Michael Howard Co-founder and Principal Analyst, Carrier Networks Infonetics Research +1 408.583.3351 michael@infonetics.com

SDN and NFV Drivers: Service Agility, Flexibility, Automation

© Infonetics Research: SDN and NFV Strategies: Global Service Provider Survey, July, 2013. (53% of world telecom capex)

SDN NFV

Create new network services

quickly

Optimize network configurations

in real-time

Simplify network provisioning

Create new virtual networks quickly

Create virtual networks across

multi-vendor gear

Use lower-cost routers and switches

Scale services up or down quickly

Reduce capex through standard servers

Introduce new services quickly

Optimize network in real time

Multi-tenants on the same hardware

Reduce energy consumption through standard servers

100% 100% 0%

Peter Levine General Partner Andreessen Horowitz

Software Is Eating the World

Networking

Entertainment

Data Center Social

Marketing

Communications

Media Financial Services

Enterprise

Enterprise Applications Security

Infrastructure Software Big Data

Storage Mobile

Networking Hardware

Portfolio Overview

Consumer

Commerce Media

Social Mobile

Gaming Marketplaces

Electronics Payments

Disaggregation of the Networking Stack

SDN Overlay

FROM TO

John Vrionis Partner Lightspeed Venture Partners

Lightspeed Venture Partners

Early Stage Venture Capital

Accelerating Disruptive Innovation Enterprise and

Consumer IT

OUR

FORMULA

THE

DISRUPTION

PROACTIVE OUTREACH

HISTORY & EXPERTISE

ACADEMIA

MACRO DISRUPTIONS

LIGHTSPEED SDN

AND NFV

LIGHTSPEED SDN

AND NFV

Value of SDN AND NFV

Completeness of Network Services Functionality (TAKES TIME!)

100%+ 50% 25%

THANK YOU

Kittu Kolluri General Partner NEA

Thank You. Questions?

Kittu Kolluri General Partner

NEA

John Vrionis Partner

Lightspeed Venture Partners

Peter Levine General Partner

Andreessen Horowitz