Gilat Satellite Networks Ltd. · NASDAQ:GILT
Gilat Satellite Networks — Investor Presentation (April 2016)
67 slides from Gilat Satellite Networks's investor presentation, Apr 18, 2016
Slide 1: Gilat Satellite Networks Corporate Presentation
Gilat Satellite Networks Corporate Presentation Gilat Satellite Networks | April 2016 This presentation constitutes proprietary and confidential information of Gilat Satellite Networks Ltd. It may not be disclosed, used or duplicated, in whole or in part, without the prior written consent of Gilat S
Slide 2: Outline
Outline • Introducing Gilat • Gilat Areas of Core Competencies and Focus – High Throughput Satellite (HTS) – Cellular solutions – Mobility - airborne and beyond – Enterprise – Broadband Internet – End-to-end managed services – Rural connectivity and government • Summary • Backup slide
Slide 3: Gilat at a Glance
Gilat at a Glance • Leading global provider of end-to-end SATCOM network solutions since 1987 • Traded on NASDAQ since 1993 and on TASE since 2004 • Specialize in fixed and mobility communications for commercial and government entities • Provide full managed services worldwide • 2016 estimated annua
Slide 4: Global Presence, Local Support
Global Presence, Local Support R&D centers NOCs Sales offices • 5 R&D centers (250+ engineers) • ~ 1.5M terminals worldwide • 4 NOCs • ~ 500 active networks • 20 Sales office • 900+ employees worldwide • 90 countries Gilat 2015 Revenue By Geography
Slide 5: Gilat's Corporate Strategy Based on Growth Engines
Gilat’s Corporate Strategy Based on Growth Engines HTS Driving meaningful partnerships with HTS satellite operators, leveraging our leading technology in the market and our breadth of services, to deploy and operate the ground segment. In-Flight Connectivity Focusing on developing and selling our ne
Slide 6: Among Our Diverse Customer Base and Partners
Among Our Diverse Customer Base and Partners Satellite Companies Telcos / MNOs Enterprises Service Providers & ISPs System Integrators Governments
Slide 7: HTS - High Throughput Satellite
HTS - High Throughput Satellite
Slide 8: Regional Growth of HTS Capacity
Regional Growth of HTS Capacity
Slide 9: High Throughput Satellite (HTS) Revolution
High Throughput Satellite (HTS) Revolution: From Wide Beam Wide Beam To Multi-spot Beams • Industry is changing to meet demand growth – Additional capacity – New market opportunities – Faster data rates – Lower prices Multi-spot Beams
Slide 10: HTS Driving Business Change
HTS Driving Business Change • Operators requiring HTS complete solution Gilat Partnerships – For all the beams – For all the applications (fixed & mobility) – To provide differentiated customer experience via end-to-end solutions • Gilat is uniquely positioned to maximize the HTS opportunity • Partn
Slide 11: HTS Bandwidth Demand & Revenue by Application
HTS Bandwidth Demand & Revenue by Application • Dominated by Broadband Access • Other applications require relatively low bandwidth support • Broadband Access is a “high volume/low margin” business • New market opportunities opening up with better prices and margins – Mobility applications – Cellula
Slide 12: HTS: Driving Ground Segment Architecture Change
HTS: Driving Ground Segment Architecture Change X-Architecture for SkyEdge II-c • Cloud-based distributed architecture - SDN/ NFV • Support for multiple markets • Efficient bandwidth management • Network scalability and flexibility • Reduced OPEX/CAPEX
Slide 13: X-Architecture Supports Multiple Fixed and Mobility Applications
X-Architecture Supports Multiple Fixed and Mobility Applications SkyEdge II-c Full Portfolio of Optimized VSATs Trains ONE In-flight PLATFORM Broadband Maritime Enterprise Cellular
Slide 14: HTS References
HTS References Synertone, a leading Chinese satellite SES Broadband Services (SBBS) has The China Aerospace Science and solutions provider, has selected Gilat's chosen Gilat to provide a high- Technology Corporation (CASC), the baseband equipment to enable fixed performance, Ka broadband network mai
Slide 15: Cellular Solutions
Cellular Solutions
Slide 16: Insatiable Demand for Data Connectivity Driving the Industry
Insatiable Demand for Data Connectivity Driving the Industry LTE networks answering Exabyte Per Month the data hunger worldwide Source: Cisco VNI Mobile, 2015 Ericsson, Mobility Report, Nov 2014
Slide 17: Enlarging the Addressable Cellular Market
