advancing a connected world...idirect strategy platform overview what’s ahead 2. idirect-...
TRANSCRIPT
Advancing a Connected World
A.V.Ranganathan
Agenda
iDirect Overview
VSAT Landscape
iDirect Strategy
Platform Overview
What’s Ahead
2
iDirect- Introduction
iDirect is the
industry’s leading
IP-based satellite
communications
company
providing hardware, software, and
services that enable
partners to optimize
networks and profitably
expand their business
Quick Facts
Founded in 1994
Owned by VT Systems, subsidiary of ST Engineering
600+ employees
350+ global partners
3,000+ iDirect hubs
Over a quarter million remotes installed worldwide
World’s largest Enterprise VSAT manufacturer with
32% market share
Increased revenue YOY – ’13 revenue $259M
Major brand in maritime, military/government,
aeronautical, oil & gas
iGT wholly owned subsidiary
Comsys VSAT report 13th edition, released April 2014
“iDirect is very different from the company of a few years ago, but it is just as innovative
and now very well positioned for the next stage of its expansion where it is placed to play
a pivotal role in the development of the satellite industry as a whole.”
Simon Bull
Requirement
for carrier-
class quality
Need for
scalable and
economical
network
infrastructure
Need to address
highly
market-specific
applications
IP-based
satellite
system
with QoS
Universal hub
and VNO to
enable flexible
services and
growth
Focus on
vertical markets –
built-in
functionality to
meet market
applications
iDirect Innovations
1994 - 2014
Market Challenges
Development
of high
throughput
ground
infrastructure
Technical
innovation to
meet growing
throughput
demands
5
Shaping the Industry
Leadership Across Diverse Markets
6
VSAT solution for Panasonic and Gogo,
market share leaders for in-flight broadband Aero
Maritime
Defense
Mobile
Backhaul
Oil & Gas
»
More than 50% of all maritime VSAT terminals
installed are made by iDirect
Positioned in 18 EU states, 16 NATO
countries, and more than 480 hubs and over
41,000 remotes deployed with US DoD
50+ networks deployed globally – largest
TDMA supplier worldwide
43% market share for all TDMA VSAT sites
in service today
Industry Recognition
7
Simon Bull,
Comsys, 13th edition VSAT Report
... very well
positioned … to
play a pivotal role in
the development of
the satellite industry
as a whole.
“”
Technology
Company of
the Year
VSAT
Technology
Innovation
of the Year
Social Media
Company of
the Year
iDirect Locations
UK
Herndon
Singapore
Dubai
Ottawa
Hong Kong
Beijing
Agenda
iDirect Overview
VSAT Landscape
iDirect Strategy
Platform Overview
What’s Ahead
9
Rising Expectations and Demand
People
expect to be
connected
anywhere,
any device,
any application
• Higher
bandwidth
apps
• Easy to use,
high quality
experience
• Value and
greater
affordability
10
Satellite’s Unique Value
100% global coverage, voice, video and data
anywhere, independent of terrestrial infrastructureTotal Reach
Immediate
High Value
Secure &
Resilient
Enables mission critical services
for mobility, disaster recovery, business
continuity and mobile backhaul
Enterprise-class user experience
Constant connectivity, enabling IP
applications in any environment
HTS Is Changing the Game
HTS is a game-changing,
industry-wide innovation with
the potential to break the
market wide open for satellite
communications
Lower space
segment
cost per MB
Higher
throughput
rates
Improve
capacity
availability
The HTS Market Opportunity
• What is the Opportunity?
– Massive satellite capacity growth over next 5 years
– Driven by strong demand in all regions
– Served by new class of High Throughput Satellites (HTS), typically
Ka-band
– Comsys estimates ~90% of total capacity by 2015
• Evolutionary change in industry economics
– Promises large quantities of bandwidth at lower cost
– HTS Satellites/Spot beam designs have implications on the ground
infrastructure
Feederlink
HubTeleport
Remote
HTS Satellite - SpotbeamsTraditional Satellite
Hub Teleport
Remote
Remote
Hub Teleport
HTS Satellites are Fundamentally Different
HTS economics drive a centralized
infrastructure mode
HTS Is Changing the Game
Enterprise applications could account for $1.5 billion in
HTS revenues by 2020 – offering much higher value than
broadband access services (NSR)
Global Revenues For Leased HTS Bandwidth
By Application (NSR)
Escalating Demand: Oil and Gas
16
VSAT is the de facto standard
on oil rigs to lower operating
costs, raise productivity and
increase safety
Oil and gas companies are expanding their
investment in VSAT to support onshore
exploration and to increase the visibility and
automation of pipeline operations
Growth Catalysts
•Offshore Platforms
•Onshore Drilling Rigs
•Offshore Supply Vehicles
•Tankers
Energy Market Analysis
Energy Market Analysis
A Winning Formula for the Future
20
= Massive Opportunity for VSAT
Increased Demand + Higher Throughput
+ Better Economics
Agenda
iDirect Overview
VSAT Landscape
iDirect Strategy
Platform Overview
What’s Ahead
21
Enable every
satellite IP
communications
network
• SINGLE PLATFORM to support any
market, optimized for lowest TCO
• NEXT-GEN NMS for service differentiation
and a superior customer experience
• FULL COMPLEMENT OF REMOTES
designed to enable market expansion
• Drive the most efficient converged
END-TO-END IP NETWORK by integrating
the core telecom network, ground and space
• Drive COLLABORATION AND
CO-DEVELOPMENT across the
ecosystem
22
Our Mission
Our Vision
23
VSAT is
available to
everyone,
however,
whenever and
wherever they
need it
• INTEGRATION
Ensure satellite
communications
integrates seamlessly
with core telecom
networks
• EASE OF USE Great
user experience
• VALUE CREATION
Deliver tailored
customer services
Agenda
iDirect Overview
VSAT Landscape
iDirect Strategy
Platform Overview
What’s Ahead
24
One Platform for Everyone
Satellite operators, network operators and service
providers need a platform that can provide:
Deliver the highest value
across multiple marketsValue
Provide maximum flexibility with
minimum investment and riskFlexibility
Meet end user demands for
high performance throughput ratesPerformance
The Intelligent Platform™
26
A Single System for
Every Market Opportunity
• IP-based satellite
communications system
• High-quality broadband
connectivity wherever and
whenever it’s needed
• Multiple markets, applications
and business models
• Positions operators and service
providers for long-term success
The Intelligent Platform™
27
Core Architecture
• Universal hub and Network
Management System
• Evolution® and Velocity™
product lines, comprising lines
cards, operating software,
portfolio of dedicated and dual-
mode remotes
• Investment protection with the
flexibility to upgrade capabilities
Flexibility to Serve Multiple Business Models
Agenda
iDirect Overview
VSAT Landscape
iDirect Strategy
Platform Overview
What’s Ahead
29
What does the future hold?
30
An exciting time for our industry!
Rising
demand across diverse
markets
Rising
expectations from end users
Accelerated
growth for the next
phase of HTS
Advancing a Connected World
Thank You