Competitive Market Research: 5 telepresence products

Competitive Market Research: 5 Telepresence Products Andrew Manuel May 16, 2010

Agenda
What is Telepresence?
Companies and Products
Cisco
LifeSize
Polycom
RADVISION
Vidyo
Competitive Research
Company Performance
Funding and Spending
Management
Products
Positioning
Partners
Market Share

What is Telepresence?
“ Telepresence is the science and art of creating visual collaboration environments, networks, and strategies that duplicate in-person meeting experiences as completely as possible in both internal and external business communications”.
(from http://www.telepresenceoptions.com/solutions/)

Companies and Products

Cisco
Founded 1984, (NASDAQ: CSCO)
Introduced TelePresence products in October 2006, acquired TANDBERG April 2010
Cisco and TANDBERG Telepresence Portfolio
Endpoints (Immersive, Multipurpose, Personal, Solutions Platforms)
Infrastructure (Call Session Control, Media Switching, Media Services, Management)
Cloud Services
Interoperability (Media Experience Engine, Telepresence Interoperability Protocol)

LifeSize
Founded January 2003
Division of Logitech, December 2009, (NASDAQ: LOGI)
Product Portfolio
Video (Personal Office and Teleworker, Small Medium Business, Enterprise)
Infrastructure (Video Center, Multipoint, Gateway, Networker, Gatekeeper, Transit)
Video Management (LifeSize Control)
Accessories (Cameras, Microphones)

Polycom
Founded 1990 (NASDAQ: PLCM)
Introduced Telepresence products in May 2006
Telepresence Product Portfolio
Endpoints (Immersive, Room, Personal)
Management Applications
Conferencing Infrastructure
Recording and Streaming
Security and Remote Access
Accessories

RADVISION
Founded 1992 (NASDAQ: RVSN)
In 1993 developed transfer of real-time video over IP networks
Telepresence Product Portfolio
Endpoints (Room, Desktop, Unified Communications)
Infrastructure (MCUs, Firewall Traversal, Gateways, Media Server)
Management Applications (Voice and Video, Gatekeeper, Mobile)
Developer Products (Client Frameworks, Testing and Analysis Tools, Video Quality Monitor)

Vidyo
Founded 2005, has raised total $63M funding
Product Portfolio
Endpoints (Room, Desktop)
Infrastructure (Router, Gateway, Proxy, Voice)
Management Application

Competitive Research

Company Performance Cisco was 41% of 2009 sales. Cisco has acquired TANDBERG. Video Solutions 69% of revenue Expects 40-60% growth in CY2010 Acquired TANDBERG $800M ’08 Sales Trends Privately held -4% from 2008 -7% from 2008 to 2009 45% first 8 months of 2008 100% for Telepresence Dec ‘09 Annual Growth Privately held $81M in 2009 $523M for Video Solutions in FY2009 $90M in 2009 $200M / yr for Telepresence products and services Dec ‘09 Sales Vidyo RADVISION Polycom LifeSize Cisco

Funding and Spending Using April 2010 $25M funding to expand global sales and marketing Acquired Aethra HD technology assets, $10M – Introduced as new product on April 2010 Investing in unified collaboration market Expanding APAC sales and services April 2010 completed $3.3B TANDBERG acquisition Spending Trends Four Rivers Group, Menlo Ventures, Rho Ventures, Sevin Rosen Funds and Star Ventures $63M $9M non-GAAP net income in 2009, $126M cash and equivalents $102M non-GAAP net income in 2009, $331M cash and equivalents Acquired by Logitech. $65M Logitech FY2010 net income, $312M cash and equivalents $26.99B net cash at end of Q3 FY2010 Funding Source Vidyo RADVISION Polycom LifeSize Cisco

Management Ilan Givon , since 2006 Robert Steele , since 2001 Alan Hagedorn from Polycom Operations Roi Sasson , SVP Avishai Sharlin , GM Technology BU Joseph Sigrist , GM Video Solutions Joe Bulger , 20 years in Development Philip Graham , VP Engineering, Since 2006 Engineering Rob Hughes SVP, formerly at LifeSize and RADVISION Eitan Livne , GM APAC Itai Margalit , GM EMEA Colin Buechler also from Dell Corp Strategy Sales Marty Hollander SVP, founded CollectiveSpace and Intellicorp Heidi Melin , CMO since 2007 Colin Buechler from Dell Americas BU Randy Harell , Dir Product Mkt, TelePresence BU, since 2006 Marketing Dr. Alex Eleftheriadis , Chief Scientist, co-founder Roberto Giamagli , GM Networking BU Jeff Rodman , CTO / Co-founder Casey King , 20 years in video technology products Philip Graham , CTO TP Business Unit (BU) Hakon Dahle CTO TANDBERG Technology Ofer Shapiro , co-founder, was at RADVISION Boaz Raviv , since 2005 Andrew Miller , former Tandberg CEO Craig Malloy cofounded LifeSize in 2003 Fredrik Halvorsen , VP TelePresence (TP) Technology Group President/CEO Vidyo RADVISION Polycom LifeSize Cisco

