Slide 1: JDS Uniphase
| JDS Uniphase 4 a :
Slide 2: Forward-looking statements
yo A See statements in this presentation constit ite ements within the meaning of Section 27A of the 1934, - "Forward: looking” statements are all statements made by us, othe those dealing specifically with historical matters and an stater 7 > make about the conduct of our business or finances up 4
Slide 3: Non-GAAP financial measures
Es presentation includes non-GAAP financial measut se non-GAAP financial measures pope erin the Co is provided in the “Business Outlook” paragraph of the news release. The news release is located in the Investor Relations section of our web site at 7 www.jdsu.com. = — i
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Slide 6: Fiberoptic Communications
Fiberoptic Communications Adding value throughout the industry 8 w Sub-Systems Service Providers Instrumentation System Providers Modules Component/ Module OEMs Components Component SubeCamipane ir: Manufacturers Foundry Services to-End_ editt Portf nd:to-End product mek. Transmission + Mux/Demux +
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Slide 8: Thin Film Products
Thin Film Products Applying optical technology to serve a diverse set of growing markets Biomedical/ EAVIPDRITenT al ‘Aerospace/ Security/ Instrumentation Defense Display Authentication Decorative ) =) IDS Uniphase
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Slide 10: Internet Connection for United States
P i i pg Connection for United States d 7 Only 30% of US subscribers use broadband... Legg Mason, March 2003
Slide 11: Internet Connection for United States
Jnternet Connection for United States Only 30% of US subscribers use broadband... ... yet they generate 93% of traffic. Broadband ~ 7 Legg Mason, March 2003 JDS Uniphase
Slide 12: Broadband Subscribers
Pp. hall Subscribers ‘ 40% increase expected in 2003 30 N u N o o Subscribers (in millions) | 6.1 = 2000 2001 2002 Source: Legg Mason 3/13/2003
Slide 13: Emerging Bandwidth-Intensive Applications
Emerging Bandwidth-Intensive Applications ot ‘ Online video conferencing i 4 =) JDS Uniphase
Slide 14: Emerging Bandwidth-Intensive Applications
Emerging Bandwidth-Intensive Applications ical imaging for feimote diagnosis Ts tet AP Qu wep ’4h \ By p fh \ if 4 Q) JDS Uniphase
Slide 15: Emerging Bandwidth-Intensive Applications
Emetging Bandwidth-Intensive Applications Engineering collaboration Srewil field exploration) Temol 4 r JDS Uniphase
Slide 16: Emerging Bandwidth-Intensive Applications
Emerging Bandwidth-Intensive Applications Onlihe videB'conferenciig ap refote ie ideo ondemand Engiflering PeneGofation (rem oWOlfidld exp loratron) Nah ere y =) 5Ds Uniphase
Slide 17: Emerging Bandwidth-Intensive Applications
Emerging Bandwidth-Intensive Applications Online vided'conferencing Mina] Medicalimfaging for remote diagtésis_ oh WiVided\on demand ° My Engineering collaboration (reth Of@OM field éxp oratory Nah ere y =) 5Ds Uniphase
Slide 18: Emerging Bandwidth-Intensive Applications
Emerging Bandwidth-Intensive Applications | Total Worldwide Data Transfers _| for Online Gaming | In-Stat/MDR March 2003 (PETABITS/DAY) 2002 «-2003«=2004«= 2005 2006-2007 Medical itfaging for reMiote diagnosis ~ ag ; Wiivideo\on demand ° E x efing collaboration (fem ofS ll field éxploratrony Sats y
Slide 19: Emerging Bandwidth-Intensive Applications
Emerging Bandwidth-Intensive Applications _ Worldwide Traffic Volume (petabits/day) 2005 r) JDS Uniphase Source:IDC March 2003,
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Slide 21: Near-term Needs at the Network Edge
Near-fierm Needs at the Network Edge Enterprise Jf, = ips Uniphase
Slide 22: Customer Needs at the Network Edge
Customer Needs at the Network Edge ‘6 Iansmission components and modules ® Increasing integration of components, electronics, and software control a “om =) ps Uniphase — -
Slide 23: Sub-System Solutions for Service Providers
ay Sub-System Solutions for Service Providers j Tea ccess solutions for Wavelength Service Extends Reach for SONET, and Ethernet Services Recent introduction of CWDM Solution LightAmp/Brightamp Single and Multi-Channel EDFA Amplifier ENTERPRISE) WaveShifter 200 Media Conversion . — rR) JDS Uniphase
Slide 24: Modules for the Network Edge
P Mg Rk ia Modules for the Network Edge = ST ee esilient Aggregation Aggregation R Packet Ring Node Ly (man) 2.5 Gbis & Transponder -_ 10 Gigabit Ethernet
Slide 25: Modules for the Network Edge
j oma Modules for the Network Edge ‘Sy v7 FT Local end users J
Slide 26: Modules for the Network Edge
Rk ia Modules for the Net rkEdge | ‘ (SAN) costes, pom SAN DWDM gateway system Fibre channel hubs
Slide 27: Technology Convergence
Technology Convergence Telecom Offers Datacom Offers Higher data rates orm factor pluggable r cost, higher volumes 1550 nm wavelength b Sy Hot Swappability Multi-Rate SFP Transceiver Longer reach SONET compliance y ) =) JDS Uniphase
Slide 28: Developing Products to Meet Market Needs
f Pe ping Products to Meet Market Needs iy Tx Component and Module Products Me ~900 75 Components Components. | A , 9 60 ei ¢ a La siecle A 3 x ‘Components JK | ) Z ° a ; ‘a a 4 : a a. 3 4 2 £ s 2 FYQ4 2001 FYQ4 200. FYQ4 2003 Network Edge Transmission Products “S) JDS Uniphas.
