FIXED NETWORKS: NEW TECHNOLOGIES, NEW OPPORTUNITIES, …

COPYRIGHT © 2014 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT — INTERNAL PROPRIETARY — USE PURSUANT TO COMPANY INSTRUCTION

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FIXED NETWORKS: NEW TECHNOLOGIES, NEW OPPORTUNITIES, NEW COMMERCIAL MODELS Federico Guillen, President of Fixed Networks

Fixed Networks: New Technologies, New Opportunities, New Commercial Models Federico Guillen President of Fixed Networks


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THE LANDSCAPE OF FIXED NETWORKS

DSL BROADBAND

FIBER

1 GBPS

VDSL2 VECTORING

SHIFT


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HOW CAN TECHNOLOGY HELP?

TIME

100%

COVE

RAG

E FTTH ROLL-OUT S-CURVE


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TIME

COVE

RAG

E

FUTURE-PROOF YOUR INVESTMENT

100%

•  HIGH CAPACITY (4X10GBPS) •  MULTI-WAVELENGTH FLEXIBILITY •  CONVERGED SERVICES •  RE-USE EXISTING PON AND OSP

TWDM-PON (NG-PON2)


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TIME

COVE

RAG

E

ACCELERATE YOUR FTTH ROLL-OUT

100%

G.FAST / FTTdp

•  AVOID ENTERING THE HOME •  LEVERAGE IN-BUILDING TELEPHONE LINES •  SAVE TIME AND MONEY


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TIME

COVE

RAG

E

AVOID CHURN AND GENERATE REVENUE QUICKLY

100%

•  QUICK DSL BOOST (FTTN) •  FAST TTM AND ROI •  GENERATE REVENUE •  FUND FTTH

VDSL2 VECTORING AND VPLUS


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TIME

COVE

RAG

E

MIGRATE LEGACY SERVICES AND SIMPLIFY YOUR OPERATIONS

100%

PSTN TRANSFORMATION •  PROTECT PSTN REVENUE •  LEVERAGE ULTRA-BROADBAND ROLL-OUT •  SIMPLIFY NETWORK AND OPERATIONS


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TIME

COVE

RAG

E

THE ULTRA-BROADBAND TOOLKIT

100%

TWDM-PON (NG-PON2)

VDSL2 VECTORING AND VPLUS

G.FAST / FTTdp

PSTN TRANSFORMATION •  PROTECT PSTN REVENUE •  LEVERAGE ULTRA-BROADBAND ROLL-OUT •  SIMPLIFY NETWORK AND OPERATIONS


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2013 A TURNING POINT IN THE FIXED ULTRA-BROADBAND MARKET

€0.0

€1,000.0

€2,000.0

€3,000.0

€4,000.0

€5,000.0

€6,000.0

2013 2014 2015 2016 2017

MARKET FORECAST @JAN 2013

ONT DSL OLT Services

€ 0.00

€ 1,000.00

€ 2,000.00

€ 3,000.00

€ 4,000.00

€ 5,000.00

€ 6,000.00

2014 2015 2016 2017 2018

MARKET FORECAST @JAN 2014

ONT DSL OLT Services

+10%

+17%

+18%

+14%

Source: Dell’Oro


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THE LANDSCAPE OF FIXED NETWORKS

VDSL2 VECTORING

SHIFT

1 GBPS


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FTTx

EXTENDING OUR COPPER LEADERSHIP • FTTx will play a critical role in UBB deployments

• From cost-effective FTTN to “avoid-the-home” FTTdp

• All regions

• Extending our VDSL2 Vectoring leadership with G.fast and Vplus


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GIGABIT CITIES

ESTABLISHING FIBER TECHNOLOGY LEADERSHIP • Fiber and gigabit services disrupt the market, and drive investment

• In Asia, North America, but also Europe/Middle East

• Flagship 7360 ISAM FX fiber solution

• Establishing technology leadership with TWDW-PON


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SERVICES

FOCUS ON HIGH-MARGIN AND STRATEGIC OPPORTUNITIES • Focus on differentiating, value-add services

• PSTN transformation, UBB transformation, Maintenance, and Outside Plant

• Selective approach: high-margin, strategic, or pull-through product sales

• Investing in additional end-to-end capabilities, resources, and tools


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CABLE

EXPANDING THE ADDRESSABLE MARKET FOR FIBER SOLUTIONS • MSOs start to feel the bandwidth pressure (sustained speeds and upstream)

• Fiber as complement to DOCSIS, creating a disruption

• Initially business services, residential to follow

• Adding cable features to our fiber solutions (10G EPON, DPoE)


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DIGITAL HOME

EXPANDING INTO ADJACENT MARKETS • Higher speeds and complexity

• Home device is the SPs foothold and brand in the home

• Virtual CPE simplifies the home—reduce OPEX, accelerate new services

• Investing in ONT, vCPE, and advanced CPEs for high-speed copper


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FIXED NETWORKS: NEW TECHNOLOGIES, NEW OPPORTUNITIES, …

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