A Snapshot of Infinera, Infonetics' #1 Ranked Optical Networking Company

1 | © 2014 Infinera Confidential & Proprietary

Infinera Business Update March 31, 2014


Industry Leader – Intelligent Transport Networks

Infinera At-A-Glance

• Silicon Valley Company delivering optical platforms for global service providers since 2004

• Optical transport: $4B LH market in 2013 growing to $13B LH + Metro by 2017

• 131 customers in 71 countries

• World’s #1 leading provider of long-haul 100G wavelengths ex-China

• 42 DTN-X Customers Globally as of Q4 ’13

http://www.cox.com/


Annual Revenue Growth

*2013 over 2012 Average Dell ‘Oro, Infonetics, Ovum, ACG **$614 based on Wall Street analysts consensus estimates

$544M = 24% YoY Growth vs. 12% LH DWDM industry growth*

Profitable & Strong Balance Sheet

**


9,333

5,556

6,308

4,604

1,703

0

800

1,600

2,400

3,200

4,000

4,800

5,600

6,400

7,200

8,000

8,800

9,600

10,400

Long Haul 100G DWDM Leader D

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Source: Dell’Oro Group 4Q’13, Dell ‘Oro estimates HUA & ZTE 50% 100G from China

Infinera has delivered 31% of all 100G LH ports ever sold

outside of China

Q3 2012 Market Entry Q1 2010 Q1 2011 Q3 2011 Q3 2012


Infonetics Ranks Infinera #1 Globally

Optical Network Hardware Vendor Scorecard March 24, 2014

“Infinera is #1 this year as a result of very high ratings among customers for technology innovation, reliability, and service and support.”

Andrew Schmitt, Principal Analyst, Optical, Infonetics


Worldwide Deployment Continues to Ramp

Worldwide Footprint and Km of LIT Fiber

Worldwide Deployed Capacity

• Successful customer adoption with over 26,235 chassis deployed

• Infinera deployments have lit up over 1,449,570 km of optical fiber across 71 countries

• 4.3 Petabit/s of deployed capacity demonstrates maturity and success of Infinera DTN/DTN-X platforms

Customers Deployed over 1 PB/s of 500G super-channel capacity on DTN-X, Infinera still the only supplier with super-channels in production.


Infinera Locations & Employees are Growing 1,352 employees globally, ~40% in Engineering

Sunnyvale, CA (HQ) ~650 employees

Indium Phosphide

Photonic IC Fab

System Engineering &

Test (HW & SW)

Systems Manufacturing

& Strategic Materials

Allentown, PA ~100

Modules

Bangalore, India ~350

Hardware, Software

Development & Test

Customer Service &

Support, Exec. Staff,

Marketing, HR, Finance,

Legal and IT

Additional Locations: • Ottawa, Canada (R&D)

• Annapolis Junction, MD

• London, UK

• Singapore & Hong Kong

• Addt’l Global Sales Offices,

more opening every year


PIC Technology

Leader in Intelligent Transport Networks

Step function in network TCO

Multi-year innovation lead • Photonic IC Leader

• Only vendor shipping 500G super-channels

• Integrated OTN switching w/o compromise

• Multi-layer automation, strong SDN architecture

• 450+ patents granted/filed

The Infinera Experience • Industry leading customer satisfaction

• Unparalleled reliability

• Best-in-class global service and support

Continued market growth and momentum

Why Infinera?

Scale Automate Converge

what THE NETWORK will be

DTN-X

#1


Thank You www.infinera.com

http://www.infinera.com/