Avaya — Investor Day (December 2005)
16 slides from Avaya's investor day presentation, Dec 1, 2005
Slide 1: Avaya Financial Analyst Conference
Avaya Financial Analyst Conference December 1, 2005 © 2005 Avaya Inc. All rights reserved. -1-
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements give our current expectations or forecasts of future events. Actual future results may
Slide 3: The First 5 Years
Avaya Financial Analyst Conference The First 5 Years Donald K. Peterson Chairman and CEO © 2005 Avaya Inc. All rights reserved. -3-
Slide 4: September 30, 2000: A Challenging Beginning
The First 5 Years September 30, 2000: A Challenging Beginning • Conceived in a bubble…but – Global economic meltdown on the horizon – Y2K spend cycle over • Positioned as “slow-growth” “weight” on Lucent Technologies. “Viking funeral” • $780 million in debt and undercapitalized • Traditional telepho
Slide 5: But With Assets to Build On
The First 5 Years But With Assets to Build On • Unmatched customer base – 90% of Fortune 500®® • World-class technology – Avaya Labs (former (former Bell Bell Labs) Labs) – Services “feet on the the street” street” • Opportunity for unique culture – A multi-billion dollar start-up start-up • Industr
Slide 6: The Road To Intelligent Communications
The First 5 Years The Road To Intelligent Communications •• Financial Financial stability stability •• Right Right people, people, right right investment investment •• Global Global reach reach •• Market Market leadership leadership •• New New name, name, brand brand awareness awareness •• Vision Vi
Slide 7: The Road to Intelligent Communications
The First 5 Years The Road to Intelligent Communications © 2005 Avaya Inc. All rights reserved. -7-7
Slide 8: Reinvested in Our Portfolio
The First 5 Years Reinvested in Our Portfolio • Early commitment to IP Telephony • Software focus –– Open, Open, flexible, flexible, interoperable, interoperable, secure secure –– Avaya Avaya Labs Labs –– ongoing ongoing investment investment in in R&D R&D • Portfolio renewal DEFINITY Æ –– DEFINITY
Slide 9: Expanding Our Portfolio & Footprint Through Acquisitions
The First 5 Years Expanding Our Portfolio & Footprint Through Acquisitions • Tenovis quadrupled footprint in Europe –– Avaya Avaya #2 #2 in in Germany, Germany, #3 #3 in in Europe Europe VPNet Technologies Tata Telecom Cyber IQ Systems Spectel Quintus Corporation Tenovis Expanets Route Science Vista
Slide 10: Expansion Through Partnerships
The First 5 Years Expansion Through Partnerships • Partner with industry leaders • ‘DevConnect’ Program: >1,300, 34% outside U.S, grew 5x since 2004 FY2001 FY2002 FY2003 FY2004 FY2005 © 2005 Avaya Inc. All rights reserved. - 10 10-
Slide 11: Restructured Go-To-Market Model
The First 5 Years Restructured Go-To-Market Model Direct • Aligned by industry • Global deployment Strategic • CXO relationships Accounts • Solution selling • High-touch on regional accounts Named Accounts • Strong Partner participation • Geo alignment, vertical specialization • Partner-led Mid Mark
Slide 12: And We Delivered Competitive Value To Our Customers
The First 5 Years And We Delivered Competitive Value To Our Customers • Flexible • Modular Applications • Ubiquitous …customer path, pace Avaya Customer and choice Value Systems Services • Single-point • Open accountability • Available • Global • Evolutionary • Secure © 2005 Avaya Inc. All rights re
Slide 13: Avaya Today
The First 5 Years Avaya Today Delivering How? • #1 in IP telephony, contact center, messaging Leadership and other key business communications applications in the market • Leadership in vision: Intelligent Communications • Holistic mobility approach, many deliverables • Industry leading communicatio
Slide 14: A Leader in Business Communications
A Leader in Business Communications IP Telephony Contact Centers Mobility Services © 2005 Avaya Inc. All rights reserved. - 14 14-
Slide 15: Financial Progress Report
The First 5 Years Financial Progress Report • Generated positive cash flow & operating income • Built strong balance sheet • Instilled financial discipline • Created performance based culture © 2005 Avaya Inc. All rights reserved. - 15 15-
Slide 16: With Customers All Over the World
The First 5 Years With Customers All Over the World © 2005 Avaya Inc. All rights reserved. - 16 16-