Viavi Solutions Inc. · NASDAQ:VIAV
Viavi Solutions — JDS Uniphase — Investor Presentation (May 2003)
44 slides from Viavi Solutions's investor presentation, May 8, 2003
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: Core Optics Technology
Slide 4: Fiberoptic Communications
Slide 5: Fiberoptic Communications: Adding value throughout the industry
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 +
Slide 6: Thin Film Products
Slide 7: 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
Slide 8: Communication Markets: Network Traffic Continues to Grow Rapidly
Slide 9: 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 10: 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 11: 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 12: Emerging Bandwidth-Intensive Applications
Emerging Bandwidth-Intensive Applications ot ‘ Online video conferencing i 4 =) JDS Uniphase
Slide 13: 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 14: Emerging Bandwidth-Intensive Applications
Emetging Bandwidth-Intensive Applications Engineering collaboration Srewil field exploration) Temol 4 r JDS Uniphase
Slide 15: 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 16: 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 17: 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 18: Emerging Bandwidth-Intensive Applications
Emerging Bandwidth-Intensive Applications _ Worldwide Traffic Volume (petabits/day) 2005 r) JDS Uniphase Source:IDC March 2003,
Slide 19: Fiberoptic Network Status
Slide 20: Near-Term Needs at the Network Edge
Near-fierm Needs at the Network Edge Enterprise Jf, = ips Uniphase
Slide 21: 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 22: 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 23: 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 24: Modules for the Network Edge
j oma Modules for the Network Edge ‘Sy v7 FT Local end users J
Slide 25: Modules for the Network Edge
Rk ia Modules for the Net rkEdge | ‘ (SAN) costes, pom SAN DWDM gateway system Fibre channel hubs
Slide 26: 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 27: 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.
Slide 28: End-to-End Product Portfolio
Slide 29: Building on our optics technology to address other growth markets
Building on our optics technology to address other growth markets ) =) SDS Uniphase
Slide 30: Microdisplay-based rear-projection television
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 31: 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 32: Decorative Markets
lal Markets BRR erence in for consumer products— coatings, plasti a
Slide 33: Other optical 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
Slide 34: Preparing for the Future
Slide 35: ©) an
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Slide 36: 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 37: Global Realignment Program
f° al|Realignment Program i i , a ma Ja . S Incurred thru 3Q03 qj To Come Total (Gillisss)
Slide 38: ISO 9001 certified
® |SO 9001 certified ® Oracle ERP platform
Slide 39: 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 40: 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 41: Cash
Cash Jun-02 Sep-02 Dec-02 Mar-03 r% JDS Uniphase
Slide 42: 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 43: Acquisition Strategy
Acquisition Strategy 4 ® Supplement R&D programs ® Add products and technologies to complement portfolio % Seek attractively priced opportunities yr" Sys Uniphase =
Slide 44: Toward a Bright Future
IB | Toward a Bright Future | py Fh Driving foward Profitability 7 a =! JDS Uniphase