Opening Global Distribution - WaveLogic

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Expanding Our Optical Opportunity
Copyright © Ciena Corporation 2016. All rights reserved. Confidential & Proprietary.
Forward-looking statements and non-GAAP measures
Copyright © Ciena Corporation 2016. All rights reserved. Confidential & Proprietary. 2
Introductory Remarks
Jim Moylan, Chief Financial Officer
Market Landscape
Steve Alexander, Chief Technology Officer
Ciena market leadership
#1 GLOBALLY
• DATA CENTER INTERCONNECT #1 GLOBALLY #1 GLOBALLY
• DATA CENTER INTERCONNECT for ICPs • OPTICAL EQUIPMENT VENDOR LEADERSHIP • DATA CENTER INTERCONNECT
SP SURVEY • SLTE UPGRADE MARKET
#1 N. AMERICA
• PACKET OPTICAL #1 N. AMERICA #1 N. AMERICA
• NEXT-GEN OPTICAL • CARRIER ETHERNET ACCESS DEVICES • TOTAL OPTICAL NETWORKING
• LH WDM • LH WDM • LH WDM
• METRO WDM • METRO WDM • METRO WDM
#2 GLOBALLY #2 GLOBALLY #2 GLOBALLY

• LH WDM • TOTAL OPTICAL NETWORKING • TOTAL OPTICAL NETWORKING
• METRO WDM • METRO WDM • METRO WDM
• GLOBAL PACKET OPTICAL • SUBMARINE
• CARRIER ETHERNET ACCESS DEVICES
Optical Networks Report, 3Q16 Optical Networks Report, 3Q16 Data Center Interconnect Market Share Report, 3Q16
Ethernet Access Devices Tracker, September 2016 Market Share Spreadsheet: Subsea Optoelectronics. 3Q16
Optical Equipment Vendor Leadership Global Service
Provider Survey December 2016
 400G single wavelength
WaveLogic Leadership  35 & 56 Gbaud
 32 QAM
Capacity/Modem
(Gb/s) Improved granularity optimizes system capacity
450
400
350
Higher 300
capacity WaveLogic Ai: 400G 32QAM Single Wavelength
250
200
150
100
50
At longer reach Nominal Reach*
0 (km)
0 500 1000 1500 2000 2500 3000 3500 4000 4500 * terrestrial
WL3 WaveLogic Ai
WL4
2x CAPACITY | 3x DISTANCE | 4-6x DENSITY | < ½ POWER

Elements of a Transport System
Software
Terminal Line System Terminal
Line Card
Modem
Elements of a Modem
(Modulator-Demodulator, AKA Transponder)
Modem
Integrated Coherent
Receiver
WaveLogic
Laser
DSP
Driver &
Modulator
Modem Controller
Electronics / Electro-Optics
Design Choices Modules (or Stick-Built)
Modem
Integrated Coherent
Receiver Max Performance, Lowest Cost / Bit
WaveLogic
Laser
DSP
Driver &
Modulator
Pluggables
Controller CFP-DCO
Electronics / Electro-Optics
400ZR
Minimum Power, Interchangeable

Optimized for Applications Modules for systems used in Metro,
Regional, Long Haul, DCI
 Permanently Integrated into a

circuit pack of a larger system
Modem  Typically:
 Multi-reach
Integrated Coherent  Multi-rate
Receiver
 Tunable
WaveLogic
Laser
DSP
Driver &
Modulator
Pluggables for Metro DCI
 Plugged into a port of a Switch,

Controller Router, White-Box, Mux, Demux
Electronics / Electro-Optics  Typically:
 Single-rate
 Short reach (<100km)
 Interchangeable
Ciena’s Opportunity
James Frodsham, Chief Strategy Officer
Ciena Optical Systems Business Model
• Telcos
• MSOs
• Webscale
• Enterprises
• Governments
WaveLogic coherent modem technology integrated into Ciena optical systems (6500, Waveserver, 8700, 5400)
Systems sold directly to network operator customers
Additional Distribution Channel for WaveLogic
New Markets and Geographies
5x7 Module Telco, Webscale,

Systems Vendors MSO, Gov,
Enterprise
Operators with
disaggregated
Multi-rate
consumption
Multi-reach
models
(ex. Voyager)
WaveLogic available to component vendors for 5x7 coherent modules
Modules sold to systems vendors or directly to customers with disaggregated consumption models
An Ecosystem for 400G Pluggable Market
• Address need for increasingly larger volume of

400G Pluggable modems will be required for DCI applications
• Establish open group to standardize development
of 400G pluggables
Max-rate
Low power • Make pluggables available to larger ecosystem
<100km reach • Rapidly accelerate innovation and enhance choice
for customers
Estimated Product Availability
Partner Opto-electronics
+ Optimized for
5 x 7 Module
Performance
WLAi
100G-400G Miniature
Opto-electronics 400G Pluggable
+
Optimized for
Pluggables
NEAR TERM LONGER TERM

Expanding Ciena Addressable Market
Legend
Captive – Modems sold as part of integrated systems
Merchant – Modems sold independently of systems vendors or network operators
Ciena
13%
Merchant
32%
2016 Addressable Market*:

235,000 total modems
Other
Captive
55%
*Source: Dell’Oro 4Q16 Market Share
(includes 100G and 200G DSP)
Summary
• Continued diversification
• Differentiation by offering modems in integrated systems AND for merchant market
• Expand addressable markets in new geographies and market segments
• Broader role in the larger global communications ecosystem
• Grow their business with a broader portfolio offering

for our Partners • Access to trusted, best-in-breed technology and technical support
• Can differentiate via unique electro-optic, packaging, MFG processes
• Greater choice and control in technology consumption to meet business objective

for end Customers • Accelerate innovation via multi-vendor interop
• Increased competition in open environment
• Greater choice for buyers of network technology

for the Industry • Accelerated network deployments

Opening Global Distribution - WaveLogic

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Expanding Our Optical Opportunity

Jim Moylan, Chief Financial Officer

Steve Alexander, Chief Technology Officer

#2 GLOBALLY #2 GLOBALLY #2 GLOBALLY

2x CAPACITY | 3x DISTANCE | 4-6x DENSITY | < ½ POWER

Terminal Line System Terminal

Minimum Power, Interchangeable

 Permanently Integrated into a

 Plugged into a port of a Switch,

James Frodsham, Chief Strategy Officer

Systems sold directly to network operator customers

5x7 Module Telco, Webscale,

WaveLogic available to component vendors for 5x7 coherent modules

• Address need for increasingly larger volume of

NEAR TERM LONGER TERM

2016 Addressable Market*:

• Grow their business with a broader portfolio offering

• Greater choice and control in technology consumption to meet business objective

• Greater choice for buyers of network technology

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