Viavi Solutions Inc. · NASDAQ:VIAV
Viavi Solutions — JDS Uniphase — Investor Presentation (January 2002)
40 slides from Viavi Solutions's investor presentation, Jan 9, 2002
Slide 1: JDS Uniphase
Slide 2: Forward-looking statements
Certain statements in this presentation constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1934. “Forward-looking” statements are all statements made by us, other than those dealing specifically with historical matters and any statements we make about th
Slide 3: Glut? Quote from Dr Robert Metcalfe
ban ee Glut? “Saying there is a glut of because there is a lot of fiber » is like saying there is a glut of microprocessors becauisertt there is a lot of sand.” & Dr Robert Metcalfe, » liventor of thejEthernet Networking Protocol "a JDS Uniphase
Slide 4: Lee}
Lee} JDS Uniphase
Slide 5: Business Bandwidth Use Growing Today
Business Bandwidth Use Growing Today... Vy Video )z Data Services 3 Video 4 Data Services INFORMATI TECHNOLO rae) JDS Uniphase
Slide 6: Entertainment and Data Services
Ny Entertainment Xz Data Services
Slide 7: New Technologies Require More Capacity
New Technologies Require More Capacity r 2003 OO® Wireless Web VOD Cinema 2001 is) Rich email Internet Games 1996 iL) ® Text email Fax t t t t t t = 50k 100k IMB 100MB IGB 100GB Capacity Requirements = . Source: Williams Communications 44 JDS Uniphase
Slide 8: Traffic Continues to Grow
Traffic Continues to Grow Historical and Forecasted Traffic Growth S620 10,000,000,000 } 1,000,000,000-} tuttll ull il | 1985 on on 1 11668 98) vat) fond 8 i) = ED GD (LD ED LD LD 3 aD Hd TB/Month S lu Data Source: FCC, Dell Oro, AT&T Research, RHK, Merrill Lynch Research i) JDS Uniphase
Slide 9: Fiberoptics Enable Bandwidth Expansion
i] Bee & Fiberoptics Enable Bandwidth Expansion___ “a Fiber, Amplifiers, WDM) nm JDS Uniphase
Slide 10: End-to-End Product Portfolio
End-to-End Product Portfolio == Ome i Labbe bis e ae) JDS Uniphase
Slide 11: Transponder Products
Pm 7 Tiransponder Products 10 Gb/s MSA Transponder SR/IRLRTDM & DWDM. 10 Gb/s 4-Channel Tunable Transponder 10 Gb/s Small Form 10 Gb/s Tx/Rx Factor MSA Transponder OC-48 OC-48 MSA Transponders OC-48 MSA Discrete Modules 7 L = | 2.5Gb/s TDM XPDR 2.5Gb/s TDM Tx 2.5Gb/s DWDM Tx 10 Gb/s LR 1/4 Band Tuna
Slide 12: Full Spectrum Amplification
ey Full Spectrum Amplification - Raman wt Raman Pump Sources, Amplifier Semiconductor Optical AED SS a ee 850 1280-1325 1350-1450 1530-1565- = nm et) JDS Uniphase
Slide 13: Raman amplification benefits
® Lower noise amplification @ Increased reach ®@ Responds to system dynamics at JDS Uniphase
Slide 14: Tunable Lasers and Transceivers
Tunable Lasers and | ransceivers = through channel =
Slide 15: Tunable Dispersion Compensation
¢ _ Tunable Dispersion Compensation Tunable Dispersion SOA Preamp Compensator a Tunable Dispersion Compensator EDFA Preamp re JDS Uniphase
Slide 16: Dynamic Gain Equalizer
Dynamic Gain Equalizer =» Provides controlled attenuation across the C or L band to ee eso compensate for power imbalance in optical fiber links =» Attenuation range: >10dB Input re} JDS Uniphase
Slide 17: Polarization Mode Dispersion Compensation
Polarization Mode Dispersion Compensation CTT TT Polarization Controller time PMD Compensatio Diagram WITH PMD Ca ra JDS Uniphase
Slide 18: Why Modules?
Why Modules? =» |mproved performance — Size — Heat — Speed — Intelligence =» Allows for a smaller customer engineering staff — decreased test and qualification — design outsourced to module supplier =» Faster time to market — no component integration at customer level More Cost Effective ae) JDS Uni
Slide 19: Transmission Modules
Transmission Modules Ze Modulator Uy Wavelocker bs Electronics i JDS Uniphase
Slide 20: Integrated Module Platform
Integrated Module Platform = ro
Slide 21: Long/Ultra-Long Haul and Metro Test Beds
Nie , Long/Ultra-Long Haul and Metro Test Beds ‘@. Ring ww ee Ss Tee} JDS Uniphase
Slide 22: Global Realignment Program
Slide 23: Re-engineering JDS Uniphase
Re-engineering JDS Uniphase Closing and Consolidating Operations 4/2001 9/2001 12/2001 7 JDS Uniphase
Slide 24: Re-engineering JDS Uniphase
Py 4 Re-engineering JDS Uniphase 7 6.3 million square feet rm JDS Uniphase
Slide 25: Re-engineering JDS Uniphase
TE: Re-engineering JDS Uniphase in WOU 4-4 million square feet a Tt JDS Uniphase
Slide 26: Re-engineering JDS Uniphase: Reducing Global Workforce
a] _ &£ Re-engineering JDS Uniphase Reducing Global Workforce @ February, 2001—29,000 employees @ June, 2001—20,000 employees ® November, 2001—13,000 employees — 15,000 10,000 5,000 0 February June November 3 mi JDS Uniphase
Slide 27: Global Realignment Program
L - 4 bal Realignment Program Ey 8 ba Annual|Saving wt JDS Uniphase
Slide 28: Expanding Low-Cost Manufacturing
Expanding Low-Cost Manufacturing
Slide 29: Focus on Manufacturing Efficiencies
Focus on Manufacturing Efficiencies Lithium Niobate Wafers Average Yield Improvement 12/1/00 to Present 100% Be 95% cs) 3 ¥ Root cause 2 = bo of failures: 3 incoming wafers > 90% < 85% Phase | Phase 2 Time Period Phase 2 Phase 3 Total Improvement Defects/Million) 172,000 4811 i576 Water Yield Losses
Slide 30: JDS Uniphase and Adept Alliance
JDS Uniphase and Adept Alliance “i sDs Uniphase
Slide 31: Modular Design Approach to Manufacturing
Modular Design Approach to Manufacturing = fier:
Slide 32: Leveraging IT Investments
Leveraging IT Investments Customer Service Supply Chain Management Finance Order Management et} JDS Uniphase
Slide 33: Renewed Focus on Operational Excellence
Renewed Focus on Operational Excellence Business Unit Focus
Slide 34: Sized to Respond
Sized to Respond = Sized to break-even at $350M quarterly sales =» 20% surge capacity with overtime =® Potential to >double capacity with 2nd/3rd shifts Significant Improvement in Operating Leverage wt JDS Uniphase
Slide 35: Cash
Slide 36: End-to-End Product Portfolio
End-to-End Product Portfolio i We Labbe bis e ae) JDS Uniphase
Slide 37: Value Proposition to Customers
Value Proposition to Customers _ i i
Slide 38: Slide 38
Slide 39: Value Proposition to Customers
___ Value Proposition to Customers Proaucy Breadth lee) JDS Uniphase
Slide 40: Slide 40