wireless in focus: dave geary, president of wireless business

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ULTRA-BROADBAND FOR MOBILE OPERATORS GAINING COMPETITIVE ADVANTAGE DAVE GEARY, PRESIDENT, WIRELESS BUSINESS DIVISION NOVEMBER 14, 2013

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Alcatel-Lucent made returning to profitability in wireless a priority. That spurred a dramatic shift in the way we operate and where we invest our R&D. Dave reports on our progress and talks about what we are doing to ensure we are more efficient, focused and able to compete and win in LTE overlay and small cells deals.

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Page 1: Wireless in Focus: Dave Geary, President of Wireless Business

COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

ULTRA-BROADBAND FOR MOBILE OPERATORS GAINING COMPETITIVE ADVANTAGE DAVE GEARY, PRESIDENT, WIRELESS BUSINESS DIVISION NOVEMBER 14, 2013

Page 2: Wireless in Focus: Dave Geary, President of Wireless Business

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

OPERATORS ARE INVESTING IN ULTRA-BROADBAND TO GAIN

COMPETITIVE ADVANTAGE

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

Page 3: Wireless in Focus: Dave Geary, President of Wireless Business

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

INCREASE MARKET SHARE AND ARPU

FAST AND DECISIVE LTE LAUNCHES

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

Page 4: Wireless in Focus: Dave Geary, President of Wireless Business

COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

MORE DATA USAGE

3× 4× FASTER SUBSCRIBER ADOPTION

FASTER DEVICE ECOSYSTEM GROWTH

10×

LTE ADOPTION AND GROWTH RATE

OPERATORS ECOSYSTEM USERS

Page 5: Wireless in Focus: Dave Geary, President of Wireless Business

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

SINGLE RAN 2G / 3G + LTE EVOLUTION SINGLE RAN TO

LTE OVERLAY

THE OPPORTUNITY IS SHIFTING FROM

LTE TDD OVERLAY

SRAN

LTE FDD OVERLAY

Page 6: Wireless in Focus: Dave Geary, President of Wireless Business

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

LTE OVERLAY IS APPLICABLE TO TWO-THIRDS OF MOBILE CAPEX SINGLE RAN TO

LTE OVERLAY

THE OPPORTUNITY IS SHIFTING FROM

LTE TDD OVERLAY

SRAN

LTE FDD OVERLAY

Page 7: Wireless in Focus: Dave Geary, President of Wireless Business

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

DEPLOYED LTE OVERLAY

75%

ALCATEL-LUCENT PRESENCE IN THE TOP 10 OPERATORS

80% 50% CAPEX DENSITY OF THE TOP 10 OPERATORS

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

Page 8: Wireless in Focus: Dave Geary, President of Wireless Business

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

CAPACITY & PERFORMANCE APPLICATIONS

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

EASE OF DEPLOYMENT

LTE SUBSCRIBERS, DEVICES AND USAGE ARE

DRIVING THE NEED FOR

Page 9: Wireless in Focus: Dave Geary, President of Wireless Business

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

OPERATORS ARE ALSO NOW

REQUIRING SMALL CELLS FOR ULTRA-BROADBAND SCALE AND PERFORMANCE

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

Page 10: Wireless in Focus: Dave Geary, President of Wireless Business

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

lightRadio™ Metro Cell Express

E2E SMALL CELLS NETWORKS

DELIVERING COMPLETE

Auto build in:

1 Small Cells

2 Backhaul

3. Core

4. Light radio CORE BACKHAUL SMALL

CELLS

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

Page 11: Wireless in Focus: Dave Geary, President of Wireless Business

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

RESIDENTIAL CELL CONTRACTS

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ENTERPRISE CELL CONTRACTS ~30% in 2013

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

METRO CELL CONTRACTS >40% IN 2013

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Page 12: Wireless in Focus: Dave Geary, President of Wireless Business

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

OUR R&D INVESTMENTS ARE

MATCHING THE MARKET MOVE TO LTE AND SMALL CELLS

LTE/ SMALL CELLS

LEGACY

LEGACY

LTE & SMALL CELLS

Page 13: Wireless in Focus: Dave Geary, President of Wireless Business

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

SMALL CELLS REQUIRED FOR SCALE AND PERFORMANCE

MARKET IS

OPTING FOR LTE OVERLAYS

LTE IS THE FASTEST GROWING TECHNOLOGY

OPERATORS MOVING TO LTE ARE WINNING

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

Page 14: Wireless in Focus: Dave Geary, President of Wireless Business

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

WE ARE MAKING THE RIGHT INVESTMENTS TO WIN

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

SMALL CELLS REQUIRED FOR SCALE AND PERFORMANCE

MARKET IS

OPTING FOR LTE OVERLAYS

LTE IS THE FASTEST GROWING TECHNOLOGY

OPERATORS MOVING TO LTE ARE WINNING

Page 15: Wireless in Focus: Dave Geary, President of Wireless Business

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COPYRIGHT © 2013 ALCATEL-LUCENT. ALL RIGHTS RESERVED.

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