SP Portfolio Competitive Landscape

2RAD Proprietary and Confidential SP Portfolio Competitive Landscape

• RAD’s Position in the EAD Market– Competitive Environment

• RAD’s Position in the vCPE Market– Competitive Environment

• Summary

Agenda

3RAD Proprietary and Confidential SP Portfolio Competitive Landscape

SP Focus

• SPs focus on 10G deployment‒ Price pressure already exists ‒ NA and EU drive the majority for 10G

• More requirements for 100G EAD‒ Opportunities in NA, EU and APAC‒ Requires full switching and services

scale• We observe a new MTU trend‒ Requires more fan out and scale

• L2 EAD over BB and LTE catches momentum

‒ EU, NA and APAC ‒ Different use cases for this function

EAD Market:

• The market is evolving..‒ Major tenders ‒ SD-WAN continues to lead the vCPE drive‒ More SPs understand the value of uCPE‒ Still struggling with business case‒ Some SPs are looking into IT services with

uCPE• Still many challenges‒ Some of SD-WAN vendors can provide

uCPE‒ Jungle in the WB market

vCPE Market:

4RAD Proprietary and Confidential SP Portfolio Competitive Landscape

ETX-2 CPE/uCPE Portfolio

RADview NMS/EMS and Edge Orchestrator

PM/SATWindows/Linux

1G/10G uCPE & pCPE Whitebox portfolio

NFV

ETX-2v/p-series platformDenverton/ Xeon-D, 2 – 4 – 8 – 16 cores

10G L2 Demarcation and Aggregation portfolio

ETX-2i-10G2/4 SFP+ and 4 Combo

ETX-2i-10G4 SFP+ and 24 1G

10G

ETX-2i-64E1T164 x E1/T1

1G L2/L3 Premium Demarcation with NFV module portfolio

ETX-2i-B4/6 ports, pluggable NFV module

ETX-2i )4/8 ComboAIO modules, NFV module

ETX-2i )10 ports

1G

MiNID – NID and PM probe SFP sleeve & Standalone form factor

MiNID

ETX-203AXFiber

ETX-203AX8WSHDSL

ETX-203AXLTE

ETX-203AMModular

ETX-205AGPS / Timing / E1 PWE

1G ETX-2 – Flexible L2 demarcation portfolio1G

3x100G, 10x10G

100G L2 Demarcation and Aggregation portfolio

ETX-2i-100G

100G

RAD’s Position in the EAD Market

6RAD Proprietary and Confidential SP Portfolio Competitive Landscape

New Platforms in roadmap 2019

Apr/19 July/19 Oct/19 Jan/20

ETX-2i New D-NFV cards (XEON-D 4/8 Cores)

ETX-203AX-LTE/BBOptical + cellular access for high availability and fast rollout

Jan/19

ETX-2i-10G/MBHOptimized 5G cell site demarcation

ETX-2-100G Aggregation (800G)

pCPE/VDSL 1st release

ETX-2-100G High Speed Carrier Ethernet demarcation and aggregation

7RAD Proprietary and Confidential SP Portfolio Competitive Landscape

EAD Market Competitive Landscape

0

1

2

3

4

5

Price

Feature Set

Wide PortfolioInnovation

vCPE Evolution

Adva Ciena Raisecom Telco System Accedian RAD

8RAD Proprietary and Confidential SP Portfolio Competitive Landscape

ADVA Business sectors

Optical Transport

Packet Edge &Aggregation

Network Virtualization

TimingSynchronization

FSP 3000 AgileConnect, FSP 3000 CloudConnect, FSP 3000 AccessConnect

FSP FSP 150CC series, FSP 150-GE100Pro Series, FSP 150 ProVMi & ProVMe series

Ensemble Connector, Controller, Orchestrator, Director

Acquisitions

OSA PTP GM, OSA Syncplug, etc.

ProductsBusiness sectors Likely business volume*

* Have no data to support this assumption but expect optical business leading operating income before Ethernet and Timing

RAD competitive sectorsETX-2i/DNFV ETX-2vETX-2iETX-2AX

vCPE-OS ------- RADview -------

MiCLK

9RAD Proprietary and Confidential SP Portfolio Competitive Landscape

• There are two models in the ISCOM series:– ISCOM 2xxx, RAX 7xx

• Main competing products: – ISCOM RAX701/RAX711 – ISCOM 2900

• ISCOM products support IP/MPLS

Arguments against ISCOM series products

• RAD Advantages over ISCOM RAX701/RAX711– ETX supports SAT based Y.1564, RAX only based

on RFC2544– RAX doesn’t support timing based on 1588 TC or

BC – ETX-2i-B can be equipped with NFV module– ETX-203AX can match this product in

performance, features and price

RAD’s Position in the vCPE Market

11RAD Proprietary and Confidential SP Portfolio Competitive Landscape

ETX-2v – most flexible uCPE portfolio in the market

Branches HeadquartersSmall Medium Large Regional Central

Users (example) 10 50 200 500 1000Bandwidth (example) 10 – 50 Mbit/s 10 – 100 Mbit/s 100 - 200 Mbit/s 200 – 500 Mbit/s 500 – 1000 Mbit/s

