ViaSat, Inc. flkformerly known as Wild lildBlue...

17
ViaSat, Inc. f l k ild l formerly known as WildBlue Communications June 22, 2012

Transcript of ViaSat, Inc. flkformerly known as Wild lildBlue...

ViaSat, Inc.f l k ild lformerly known as WildBlue

Communications

June 22, 2012

ViaSat is a “Broadband Internet via Satellite” service provider with approximately 420,000 customers in the United States

ViaSat (ViaSat Communications, Inc)WildBlue Communications acquired by ViaSat

customers in the United States.

WildBlue Communications acquired by ViaSatin December 2009

ViaSat is publically traded (NASDAQ: VSAT)

Headquartered in Denver, Colorado in the western U.S. Approximately 275 direct employees Approximately 275 direct employees

U.S. nationwide infrastructure with 3 Ka-band spot beam satellites, additional

l d it f thleased capacity on a fourth 27 Gateway Earth Stations Network Operations Center

ViaSat Brings Your Network To Life

Business Systems Data Center Customer Call Center

Our Target Market is the Rural U.S.

Customer Demographics: Population Density

We have Historically Targeted Rural Markets

60%

70%

80%

90%

100%

omers

20%

30%

40%

50%

60%

Wild

Blue

 Custo

0%

10%

20%

Less than 20 20 to 40 40 to 80 Over 80

Households per sq km

Over 90% of WildBlue Over 90% of WildBlue customers are in rural areas with <50 homes/km2

ViaSat now provides higher speeds and better service quality

ViaSat Brings Your Network To Life

ViaSat now provides higher speeds and better service quality on the new ViaSat-1 satellite, competitive with DSL and terrestrial wireless in less rural markets.

ViaSat Customer Density Follows U.S. Population Densityp y

PopulationWildBlue Customer Density

ViaSat Brings Your Network To Life

Wholesale & Retail Distribution

Approximately 50% Retail Distribution Sold under the WildBlue and Exede Brand Over 2000 retail dealers

Approximately 50% Wholesale Distribution Typically branded “ … Powered by WildBlue”, “…Powered by

Exede”

Enterprise Distribution Approximately 50 Value-Added Resellers

ViaSat Brings Your Network To Life

Enterprise is currently a small fraction of subscribers

ViaSat Network Architecture

SatelliteConnectivity

SubscriberTerminals

GatewayEarth

Stations

FiberConnectivity

Operations &

Business

Internet

High power, bent-pipespot beam satellites

Unmanned remotely operated

Gateway Earth

Fiber connectivityGoogle email, web hosting,

portals

Network operationsBusiness systems

ViaSat Brings Your Network To Life

satellites yStations

portals yDenver, Colorado

Satellite Connectivity

Ka-band capacity on four satellites Anik F2, launched Jul 2004 AMC-15, launched Nov 2004 WildBlue-1, launched Dec 2006 ViaSat-1, launched Jan 2012

Spot beam payloads designed specifically for Internet access

Gate a satellite c stome (do nst eam) Gateway satellite customer (downstream) Customer satellite gateway (upstream)

Low cost two-way satellite bandwidthy Anik F2 has approximately 4000 MHz (US capacity) AMC-15 has approximately 1500 MHz WildBlue-1 has approximately 6000 MHz

ViaSat Brings Your Network To Life

WildBlue-1 has approximately 6000 MHz

ViaSat-1 Launched January 16, 2012 Breakthrough level of capacity

via satellite 140 Gbps throughput

au c ed Ja ua y 6, 0ViaSat-1 Satellite

140 Gbps throughput 70% coverage of the US Includes Alaska, Hawaii coverage

17 U S t 17 U.S. gateways

ViaSat-1 satellite provides6 8 i i d & b d idth

Space Systems/Loral

6-8 gain in speed & bandwidth 20-25 capacity increase in highest

demand markets

Anticipating rapid customer growth with the launch of the ViaSat-1 satellite Faster speeds and a better customer experience

ViaSat Brings Your Network To Life

Faster speeds and a better customer experience Up to 12 Mbps download speeds

ViaSat-1 Extraordinary Capacity

i S h i h ll lli

ViaSat Brings Your Network To Life

ViaSat-1 has more capacity than all current satellites above No. America combined.

ViaSat-1 Network Geography

ViaSat Brings Your Network To Life

ViaSat-1 Ground Network Architecture

ViaSat Brings Your Network To Life

Bandwidth Consumption per Subscriberp

25 5%

28.2%

30%

25.5%

20%

25%

Fraction of All Subscribers

Fraction of Total Throughput

15.7%

13.6%15%

20%

ercent (%

)

9.6%

11.9%12.7%

11.2%

9.3%

7.8%

10%

Pe

6.4%

4.2%

2.9%2.0%

1 4%2.1%

6.3%

5.0%4.1%

3.6%3.0%

2.5%2.0%

1.6%

5%

ViaSat Brings Your Network To Life

1.4% 1.0% 0.8% 0.6% 0.5% 0.3% 0.3% 0.2% 0.1% 0.1%

1.1% 0.9%0.5% 0.2% 0.1%

0%0-1 1-2 2-3 3-4 4-5 5-6 6-7 7-8 8-9 9-10 10-11 11-12 12-13 13-14 14-15 15-16 16-17 17-18 18-19 19-20

Consumption/Subscriber (GB/month)

Bandwidth Consumptionby Applicationy pp

3 44%

2.72%4.75%

Tunneling

eMailAll Other

6.08%

4.26%

3.44%

Peer-Peer

SoftwareUpload

50.42%

28 33%

HTTP/Web

Video 28.33%

ViaSat Brings Your Network To Life

Web and Video traffic account for over 75% of all bandwidth consumption.

Satellite Technology is Evolving at Terrestrial Rates

1000

o)

Vi S t 2

ViaSat-3

10

100

20Mbps FIOS

H b id Fib

Fiber

(M

bps)

month

–Cis

co

ViaSat-1

Ka SpotBeam

y (G

bps)

ViaSat-2

.1

1

56kbps Dial Up28 8kb Di l U

1.5Mbps Cable Modem

Twisted Pair

Hybrid FiberCoax

le B

andw

idth

m

ption (

GB/m CONUS

C/Ku FSS

ellit

e Cap

acity

0001

.001

.01 28.8kbps Dial Up Twisted PairCopper

Last

Mil

Dat

a Consu

m

9.6kbps Dial Up

Per

Sat

e

.00011980 1985 1990 1995 2000 2005 2010 2015 2020

Satellite Technology Will Keep Pace with Terrestrial

ViaSat Brings Your Network To Life

Technology Improvement.

Exede12 Plans

ViaSat Brings Your Network To Life

Exede5 Plans

ViaSat Brings Your Network To Life

Recovery Act Plans

No upfront equipment feefees

No monthly lease fees

Free set-up Free

standard installation

Free shipping

dand handling

Lower hl

ViaSat Brings Your Network To Life

monthly service fee