Ribbon Communications Inc. · NASDAQ:RBBN
Ribbon Communications — Investor Presentation (November 2021)
17 slides from Ribbon Communications's investor presentation, Nov 18, 2021
Slide 1: IP Wave
IP Wave Sam Bucci, EVP & GM, IP Optical Networks Jimmy Yu, Dell’Oro Group VP Market Research Optical Transport, Microwave Transmission & Mobile Backhaul 1
Slide 2: Note Regarding Forward-Looking Statements
Note Regarding Forward-Looking Statements This presentation contains “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, which are subject to a number of risks and uncertainties. All statements other than statements of historical facts contai
Slide 3: Ribbon Spotlight
Ribbon Spotlight Agenda: • Safe Harbor Statement: Tom Berry, Ribbon IR Date: November 18th • Introduction: Jimmy Yu, Dell’Oro Group Time: 11 am EST • Prepared Remarks: Sam Bucci, Ribbon Creating better overall economics and services velocity for IP Optical • Moderator-led Q & A: Jimmy Yu & Sam Sam B
Slide 4: Ribbon at a Glance
Ribbon at a Glance Global provider of software and network solutions to service providers, enterprises, and critical infrastructure sectors enabling communications and high-bandwidth networking and connectivity Headquarters: Plano, Texas • NASDAQ: RBBN 1000+ $844M 3,700 140 1000+ Customers1 2020 Rev
Slide 5: Ribbon IP Optical Networks
Ribbon IP Optical Networks Major IP Optical Deployments 55+ years of experience delivering innovative telecommunications ROW networking solutions Americas Europe India 250+ global customers FSU 100K+ IP Optical NEs deployed APAC 5
Slide 6: Customer Challenges
Customer Challenges • 5G, fiber rollout, cloud networking disruptions • Increasing demand, increasing cost, decreasing RPU • Investment protection and migration to new technology • Regulatory environments • Competition • Business digitization/new business models MEC MEC Lower TCO Increased Agility N
Slide 7: Challenges Force a Rethink of the Edge
Challenges Force a Rethink of the Edge • 5G MEC – Disaggregated, dynamic, radio and mobile core resources RAN – Diverse services diverse performance needs • Fiber rollout Enterprises – Diverse services diverse performance needs • Cloud networking Network Edge Residential – Disaggregated, distributed
Slide 8: IP Wave Value Proposition
IP Wave Value Proposition Lower TCO Increased Agility OSS/BSS Automated • Reduce OPEX, Agile and Streamlined operations Automated • Open Multi layer, Multi vendor operations lifecycle • Service driven, fast time to revenues • Economical custom applications (open CI/CD) Network Optimized • Best use o
Slide 9: IP Wave Economics
IP Wave Economics Better Use of CapEX Better Use of OpEx Current IP Wave Current IP Wave 20-45% 30% savings savings 9
Slide 10: IP Wave Portfolio
IP Wave Portfolio Cognitive Software – Muse Professional • Cloud Native platform, rapid app development • Continuous optimization and control Multi Domain Control & Orchestration Services Network Network Network • Multi-layer, multi-vendor Controller Planner Analytics Product attached services • Cus
Slide 11: Programmable Open Optical Networking With Apollo
Programmable Open Optical Networking With Apollo • Programmable • Performance or power-cost optimized transport, for “best fit to application” • Smooth pay-as-you-grow capacity growth • Open for easy deployment multivendor environments 11
Slide 12: Programmable Open Optical Networking – Apollo Capacity Evolution
Programmable Open Optical Networking – Apollo Capacity Evolution Single carrier 5nm-140Gbaud modules To 1.2T 400GZR/ZR+ and 400G module 400G Standard 75GHz grid 7nm-95Gbaud modules To 800G Competitors 400G ZR/ZR+ 400G 112.5GHz grid DCI Metro Long Haul Ultra LH Best in Class Cost and Power Per Bit 12
Slide 13: Converged Multi-access Edge with Neptune Open IP/MPLS Routing
Converged Multi-access Edge with Neptune Open IP/MPLS Routing Fronthaul/Access Routers Pre-Aggregation Aggregation Routers Metro Routers 5G to 800G 800G to 3T 4.8T to 16T FH 1050 2200 2300 2400 2700 1010 1100 1250 1800 2500 1022 2100 1300 xHaul (Multi-service IP Optical) Radios Hub site Aggregation
Slide 14: Multi Domain Control and Automation with MUSE Cognitive Software
Multi Domain Control and Automation with MUSE Cognitive Software User Interface Higher Level Services Orchestration User Adaptation (NBIs, APIs) Network Service Slice Custom Planning Analytics Control Control Mgmt Applications Service & Network Orchestration Applications Ribbon Automation Engines No
Slide 15: MUSE Automation Framework
MUSE Automation Framework Collaborative DevOps Culture Automation Building Blocks Toolkit Cloud Native Framework 15
Slide 16: Summary
Summary BETTER Multilayer Domain Control Muse Access Networks Devices & Things Mobile Multi-access Edge Compute Health and xPON Converged Metro IP Better Economics FTTP Education Fiber Multi-access Networking Neptune • Lowering cost and increasing agility in Neptune Edge Neptune Access the Access to
Slide 17: Thank You
Thank You &) rioddon
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