Enlarging the Addressable Cellular Market Rural communities Metro-Edge • New technologies enabling viable business cases • Outsourcing of network resources – revenue sharing models • Government-driven Universal Service Obligation (USO/USF) Suburban communities Isolated Resorts Cellular on wheels Dis
Slide 18: LTE Satellite Backhaul Proven with Gilat Technology
LTE Satellite Backhaul Proven with Gilat Technology • Convergence bringing opportunity: Mobile Satellite • Mobile industry demand Industry Industry • HTS-driven bandwidth price decline Gilat Technology • Innovative Gilat technology • Gilat provides satellite backhaul at terrestrial speeds with faste
Slide 19: Embedded Acceleration is Key for High Performance
Embedded Acceleration is Key for High Performance • Capricorn VSATs deliver ultra high speed LTE acceleration and encryption functionality over a single VSAT and over a single HW board and single SW • Advantages of single board Capricorn VSAT • All VSAT software and configuration is managed by singl
Slide 20: Breakthrough in LTE Performance over Satellite - Joint Patent with Softbank
Breakthrough in LTE Performance over Satellite - Joint Patent with Softbank Overcoming the Inherent Satellite Delay Methods and apparatus for optimizing tunneled traffic
Slide 21: Integrated Small Cell over Satellite Solution
Integrated Small Cell over Satellite Solution – Gilat CellEdge Solution for Remote Cellular Coverage Integration Advantages • One integrated & optimized solution • One point of accountability • Lower costs, better performance • One comprehensive network view • Supporting 2G, 3G & LTE CellEdge for Ne
Slide 22: Gilat Small Cell - CellEdge SDR
Gilat Small Cell - CellEdge SDR (Software Defined Radio) Extend cellular coverage to rural areas • Provide user experience similar to urban areas • One time CAPEX investment for all cellular G • Two carriers within one box independently support any cellular G Product Highlights • Supports any cellul
Slide 23: Cellular References
Cellular References SoftBank, a Tier-1 mobile operator, Delnet, a Philippine communications For TIM Brasil, Gilat delivered a full selected Gilat’s SkyEdge II-c solutions provider, chose Gilat for turnkey solution of 3G coverage to the Capricorn – the only platform to SMART’s 2G/3G CBH SMART is a mo
Slide 24: fg
fg
Slide 25: In-Flight Connectivity (IFC) - Fastest Growing Market
Connected Commercial Aircraft Growth from 2013 to 2023 • More than a third connected via satellite • 2013 – 3,318 connected aircrafts • 2023 - 13,070 connected aircrafts Source: Euroconsult 2015 In-Flight Connectivity (IFC) - Fastest Growing Market
Slide 26: Gilat: Full In-Flight Connectivity Portfolio
Gilat: Full In-Flight Connectivity Portfolio • Antenna – ER6000-A - Dual band Ku/Ka antenna • Transceiver – Wavestream AeroStream - De facto industry standard • Modem – SkyEdge II-c Taurus - Highest performance: 400Mbps ER6000-A Taurus AeroStream Easy integration with third-party equipment SkyEdge I
Slide 27: Automatic Beam Switching
Gilat Solution Maintains Continuous Land, Sea and Air Coverage While On-the-Move AUTOMATIC BEAM SWITCHING
Slide 28: Automatic Beam Switching
Gilat Solution Maintains Continuous Land, Sea and Air Coverage While On-the-Move AUTOMATIC BEAM SWITCHING
Slide 29: Automatic Beam Switching
Gilat Solution Maintains Continuous Land, Sea and Air Coverage While On-the-Move AUTOMATIC BEAM SWITCHING
Slide 30: Electronically-Steered Array / Phased-Array Antenna (ESA/PAA)
Electronically-Steered Array / Phased-Array Antenna (ESA/PAA) Breakthrough technology for future applications ESA/PAA Benefits: • Highly scalable for flexible design Receive Transmit • Low SWaP antenna for size / weight constrained platforms • Ultra-low profile ( < 5cm / 2”) • Good for equatorial re
Slide 31: Passenger Broadband Connectivity for High Speed Trains
Passenger Broadband Connectivity for High Speed Trains Gilat provides high-gain antenna for SOTM (Satellite on the Move) RaySat ER7000 Benefits: • Continuous communication for remote regions • Providing high- throughput broadband connectivity • Rapid auto-acquisition, tracking, and re-acquisition •
Slide 32: Broadband Connectivity at Sea
Broadband Connectivity at Sea All-in-One SATCOM Ku-Band Maritime Terminal MarineRay 60P Benefits: • All terminal’s components are contained within 60cm parabolic radome • Ideal for small passenger yachts and fishing boats • Plug and play for easy and fast installation • Based on Capricorn for ultra-
Slide 33: Tiny Terminals for Unmanned Aircraft Systems (UAS)
