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Alcatel-Lucent Enterprise IP networking update

Alcatel-Lucent Enterprise IP networking update. Eric Penisson – Stephane Robineau September, 2008. IP networking key strategic directions. OUTPACE MARKET GROWTH. STRENGHTEN PRODUCT PORTFOLIO. Grow faster than the market Gain market shares on competition

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Alcatel-Lucent Enterprise IP networking update

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  1. Alcatel-Lucent EnterpriseIP networking update Eric Penisson – Stephane Robineau September, 2008

  2. IP networking key strategic directions OUTPACE MARKET GROWTH STRENGHTEN PRODUCT PORTFOLIO • Grow faster than the market • Gain market shares on competition • Expand to new segments and geographies • Convergence, virtualization, serviceability • Green IT, security and manageability • High-performance data centers LEVERAGE GLOBAL OUTREACH TO WIN CUSTOMERS ORGANIZATION EXECUTION • Leverage Industry-specific and MNC strategies • Team up with other BGs to deliver IP transformation • One approach with IPS for global projects • Solution-driven organization • Sales and marketing focus • Part of the Dynamic Enterprise vision

  3. IP networking key strategic directions OUTPACE MARKET GROWTH • Grow faster than the market • Gain market share on competition • Expand to new segments and geographies

  4. Revenues • Continued growth: 2006 up 15%, 2007 up 17.5% in revenue • LAN H1 growth of 19% YoY with $118M, two times the market growth • WLAN H1 growth of over 45% YoY ($10M in Q2), two times the market growth Ports Shipments • Over 1 Million port mark reached per quarter • H1 progression of 80% YoY Geographical mix • Outstanding revenue growth in EMEA: 25% in 2006, 47% in 2007Port shipment doubled in 2007, and doubled in H1 2008 • North America accounts for 20% of total • APAC growing fast: doubled port shipment in H1 Performance mix • LAN Fixed with excellent growth (up 44% in H1 YoY) in FE and GigE • LAN Modular flat with Gig/10G up and Fast Ethernet down (EOS OS7000) • Strong 10Gig growth (x5), WLAN 15% of overall revenue Competition • One of the best growth of the key LAN players • Now ahead of Enterasys, closing the gap with Extreme and Foundry IP networking: outpacing market growthH1 2008 performance

  5. INDUSTRY AND PUBLIC SECTOR (IPS) DATA CENTERS 20% CAGR 25% CAGR + + ENTERPRISE 5-10% CAGR Alcatel-Lucent focus:Always-on network, end-to-end portfolio, hardened edge, POE OS685x, OS9000, OA7x0, OAWStrong leverage of IPD products: MPLS Alcatel-Lucent focus:10G migration, green ITvirtualization, optimized latency OS6850, OS9000 Breadth of portfolio ScalableStandards-basedSimplified convergence, Embedded security Green IT LAN (OS6850, OS9000)WLAN (OAW)WAN (OA7x0) SMALL AND MEDIUM ETHERNET SERVICES 15% CAGR 20% CAGR SMB/SME-tailored solutions Low cost, high functionalityconvergence, easy to manage,managed services OS6200, OS6400, OA7x0, OAW Alcatel-Lucentfocus:services capability, end-to-end SLAOAM, MEF OS6200, OS6400, OA7x0Strong leverage of IPD products: MPLS + + IP networking strategy:Outpacing market growth by expanding into new segments

  6. IP networking key strategic directions LEVERAGE GLOBAL OUTREACH TO WIN CUSTOMERS • Leverage Industry-specific and MNC strategies • Team up with other business groups to deliver IP Transformation • One approach with IPS for global projects

  7. Leveraging the global Alcatel-Lucent outreachKey customer wins in 1H 2008 Global reach and cross-industries successes • Validation of the Industry-specific focus strategy • Leveraging a global portfolio: Enterprise business group and Carrier Business Group • Leveraging the service organization: Services Business Group/Industry and Public Sector • Projects in a range of $1M to over $10M • Significant geographical balance improvement

  8. Focus on ASSSM , Montreal – Health and social services regional agency • Carrier-class performance and availability for a mission-critical network • Best security approach and eco-ystem • Green value Why Alcatel-Lucent? • Data center to connect 12 regional hospitals of the city of Montreal • Access to electronic healthcare records of the 2 millions inhabitants of the island • Sharing of research activities, training center for health and social service professionals Challenges • 8 OmniSwitch 9000 for high speed Core • OmniSwitch 6850 for high end access • OmniAccess WLAN infrastructure • Security solutions Solution

  9. Focus on European Court Of Justice, Luxemburg • Six new buildings • 5000 users: judges, lawyers, translators, consultants • Future-ready network to support expansion and large-scale teleconference Challenges • 10-Gigabit Ethernet backbone with 286 10-GbE uplinks • Full-chassis solution: 65 OmniSwitch 9000 chassis • All user ports are PoE Solution • Carrier-class highly redundant infrastructure • Highest availability and performance at the edge • Price Why Alcatel-Lucent?

  10. Focus on Seoul Metro, South Korea • Deliver new IP infrastructure for Seoul Metro upgrade • Three metro lines with 266 stations • Traffic control, Video surveillance, IP devices connectivity Challenges • 28 OmniSwitch 9800/9700 for Core and Control network • 244 OmniSwitch 9700 for other stations • 620 OmniSwitch 6850 for user/device access Solution • High availability and QoS to support mission-critical applications • Rapid Ring STP: Bell Labs patented • Metro features (QinQ, QoS) Why Alcatel-Lucent?

