2. Who is LightSquared?
The first wholesale-only 4G-LTE wireless
network operator integrated with satellite
coverage, delivering the speed, value, and
reliability of universal connectivity, anywhere
in the United States.
“The wholesale model promises some big
benefits. For consumers, it means you would
no longer have to covet a device that exists
on a network that you don't want to switch to.
For retailers, it's a way to have a recurring
relationship with consumers and make a few
extra bucks by selling an additional service.”
February, 2011
IDATE: November 17, 2011
3. Uniquely Positioned
Market Opportunities
Demand is booming and
59 MHz of spectrum
supply is constrained
Wholesale market Wholesale only
underdeveloped No conflict of interest
Price umbrella Commodity pricing
VoIP disruption Open network
Duopoly risk perceived by 3rd competitive LTE
many players network
IDATE: November 17, 2011
4. 4G LTE U.S. Market Landscape
4G-LTE
Network
Service
Wireless
Providers w/o
Providers
Wireless
Retail National
Consumer
Electronic
Service Retailers
Manufacturers
Providers
PC and Device Web Players
Manufacturers and Others
IDATE: November 17, 2011
5. Revolutionary Wholesale-Only Cost Structure
Low acquisition cost Spectrum
Sprint Agreement RAN Network/Back-End
Infrastructure
Flat IP architecture Network Services
Customer Management
LightSquared’s
wholesale customers Device Management
bring assets and
competencies in Service
many of these areas Providers
of retail service Marketing
delivery
Distribution
IDATE: November 17, 2011
6. Open Ecosystem for Devices and Applications
Smartphones
Chipsets Data Devices Applications
&Tablets
IDATE: November 17, 2011
There is a clear demand for more competition in the U.S. wireless market. LightSquared is currently working with partners from a variety of industries, across the country, including rural wireless carriers such as Open Range, Cellular South, and SI Wireless to bring more choice and affordable broadband to areas that don’t have options today.
Now I’d be happy to take questions from the audience.