Tiny Terminals for Unmanned Aircraft Systems (UAS) Full-duplex satellite communication, linking UAS to its ground control station BlackRay Integrated System Benefits: • Forward link provides command and control capabilities, while return link transfers sensor data – Enables high throughput BLoS oper
Slide 34: On-the-Move and On-the Pause Solutions for Commercial Applications
On-the-Move and On-the Pause Solutions for Commercial Applications Digital Satellite News Gathering (DSNG) Border Control In motion recording & broadcasting; First on the air w/ ‘Breaking News’; Monitoring and regulating the country’s borders File Reports while on the move (illegal immigration, smug
Slide 35: On-the-Move and On-the Pause Solutions for Military Applications
On-the-Move and On-the Pause Solutions for Military Applications Rugged antenna: RaySat ER6000-M Manpack: SatTrooper
Slide 36: Mobility References
Mobility References Honeywell selected Wavestream’s Gogo, the global leader in providing China’s CRRC, the world’s largest Ka-band transceivers for integration broadband connectivity solutions and railway transportation supplier, has into Inmarsat’s Global Xpress (GX) wireless entertainment to the a
Slide 37: Enterprise
Enterprise
Slide 38: Diverse Enterprise Markets Require Satellite Communication
Diverse Enterprise Markets Require Satellite Communication • Private networks answer the Education Retail infrastructure needs of today’s enterprises – Expanding into geographically distributed and remote offices – Increasing reliability and Oil & Gas Inventory / Freight security of critical financi
Slide 39: Gilat Enables Hundreds of Enterprise Networks Worldwide
Gilat Enables Hundreds of Enterprise Networks Worldwide • Gilat's enterprise solutions deliver: – Cost-effective broadband to widely dispersed, multi-site operations – Efficient and reliable satellite-based connectivity solutions – Variety of terminal types and flexible and modular hub system – Comp
Slide 40: Carrier Class Network Management System - TotalNMS
Carrier Class Network Management System - TotalNMS • Service-oriented management • High-availability NMS HW • Carrier class database • Configuration, monitoring, events and alarms of all hub elements and VSATs
Slide 41: Flexible Business Models for Virtual Network Operators (VNOs)
Flexible Business Models for Virtual Network Operators (VNOs) Gilat’s VNO portfolio is a set of products and configurations, designed for Satellite and Hub Operators to deliver B2B wholesale services Operation models: Hardware VNO Software VNO Cloud VNO VNO service utilizing VNO service utilizing VN
Slide 42: Flexible Business Models for VNO
Flexible Business Models for VNO Example 1: Cellular VNO controls their own hardware Example 2: Broadband VNO acquires a fully managed service
Slide 43: Flexible Business Models for VNO
Flexible Business Models for VNO 10 VNOs on a Single Chassis; 30 VNOs per Rack
Slide 44: Enterprise References
Enterprise References Axesat, one of Latin America’s leading Bharti Airtel is a leading global Dollar General Corporation has more satellite service providers, selected telecommunications company with retail locations than any retailer in Gilat to provide enterprises in Latin operations in 20 countr
Slide 45: Broadband Internet
Broadband Internet
Slide 46: Growth of Global Satellite Broadband Subscribers
Growth of Global Satellite Broadband Subscribers Market will add over 8 million net new subscribers 2014-2024 Source: NSR 11/2015
Slide 47: SkyEdge II-c Broadband Access VSATs
SkyEdge II-c Broadband Access VSATs • Super Portfolio of Fast VSATs – Up to 40Mbps download – Support retail and ISP wholesale business models – With TCP/HTTP Acceleration & AES-256 Encryption Gemini-i (Ka and Ku) Scorpio - Ka Libra – Hybrid (Ka or Ku) • High Speed Broadband • Industry first integra
Slide 48: Simple, Do It Yourself Installation (Ka-band)
Simple, Do It Yourself Installation (Ka-band) http://www.youtube.com/watch?v=xohFf4-KyME
Slide 49: SkyEdge II-c Key Differentiators for Consumer Broadband
SkyEdge II-c Key Differentiators for Consumer Broadband • Built-in Advanced Usage Services – Customized service plans – Free usage time zones – Usage top-ups – Automatic redirections Most flexible Service Plans • VSAT Speed Self Test – Initiated by user or via the NMS – Measures upload/download, DNS
Slide 50: Consumer Broadband References