  11. IP networking key strategic directions STRENGHTEN PRODUCT PORTFOLIO • Convergence, virtualization, serviceability • Green IT, security and manageability • High-performance data centers

  12. New product line (March 2008): OmniAccess 700Unified Services Gateway for the enterprise branch IT Services in a Box:Routing, switching, QoS, firewall, VPN, VoIP, server Specifications • Two-slot (OA740) and six-slot (OA780) versions • T1E1, Universal Serial (V.35,X.21) and GigE Switch modules • Full L3 software services Benefits • Reduced cost and complexity for remote/branch offices • Highly secure network infrastructure • Future-ready platform – maximize ROI Target markets • Mid and large enterprise branch offices • Defense, energy, utilities, transportation • Layer 3 CPE for carrier-managed deployments Innovation • OnePass packet processing –performance with multiple services • Security first in the packet path • In-Service-Software-Upgrade (ISSU)

  13. New product (April 08): OmniSwitch 6855Advanced hardened Gigabit switch Industrial-grade, ruggedized GigE, solution for key verticals Specifications • 6855: Copper and Fiber models with various port density • 6855: Small and standard fixed form factor, flexible power supply • PoE power optional • Full AOS L3 software IPv4 and IPv6 Benefits • Extending infrastructure to environmentally challenged sites, connecting people, processes anywhere! Target markets • Defense, energy, utilities, transportation • Outdoor deployment (curb) • Fanless, operating temp, acoustics, environmental standards, shock, vibration, electromagnetic emission Innovation Ring RSTP

  14. New product (July 08): OmniSwitch 6400Value Gigabit switch for SME, Ethernet services Virtual Chassis Ring RSTP autoQoS • L2+ Gig Ethernet stack OmniSwitch 6400-24 OmniSwitch 6400-P48 Specifications • 24 and 48 ports 10/100/1000 POE and non-POE • 24 ports SFP Fiber supporting 100FX/Gig transceivers • Stacking capability 2 x 10G full-duplex Benefits • AOS software benefits (L2+), IPv4 and IPv6 • PoE models with replaceable PS • Optimized power, reduced depth and noise level Target markets • Edge workgroups for Small, Mid-sized business • Business Ethernet Services, FTTH • IP convergence in Branch offices Innovation • Auto-configuration, Edge availability, security, GreenIT

  15. Product evolution (November 08): OmniSwitch 9000EAdvanced 10Gigabit switch Datacenter and large campus network Specifications • New enhanced modules for existing OmniSwitch 9000 Chassis • Multi-VRF support • MPLS for enterprise Benefits • Highly integrated design for low power consumption • Enabling networks consolidation and virtualization • Enhanced availability - in-service software upgrade with SCS Target markets • Datacenter • Enterprise core • Campus networks Innovation • In-service software upgrade (ISSU) • Upcoming support of L2 MPLS (VPLS) and L3 MPLS (IP-VPN) Ring RSTP

  16. Vision and direction for IP networking products Current LAN/WLAN product lines Current WAN product lines Vision • Green IT, security and manageability • 10G growth, enterprise large and extra large • Edge convergence (LAN and WLAN) • Hardened and SME markets growth Portfolio directions • Lower power consumption, generic service module • Massive 10G density, virtualization, MPLS, 40G/100G interfaces • LAN, security and WLAN integration • Non-stop operation – self configuration, self-monitoring Vision • Branch/SMB services consolidation in one box • Managed services, IP VPNs extension to CPE • Seamless experience for roaming/office users • WAN optimization Portfolio directions • New SMB and small branch solutions • Breadth of WAN interfaces, full set of networking applications • Voice and WLAN convergence with remote survivability • Extensible future-ready service platform

  17. IP networking key strategic directions ORGANIZATION EXECUTION • Solution-driven organization • Sales and marketing focus • A part of the Dynamic Enterprise vision

  18. Organization execution Global 7.5 7.1 Technical support 6.9 6.7 Training 7.7 7.1 Supply chain 7 6.8 Pre-Sales 7.2 7 Marketing 6.5 6.3 Sales 6.9 6.7 Products 8.1 7.5 BPWS 7.3 7.1 * Quarterly Survey run by Estel over 450 interviewed BPs managers giving adashboard, with detailed answers and comments Alcatel-Lucent Competition Solution-driven business units • Mid and large enterprise • SMB • Security • Product, solution, R&D, technical support Worldwide reinforced marketing and sales • Worldwide presence with regional support Centers focusing on regional needs • EMEA mature/emerging, North America, APAC,CALA • Increasing sales and marketing headcounts: 2007: up 20%; 2008: up 20%North America: up 25% in H1, up 45% by end of year • Leveraging Alcatel-Lucent global sales force: enterprise, verticals, carrier Innovation • Anticipating future market dynamics with Bell Labs innovation Customer satisfaction • Continue to over-perform market standards

  19. Executing a global marketing framework A marketing execution across SEGMENTS supporting the DYNAMIC ENTERPRISE One holistic marketing approach • IP networking is one of the four pillars of the Dynamic Enterprise framework • Systematically promoted during large events: Q1: Enterprise Forum Q2, Q3: Regional Forums Global account sessions: proximity, big fish in the bay • Supported by focused channel programs and incentives

  20. Alcatel-Lucent — Enterprise business group • Sustaining profitable growth: Revenue, operating profit (high single digit) • Application and Data are the 2 strongest contributors: Double-digit growth • Increasing: Average deal size +20% Global account revenue +20%, services revenue +35% Service providers sales +22% Financials • A big market, intertwined with Carrier and addressable through joint solutions and GTM • Enterprise is a significant contributor to growth and operating profit • ALU is investing: 4 acquisitions/technology transfer Enterprise is key for Alcatel-Lucent

  21. www.alcatel-lucent.com www.alcatel-lucent.com

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