BBA Voka 2009 03 Testimonial Alcatel


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  • BBA Voka 2009 03 Testimonial Alcatel

    1. 1. Alcatel-Lucent Overview March 2009 Ravi AILAWADHI Vice President : Vertical & Global Accounts
    2. 2. Alcatel-Lucent at a Glance <ul><li>R&D PROFILE </li></ul><ul><li>Budget: €2.4 billion </li></ul><ul><li>Active Patents Held: More than 25,000 </li></ul><ul><li>Patents Awarded in 2007: 3,000 </li></ul><ul><li>Nobel Prizes Won: 6 </li></ul><ul><li>600 experts in more than 100 worldwide standards organizations. </li></ul>Paris Global Headquarters Ben Verwaayen Chief Executive Officer <ul><li>Worldwide Presence: More than 130 countries </li></ul><ul><li>Annual Revenues: €16.98 billion (2008) </li></ul><ul><li>Employees: ~76,000 </li></ul><ul><li>Employee Nationalities: More than 100 </li></ul>
    3. 3. A Closer Look at Our Financials (2008) Asia Pacific Rest of the World Europe North America Carriers Services Enterprise *Reflects prior organizational structure. ~30% ~16% ~19% ~35% ~10% ~20% ~70% Revenue by Business Group * Revenue by Region
    4. 4. The Markets We Serve Service Providers Enterprises Selected Verticals
    5. 5. Carrier Products We are the world leader in providing solutions to fixed, mobile and convergent service providers. Developing end-to-end solutions that enable our customers to profitably deploy differentiating communications services to enrich the way people live, work and play. Offer #1 in broadband access, CDMA, WiMAX, terrestrial and submarine optical networking and triple play networks Market Leadership #2 in IP/MPLS Service Edge Routers in fast-growing markets #3 in mobile infrastructure leadership position in 3G access, IPTV, real-time payment and subscriber data management
    6. 6. Benefits We Bring to Service Providers <ul><li>We partner with customers to define and deploy customized solutions to deliver the world’s most advanced communications services. </li></ul><ul><li>Commitment to delivering high-quality solutions that fit seamlessly and reliably into customer networks. </li></ul><ul><li>Leader in triple-play with more experience than any other telecom player. </li></ul><ul><li>A software group with more than 2,000 software engineers to drive the convergence between the network and Web 2.0 services. </li></ul><ul><li>Our expertise in designing, building and managing increasingly complex networks helps customers deliver converged services across a variety of networks and devices—especially in the OSS and BSS space. </li></ul><ul><li>Our customer-focused global teams are located in every corner of the world. </li></ul>You Are Here
    7. 7. Enterprise Products We are helping dynamic enterprise and government customers worldwide interconnect their networks, people, processes and knowledge to make money and save money. Unified communications and contact centers, IP telephony, IP address and performance management software, data networking and security solutions. Offer #1 in contact center software Market Leadership #2 in contact center agent positions #1 in Western Europe enterprise telephony #1 in IP address management software Gartner’s leadership quadrant for telephony, contact center and unified communications 100 million customer interactions managed every day by more than 3,300 enterprises through contact centers operated by our customers
    8. 8. Vertical Markets PUBLIC SECTOR 3 x E s : E xperts E xperience E xamples ENERGY TRANSPORTATION <ul><li>Vast addressable market </li></ul><ul><li>Good fit between our ‘ offer ’ and their ‘ needs ’ </li></ul><ul><li> reliability not an option </li></ul><ul><li>3. Business diversification for Alcatel-Lucent </li></ul>
    9. 9. Applications Software We develop software that enriches the personal communications experience for end-users. Adding value to existing systems and working on open platforms so that Service Providers and Enterprises can deploy applications for Customer Service, Home Management, Rich Communications, Media and Customer Profiles—ultimately driving value in their businesses through an enriched end-user experience. Offer 90+ Mobile Entertainment Deployments Market Leadership 55+ IPTV & TPSDA Deployments 190+ Subscriber Data Mgmt. Customers 210+ Real-time Payment Customers
    10. 10. Services We are a leading network integrator with more than 24,000 network experts providing professional services that encompass the entire network life cycle: Consult and Design, Integrate and Deploy, Operate and Maintain. 75+ Managed Services Contracts Worldwide Market Leadership #1 in IPTV and Triple-Play Networks #1 in Fixed Network Outsourcing Leader in IP Transformation Projects Leader OSS/BSS Integration Player #2 in Carrier Network Integration, Carrier Multi-vendor Network Maintenance #2 in Combined Fixed and Mobile Network Operations Services Globally Enhancing value by designing, integrating, implementing and running complex projects in a changing environment. Offer
    11. 11. The values of Alcatel-Lucent are commitments we make to ourselves, and to our customers, investors and communities. Customers First Innovation Teamwork Respect Accountability Our Values