Consumer Broadband References Nordnet, a subsidiary of the Orange Avanti Communications Group plc, a Via its prime satellite services Group, provides a wide range of broadband satellite operator, is integrator, Optus, NBN Co.’s mandate Internet solutions for private and deploying Gilat VSATs to prov
Slide 51: End-to-End Managed Services
End-to-End Managed Services
Slide 52: Gilat's Managed Services - End to End Portfolio
Gilat’s Managed Services - End to End Portfolio
Slide 53: Gilat's Managed Services - Value Proposition
Gilat’s Managed Services - Value Proposition • Turnkey solution – from network design and setup to ongoing network operation and management • Full accountability • Enhanced customer experience • Delivery excellence • Commercial/financial flexibility • Risk sharing • Reduced TCO • Enabling customers
Slide 54: Benefits to the Customer
Benefits to the Customer Financial • Significant TCO reduction starting day one • Cost predictability, CAPEX/OPEX flexibility X-Chassis Accelerate Growth • Improve business • Wideband agility IPM vs. competition • Better time• to market Multi Carrierfor new products and territories Demodulator • Ena
Slide 55: Managed Services Scope – High Level
Managed Services Scope – High Level Service Delivery Management Network Operation Program Management • 220 / 220MHz Beam X-Chassis • 16 beams SLA per GW • Wideband IPM Management Network •Setup Multi Carrier Demodulator • 6 * Multi-channel Receivers 3rd party Management Space Segment SLA Definition
Slide 56: Managed Services Scope
Managed Services Scope Service Delivery Network Setup Network Operation Management • 220 / 220MHz Beam X-Chassis • 16 beams per GW • Wideband IPM 24*7 NOC • Multi Carrier Demodulator Program Management SLA Definition Incident Response & Restoration • 6 * Multi-channel Receivers Network Operation Spa
Slide 57: Managed Services References
Managed Services References Optus - NBN Co.’s mandate was to Telstra, Australia’s number one telecom Deep in the Amazonas jungle of Peru, provide broadband service to every operator, signed a multi-year managed Gilat deployed a wireless 450km network Australian in rural areas. Gilat provides service
Slide 58: Rural Connectivity and Government
Rural Connectivity and Government
Slide 59: Delivering Broadband Services to the Remotest Regions
Delivering Broadband Services to the Remotest Regions • Proven solutions provided via terrestrial and satellite networks • Cooperate with governments, ISPs, and NGOs • On-time delivery, within budget and fulfilling the project scope • Single point of contact and full accountability • Leading technol
Slide 60: Gilat Bridging the Digital Divide
Gilat Bridging the Digital Divide • Experience deploying and operating networks in any terrain • Overcome challenging conditions • Creative implementation and delivery methods Satellite delivered to Distance learning – Digital training - villages Havasupai tribe 1,300 schools
Slide 61: Gilat Turnkey Project Offering for Rural Connectivity
Gilat Turnkey Project Offering for Rural Connectivity • Network Design – Rural business model expertise – Analysis of transport and access solutions • Implementation – End-to-end deployment in challenging terrain – Managing integration with core network – Information and Communication Technology - I
Slide 62: Rural References
Rural References Fitel Peru recently awarded Gilat a Peru’s government chartered Gilat to Colombia’s MinTic Kioscos Vive regional telecommunications equip a retired navy vessel with a Digital project involved a infrastructure project for approximately VSAT, so it could provide medical, Gilat-powered
Slide 63: Summary
Summary Providing Full Network Management and Equipment for SATCOM
Slide 64: Gilat – A Partner of Choice
Gilat – A Partner of Choice • Satellite industry pioneer and established leader since 1987 • Owner of unique, outstanding, future-ready technology • Strong R&D and large portfolio of leading products • Rural expertise and operational excellence • Vast global presence with local support • Proven exce
Slide 65: Thank You
Thank You
Slide 66: Backup Slide
ax Backup Slide
Slide 67: Wide Range of Products and Integrated Solutions
Wide Range of Products and Integrated Solutions VSAT Network System On-the-Move and On-the-pause Antennas BUCs & SSPAs On-the-Move and On-the-Pause Terminals and Modems BUCS & SSPAs Commercial Defense Commercial Defense Scorpio ESA - PAA Airborne Ground Transceiver X-Chassis Libra SatRanger SatTroop
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