Ceragon Networks. The Wireless ... Ceragon and Nera – a combination that
delivers MORE. Nera Networks ... Evolution IP Long Haul. Ethernet or Eth+TDM.
Ceragon Networks The Wireless Backhaul Specialist Company Presentation Tore Thuen TINF2011, Prague. November 2011
Ceragon and Nera – a combination that delivers MORE Ceragon Networks
Nera Networks
• • • •
• • •
Incorporation: 1996 Revenues in 2010: $249 M NASDAQ: CRNT Leadership in Short-Haul products
• •
Incorporation: 1947 Revenues in 2010: $230 M A wholly owned subsidiary of Eltek ASA, traded on the Oslo Stock Exchange under [ELT] Leadership in Long-Haul products Established project management capabilities
Combination creates the Premier Wireless Backhaul Specialist
Proprietary and Confidential
The New Ceragon Better Geographic Mix
Best of Breed Offering
Stronger Global Presence
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Proprietary and Confidential
Ceragon at a Glance Number 1 Specialist Leader in high-capacity wireless backhaul
400,000 Radios Deployed and operational since 2004 in over 130 countries
US$210 Million Revenue in 1H/2011
Field Proven Experience Designing cutting-edge long-haul & short-haul point-topoint microwave solutions
1,200 Employees Experienced staff, hundreds of engineers, in 39 local offices
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Proprietary and Confidential
The Number 1 Wireless backhaul Specialist 30,0%
25,0%
20,0%
15,0%
10,0%
5,0%
0,0%
Total Microwave Shipments 2010 Source: EJL Wireless, April. 2011
*Combined figures of Ceragon and Nera 5
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Balanced Geographic Mix
North America, 11%
Europe 24%
South America, 24%
Africa 14%
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1H/2011
India 9% APAC 18%
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MORE Products & Solutions Short Haul Access
Long Haul Aggregation
High Volume Cost Efficiency & Operational Excellence
Trunk
Turn-Key, Services Experience & Project Management Expertise
Network Management System FibeAir IP-10 E-series & G-series
Evolution IP Long Haul
Ethernet or Eth+TDM
Ethernet or Eth+TDM
Split Mount LH
All-Indoor
All-Outdoor
Split Mount (outdoor branching) Proprietary and Confidential
Much Bigger Total Addressable Market
Global Wireless Backhaul Market Forecast (US$ M)
5 031 669 567
3 795
2010
5 328 701 556
4 071
2011
5 624 733 545
4 346
2012
Short Haul
6 217
5 921
798
766
523
534
4 897
4 622
2013
Long Haul
2014
6 514 830 512
5 172
2015
6 831 864 501
5 467
2016E
Non-carrier business Source: SLR, Trigger Foresight
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Proprietary and Confidential
900 000
Number of Mobile-Only Internet Users 800 000
x 90
788,325
700 000
x 120
x 500
Subscribers (in 000)
600 000 500 000 400 000 300 000 200 000
13,977
100 000
Backhaul Requirements:
-
2010
2011
2012
2013
2014
Higher Capacities to Every Base-Station Strong Networking Capabilities Decouple cost and capacity
Asia Pacific North America Central/East Europe
* Source: Informa Telecoms and Media, Strategy Analytics, Cisco, 2011
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Proprietary and Confidential
South America Western Europe Japan
2015
MORE Innovation Apply Design-to-Cost Across Entire Portfolio
1998
11
2005
Proprietary and Confidential
2009
MORE Applications to Serve
LTE and 4G Mobile Backhaul • • •
Mobile Operators Backhaul Providers Converged Operators
Broadband Backhaul • •
Incumbent and Alternative Carriers Wireless ISP’s
Private Networks • • • •
12
Public Safety & defense Broadcast & Utilities Oil, Gas & Offshore Enterprise Networks
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MORE Services Strong Project Management & Turnkey Capabilities
Plan
13
Deliver
Build
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Operate
Maintain
Why Ceragon Company: • Full range of solutions • Customer foucsed • Local presence (18 years in Czech Republic) Full range of services locally: • Network Design • Installation (Turn Key Project) • SLA 8/5 and 24/7 • Training • Leased Lines Services Complete and innovative product portfolio: • Risk free migration from TDM to Ethernet/Hybrid • Integrated networking functions, TDM and Ethernet • Highest possible capacities • Exceptional system gain and spectral efficiency Proprietary and Confidential
Thank You
