Ribbon Communications Inc. · NASDAQ:RBBN
Ribbon Communications — Merger or Acquisition (November 2019)
18 slides from Ribbon Communications's merger presentation, Nov 20, 2019
Slide 1: Ribbon and ECI Telecom Group Technology Motivation & Anticipated Synergies
Ribbon and ECI Telecom Group Technology Motivation & Anticipated Synergies
Slide 2: Forward Looking Statements and Important Additional Information
2 Forward Looking Statements Important Additional Information Will be Filed with the SEC Ribbon Communications Inc. (“Ribbon”) will file with the United States Securities and Exchange Commission (the “SEC”) a proxy st atement of Ribbon relating to a special meeting of Ribbon’s stockholders (the “pro
Slide 3: Digital Transformation is Under Way for Our Customers
3 Digital Transformation is Under Way for Our Customers Edge Cloud 5G IoT Enhanced Experiences Software - Defined Service Providers Enterprises Analytics, AI, ML
Slide 4: Ribbon Technology Strategy Pillars
4 Ribbon Technology Strategy Pillars Expand Focus From Core to Edge Pivot from Voice Only to Voice + Data Move Up the Value Chain with Analytics/ML/AI Lead Migration to Software Based Cloud Infrastructure
Slide 5: Key Activities in Support of the Technology Strategy
5 Key Activities in Support of the Technology Strategy • Largest VoLTE deployment in the industry • 200+ customers spanning public and private cloud • 20+ Customers • Industry leading Voice Analytics • 800K+ Edge devices • Enterprise Data Transport and SDN • 100B+ records per day processed in Tier -
Slide 6: Takeaways after Ribbon's Two-Year Journey
6 Takeaways after Ribbon’s Two - Year Journey • Ribbon is on a journey towards the data edge, focusing on infrastructure and analytics to deliver best in class scale, performance, automation, security, service assurance and data insights • Initial market traction in Analytics, Security, and Data tra
Slide 7: Why Packet Optical is the Right Move for Ribbon
7 Why Packet Optical is the Right Move for Ribbon • We have realized the benefits of a broader data plane offering with our Edgewater acquisition • The ECI packet optical portfolio extends Ribbon’s data reach to the carrier edge and core • The proposed acquisition aligns with our strategy to expand
Slide 8: Ribbon's M&A Path Towards Higher Growth Markets
Ribbon’s M&A Path Towards Higher Growth Markets Edge & SD - WAN Analytics, ML, AI Voice Core Infrastructure Packet Optical Acquisition Acquisition 5G SDN Proposed Acquisition Service Provider Core 1,5,9,10 2% Market CAGR $2B TAM Optical, Packet, SDN, NFV Core 12 - 15 15% Market CAGR $36B TAM Enterpr
Slide 9: How Does ECI Win?
9 How Does ECI Win? • ECI’s Apollo Optical and Neptune Packet platforms are strategic growth assets – Delivered 44% CAGR over 2013 - 2018 1 – Legacy products are 10% of ECI’s total revenue as of fiscal 2018 2 • Recent ECI wins against market leaders, lower - cost competitors and in difficult markets
Slide 10: Our Common Journey
10 Our Common Journey • On parallel journeys that intersect with strong synergies • Have a long history of delivering best in class performance and flexibility in pure HW and now moving to hybrid and SW architectures • Focused on flexibility, automation and simplified deployment models as services r
Slide 11: Anticipated Product Synergies that Accelerate the ECI Journey
11 Ribbon is a leader in virtualization, orchestration, automation, openness and programmability Ribbon’s intellectual property and expertise align strongly to accelerate ECI’s products towards software and openness Ribbon’s Analytics deliver deep insights for service assurance, security and data mo
Slide 12: Expected Product Synergies that Align with Industry Drivers
12 ECI’s 5G packet optical transport assets married with Ribbon’s mobile Analytics will enable best in class scale, ease of operationalization and monetization Edge IoT SDN Security Redefine the security perimeter pushing VoIP security, policy and enforcement to the transport edge ECI and Ribbon man
Slide 13: Anticipated Technology Synergy Phasing After Closing
13 Anticipated Technology Synergy Phasing After Closing Integrate teams and realize financial synergies Train and enable cross - sell Bundle analytics to enable more complete offers Build 5G mindshare and win with early adopters Accelerate SDN capabilities Tight integration with analytics and securi
Slide 14: Key Takeaways: Ribbon's Strategy
14 Ribbon’s strategy is to: • Monetize its investments in the service provider VoIP core • Move up the value chain with analytics and security • Pivot into IP data transport and services to more broadly monetize its strategic assets This strategy is expected to allow Ribbon to further participate in
Slide 15: Mission Statement
15 Ribbon is a company focused on leading Enterprises and Communication Service Providers to optimize and monetize their digital transformation journey. We do this by delivering best in class transport, security and analytic intelligence in Hardware, Software and Cloud - Based platforms serving voic
Slide 16: Thank You
Thank You & riddon
Slide 17: TAM and Market Share References
17 TAM and Market Share References 1. TAM & Market Share IHS Markit, Service Provider VoIP and IMS Equipment and Subscribers, (Quarterly) [TAM] (SS, SP - SBC, MGW, VAS) August 23 , 2018, Edition: Q2 - 20 18 (for the quarter ended 3 0 June 201 8 ) [Market Share] (SP - SBC, MGW, VAS) May 22, 2019, Edi
Slide 18: TAM and Market Share References (continued)
18 TAM and Market Share References (continued) 12. TAM (SDN) IHS Markit (Informa Tech) , SDN Hardware, Software and Services , (Biannually), January 28, 2019 , Edition: H2 - 20 18 (for half - year ending 3 0 June 201 8 ) 13. TAM (NFV) IHS Markit (Informa Tech), NFV Hardware, Software, and Services,
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