    12. 12. Alcatel-Lucent India: About <ul><li>One of the largest Regional Unit in ALU, present since 27 years in India </li></ul><ul><li>More than 25 offices/5000 employees across the country. Strong technical presence with > 4K employees engaged in R&D </li></ul><ul><li>Engaged in full suite of corporate functions in India - R&D, Manufacturing, Sales & Marketing, Customer Support, Services and Operations </li></ul><ul><li>Strong local relationships with Regulator & Government bodies </li></ul><ul><li>Manufacturing with ITI for Switching, 2G, 3G & ADSL (Public Operators) </li></ul><ul><li>Joint Venture with C-DOT for WiMAX </li></ul>
    13. 13. Alcatel-Lucent India: Market Leadership CDMA Undisputed #1 leader in CDMA GSM/3G Multi-million lines in India sub-continent #3 in GSM Market share Transmission #1 market position (~60% MS) Countrywide transmission & backbone Submarine-based connectivity projects Involved in 4 out of 5; ~80% market share WiMAX C-DOT Alcatel joint venture India’s first WiMAX Rev.e trial with Aircel; Ongoing with MTNL, BSNL Fixed line segment +50% market share Enterprise, Industry & Pub Sectors Projects with Railways, Defense & Space, Banks, Hospitality,.. Research & Development Bell Labs in Bangalore, Software development centre in Gurgaon & Chennai
    14. 14. Our Major Customers in India sub-continent
    15. 15. India Statistics - 2008 <ul><li>Population of 1.1 Bn, over 50% less than 25 year old </li></ul><ul><li>Indian Middle Class is 350Mn, more than the US population </li></ul><ul><li>Over 14 Mn. enrolment for higher education every year </li></ul>PEOPLE <ul><li>Fastest growing market – 8 Mn+ subs. added every month </li></ul><ul><li>Subs. Base to grow from 330 Mn. to 500 Mn. by 2010 </li></ul><ul><li>Telecom CapEx $40Bn over the next 5 Yrs </li></ul><ul><li>Revenue of $26 Bn in 2007 to grow to $70Bn by 2012 </li></ul><ul><li>Market Cap $100 Bn + </li></ul>INDUSTRY <ul><li>Consistent GDP growth of over 8-9% , now 6%? </li></ul><ul><li>Sensex peaked from 4,000 points to 20000 in last 5 years </li></ul><ul><li>and now at 9,000 </li></ul><ul><li>$450 Bn infrastructure investment over the next 5 years </li></ul>COUNTRY
    16. 16. Carrier Market Size <ul><li>INDIA Macro economic Situation and Key Facts impacting 2009 Business </li></ul><ul><li>New 2G operators and 3G licenses (likely Aug ’09) will drive GSM growth </li></ul><ul><li>IP Transformations will pick up significantly as all GSM operators embrace IP in core for 3G enablement </li></ul><ul><li>Outsourcing of network mgmt will continue to grow </li></ul><ul><li>Operators will push applications to combat subscriber churn. Working on models where voice could be offered free </li></ul><ul><li>The market is big and growing, financial crisis has slowed projected economic growth from 8-9% to 6-7% </li></ul>2008 Market CAPEX: 5739 M$ 2011 Carrier Market CAPEX: 7457 M$ CAGR: 9.0 %
    17. 17. IPS – TAM (Segment wise) – Y2007 - Y2012 449 Mn 673 Mn 1122 Mn 1350 Mn 1620 Mn * All Figures in Euro; Information based on Historical data and ALU market analysis 353 Mn <ul><ul><li>Tender based procurement in most sectors, long sales cycle </li></ul></ul><ul><ul><li>Fragmented market with 3 dominant equipment vendors </li></ul></ul><ul><ul><li>Majority business through channel partners/ System Integrators (SI) </li></ul></ul>
    18. 18. India Investment 1/2 <ul><ul><li>Why invest in India ? </li></ul></ul><ul><ul><ul><li>Infrastructural transformation </li></ul></ul></ul><ul><ul><ul><ul><li>Large Market size </li></ul></ul></ul></ul><ul><ul><ul><li>Under served middle class </li></ul></ul></ul><ul><ul><ul><ul><li>Growing market and purchasing capacity of consumer </li></ul></ul></ul></ul><ul><ul><ul><li>Challenges : </li></ul></ul></ul><ul><ul><ul><ul><li>Price sensitive market </li></ul></ul></ul></ul><ul><ul><li>Business Obstacles </li></ul></ul><ul><ul><ul><li>Infrastructure still under development : Transport, Energy, Real Estate </li></ul></ul></ul><ul><ul><ul><li>Inadequacy on Patent Protection laws , but improving </li></ul></ul></ul><ul><ul><ul><li>Complex tax structure but improving </li></ul></ul></ul><ul><ul><ul><li>Lack of transparent public dealing </li></ul></ul></ul>
    19. 19. India Investment 2/2 <ul><ul><li>Positive aspects </li></ul></ul><ul><ul><ul><li>Stable political democracy since indepedence </li></ul></ul></ul><ul><ul><ul><li>Strong legal & regulatory system </li></ul></ul></ul><ul><ul><ul><li>Business done in English medium </li></ul></ul></ul><ul><ul><ul><li>Comfortable foreign reserves </li></ul></ul></ul><ul><ul><ul><li>Strong Banking sector with good monetary regulation and policy of RBI </li></ul></ul></ul><ul><ul><ul><li>Low cost and highly skilled young manpower attracting MNC investment </li></ul></ul></ul><ul><ul><li>Cultural differences </li></ul></ul><ul><ul><ul><li>Large distances apart , yet human on both sides </li></ul></ul></ul><ul><ul><ul><ul><li>Only business interest rules </li></ul></ul></ul></ul>
    20. 20. Thank you