Products
Developer and SDK
Developer Solutions
Certified Video Network Operations Centers
Global Deployment
Intercompany Services
Directory
Public Suites
Services
Proxy
Voice
Unified Communications
Firewall Traversal
Bridges
Security and Remote Access
Gateway
Transit
Media Experience Engine
TelePresence Interoperability Protocol
Interoperability VidyoPortal
Voice and Video
Gatekeeper
Mobile
Converged Management App
Distributed Media App
LifeSize Control
TelePresence Manager
TANDBERG Management Suite
Management
Router
Gateway
MCUs
Gateways
Media Server
Conferencing platforms
Recording and Streaming
Video Center
Multipoint
Networker
Gatekeeper
Call Session Control
Media Switching
Media Services
Infrastructure
Room
Desktop
Room
Desktop
Immersive
Room
Personal
Enterprise
Small Medium Business
Personal
Immersive
Multipurpose
Personal
Vertical solutions
Endpoints Vidyo RADVISION Polycom LifeSize Cisco

Positioning Designed to take advantage of an organization's existing IP infrastructure — with no dedicated networks required Enable customers and partners to deploy unified communication networks and services We take a multi-vendor UC approach with interoperable video, telepresence, voice, and content-sharing offerings. Best Embedded Multipoint Bridging to ensure visual motion and clarity while adding participants in real time Seamless Interoperability : Bring all your videoconferencing users into Cisco TelePresence meetings with ease. Patented technologies leverage the new H.264 Scalable Video Coding (SVC) standard to produce the best error resilient and lowest latency products Offers the broadest and most complete set of standards-based video networking infrastructure and developer toolkits Only Polycom has the Polycom Open Collaboration Network to give you the flexibility to choose from multiple mission-critical UC platforms and best-of-breed solutions. Only architecture with Adaptive Motion Control for real time protection of visual motion and clarity TANDBERG is now part of Cisco powering the new way of working, where everyone, everywhere can be more productive through face-to-face collaboration. Enabling multi-party HD-quality video conferences over regular IP networks using commodity desktop systems Leading provider of products and technologies for unified visual communications over IP and 3G networks World leader in Unified Communications from desktop to immersive telepresence. Best Performance Architecture at any bandwidth Extend and improve collaboration with customers, partners, and prospects. Vidyo RADVISION Polycom LifeSize Cisco

Partners
CoroWare Inc
TLK Distributions GmbH
ADCOM
Delta Communications
Target Distributing
Certified Partner List
TKO Video Communications
Tech Data
GBH Communications
TT Group
Phoenix Systems
GTRI
ProSys
Gulf Business Machines
TANDBERG Partners
Resellers
Tempura Communications
Intesys Networking s.r.l
Connexus
Videra
Glowpoint
Intercall
Allstream
Global Conferencing Solutions
Avaya
AVI-SPL Inc
BT Conferencing
Glowpoint
Informata
BT Group
Glowpoint Inc
AT&T
TELUS
BT
Orange
Verizon Business
Service Providers
Hitachi Communications
Teliris
Shortel
Extensive developer solutions: http://www.radvision.com/Developer-Solutions /
Avaya
HP
IBM
Juniper
Microsoft
Siemens
Alcatel-Lucent
Avaya
TANDBERG Alliances
Technology Integrators Vidyo RADVISION Polycom LifeSize Cisco

Polycom 35% Cisco 1% Other 33% TANDBERG 31% Market Share Group VC Worldwide Unit Shipments H1/2009 From Wainhouse Research, non-exclusive, public distribution of subscription-only research note sponsored by Polycom

Sources
Wikipedia
Cisco, LifeSize, Polycom, RADVISION, Vidyo, and Logitech web sites
NetworkWorld
Sramanamitra.com
Wikinvest.com
Bloomberg Businessweek
LinkedIn

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Competitive Market Research: 5 telepresence products

by Andrew Manuel on May 16, 2010

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