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Slide 30: Building on our optics technology to address other growth markets
Building on our optics technology to address other growth markets ) =) SDS Uniphase
Slide 31: Microdisplay-based rear-projection
Microdisplay-based rear-projection ) to increase from S898M\iin 2002 to $4.88 in 2007, television sales expected 4 elevision Systems Market Trackers QT 2003} Television Systems Market Tr Qi) 200;
Slide 32: Security and Authentication Markets
f ry. * Me ® Security and Authentication Markets ‘ P| Our Optically Variable Pigments® protect bank Pharmaceuticals notes representing over 50% of the value of intend ppiesy the world’s currency Beis Luxury Items “Trademark counterfeiting robs the U.S. of $200 : billion annually.” - International An
Slide 33: Industrial Markets
lal Markets BRR erence in for consumer products— coatings, plasti a
Slide 34: Laser applications
Genetic analysis ¥ CtP pre-press Fluorescence Graphic arts andiimaging Semiconductor processin Remote sensing 1 Materials process ici ‘omac ining ! - Precision cutting= and bending ermal plate setting Photoablation
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Slide 36: ©) an
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Slide 37: Global Realignment Program
Global Realignment Program - Reducing Global Workforce Feb 2001 Jun 2001 Jan 2002 Jul 2002 Oct 2002 Jan 2003 Apr 2003 yr JDS Uniphase
Slide 38: Global Realignment Program
f° al|Realignment Program i i , a ma Ja . S Incurred thru 3Q03 qj To Come Total (Gillisss)
Slide 39: ISO 9001 certified
® |SO 9001 certified ® Oracle ERP platform
Slide 40: Restructuring for Operational Excellence
Restructuring for Operational Excellence Focus on market development and customer relationships Business Unit Focus Gentralize to achieve synergies and|economies ofscale Eaebpw f oa Af Global Common Processes y ) =) JDS Uniphase
Slide 41: Quarterly Revenue
Quartérly Revenue é ri WY. 350 300 250 200 150 100 50 Dec-01 Mar-02 Jun-02 Sep-02 Dec-02 Mar-03 Jun-03E [iE Communications | Thin Film Products Group
Slide 42: Cash
Cash Jun-02 Sep-02 Dec-02 Mar-03 r% JDS Uniphase
Slide 43: Reach non-GAAP EBITDA break-even
{ 6 Reach non-GAAP EBITDA break-even for qu sales of $200M by December 2003* ' ® Move toward profitability in current envirofina * Not intended to be a revenue projection
Slide 44: 35% agl *F deg = — ee
35% agl *F deg = — ee 30% = ae 25% Eo f | 4- s oe 20% < = f = = leg Py 15% b a a wg wife 10% — - : 5% 3 0% Sep-01 Dec-01 Mar-02 Jun-02 Sep-02 Dec-02 Mar-03 yr JDS Uniphase
Slide 45: Acquisition Strategy
Acquisition Strategy 4 ® Supplement R&D programs ® Add products and technologies to complement portfolio % Seek attractively priced opportunities yr" Sys Uniphase =
Slide 46: Toward a Bright Future
IB | Toward a Bright Future | py Fh Driving foward Profitability 7 a =! JDS Uniphase