ETX-2v models

CPU = Performance Denverton Denverton Denverton XEON D XEON DCores = virtual services 4 8 8 6 12RAM (GB) 16 16 24 32 32Storage (GB) 120 240 1000 1000 2000SFP slots 2 2 2 2 2UTP ports 4 4 4 4 4LTE option LTE LTE LTE x xVDSL option xDSL xDSL xDSL x xPower Supply Single Single Single Single, Dual Single, DualRAD ETX-2v Operating System vCPE-OS vCPE-OS vCPE-OS vCPE-OS vCPE-OS

12RAD Proprietary and Confidential SP Portfolio Competitive Landscape

vCPE Market Competitive Landscape

0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

5Solution Price

Comprehensive solution

WB Portfolio

Open Environment

pCPE Portfolio

Orchestration

Competitive Landscape

Adva One Access Cisco RAD

13RAD Proprietary and Confidential SP Portfolio Competitive Landscape

• 2 CPE models that support virtualization– ISR 4000 with UCMS (module)– 5400 ENCS (newest)

• vCPE Management solutions– Orchestrator: Cisco NSO– VIM: NSO or ESC (Elastic Service Controller) – VNF Manager

• VNFs (+100 different VNFs’) – CSR1000V, vBRAS, vRR, vCGN, etc.

Cisco vCPE options

$3,847.23

5400 ENCS

ISR 4000

14RAD Proprietary and Confidential SP Portfolio Competitive Landscape

• Wide range of vCPE and pCPE portfolio

• Price competitive

• Advanced routing features

• No Orchestration

• Works mainly in Europe

One Access

15RAD Proprietary and Confidential SP Portfolio Competitive Landscape

OneAccess Portfolio

16RAD Proprietary and Confidential SP Portfolio Competitive Landscape

• Ensemble Connector

• L2 NID + L3 forwarding (no L3 PM)

• Open Management + Virtualization

• Ensemble Orchestrator - Automated Service Creation

• Ensemble Analytics - Big Data Collection and Analysis

• Ensemble Controller - an open source SDN controller

and management system

• Ensemble Director - provides the flexibility, scalability

and high-availability for end-to-end configuration

Adva Ensemble Solution

17RAD Proprietary and Confidential SP Portfolio Competitive Landscape

uCPE HW portfolio

ETX-2i seriesETX-2v series 3rd party white boxes Pluggable Network Functions

Customer Edge

NFV Infrastructure Assured Packet Transport

vCPE-OSAPIs FW SD-WAN

VNF

Other VNFs

VNF Virtual Services

RAD vCPE Solution Components

RADviewEMS/NMS and Domain Orchestrator Integration to 3rd party

3rd party NFV OrchestratorServices / Lifecycle Service Orchestration

Network Infrastructure

NFV SDN Existing WANIPCE 2.0OTNExisting OSS

Service Portal

Integration to 3rd party

Public Clouds

IP/MPLS/Ethernet

Wireless

Internet

Private CloudsCore services

Enterprise HQSD-WAN Overlay Transport

Assured Underlay Transport

Customer Edge

uCPE

18RAD Proprietary and Confidential SP Portfolio Competitive Landscape

vCPE-OSBuilt on RAD’s Assured Access competence

NFV

IN

etw

orki

ng

Linux UbuntuEthernet NID Router Control Plane

Transport Layer FunctionalityPluggable drivers & Mgt

ZTP Security Tunnels

Networking Toolbox

OAM Acceleration

Universal CPE

Device Management– SDN API’s– Monitoring/Analytics

• NETCONF/YANG• CLI/SNMP• OpenStack Agent• OpenStack Control• OVSDB• LibVirt• OpenFlow

REST

Device ManagersOrchestrators

NET

CON

F

CLI

SNM

PSDN Controllers VNF Managers

North Bound API’s VNF

MG

T

HW

UNI/NNI and LTE/WiFi

vAccess Pluggables

Pluggables: Optics, NID, GPON, DSL, TDM, GPSPhysical Interfaces:

Intel x86 CPU (Atom, Denverton, Xeon)

Integration with a range of Orchestration partners

APIs for integration with SDN Controllers and Orchestrators

Flexible NFVI Integration Openstack or NETCONF

Comprehensive Tools BoxDPDK & SR-IOV

Utilizing RAD’s expertize in Carrier Grade transport

Any x86 Whitebox HW

Hypervisor – KVM/ Container

VNF VNF VNFVirtualization Layer

OVS – Virtual Ports/Service ChainingOpe

nsta

ck

NET

CON

F

All inOne Core

19RAD Proprietary and Confidential SP Portfolio Competitive Landscape

• RAD’s SP Portfolio is based on EAD and vCPE

• The vCPE solution includes uCPE and pCPE

• The market is evolving for both EAD and uCPE

• RAD is definitely a leader and a leading innovator

To Sum Up

Thank youF o r y o u r a t t e n t i o n