTE – 4G
Flash/Hybrid Storage
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Telecom - Wireless
Strong Current Market & Technology Position
Source: UBS Estimates, Company Reports, Gartner, and Dell Oro
3G
EnterpriseSwitching
GPON/FTTH
PBX & UnifiedCommunication
IP Core & EdgeRouting
Enterprise Routing Enterprise Storage Enterprise Server
Optical Networking
WLAN
(Networking) Converged Infrastructure 3.0 (Server Storage)
Small Cells
Broadcast/Video
Investing & Emerging Legacy HardwareMarket Leadership Position
DAS
RRH
Security Appliance
Emer
ging
Te
chno
logy
Gro
wth
Lega
cyTe
chno
logy
MicrowaveBackhaul
Flash/Hybrid Storage
LTE – 4G
100G400G
SDN
Reference Platforms
Converged Platforms
Rack Solutions
5G
C-Ran
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100G
400G and 1Tb
Optical Capability Development Roadmap
CY 2005 2010 2015
Cap
abilit
yCENTER OF EXCELLENCE
40G
6% Growth Per Year
$16bn Market
Basic Component
Advanced Technologyand Capability
Global Footprint
Customer Base Diversification
Sketch to Scale
10G
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Platform at Work Expanding Customer Relationship
EMS Traditional Relationship
Software Defined
ExpandedServices Business
Intelligence of Things
Expand Relationship & Product Portfolio
2009 2010 2013 2014 2015
Factory of the future (IOT)
Global logistics
Components
Supply Chain
6 Business UnitsHigh end routingSwitchingVideo WirelessSoftware defined Converged
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Key Takeaways
1 $9.2Bn Industry leading market position
2 Strongest customer & technology portfolio
5 Stable revenue outlook and strong cash flow generation
3 Investments paying off LTE, Optical, Security, Appliance and Converged Infrastructure
4 Great bookings and new programs – solid new customers on board
Telecom
Converged - Server/Storage
Networking
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