Page 69 - FY18 Advanced Services Strategic Plan

Networking market profile

Total Addressable Market Market Opportunities
• Migration - big install base % approaching EoL
+1.2% • NFV & SDN transformation will drive increase in services spend
• Customers value simplicity, automation, predictive analytics and telemetry,
29,327 and proactive optimization
29,039
• 5G and IoT will drive explosive growth in wireless technology, architectures,
28,657 and business processes
28,279
28,120
28,003
27,793
FY15 FY16 FY17 FY18 FY19 FY20 FY21

Competitive Landscape Market Risk
• Fight for market share against major networking players and smaller more • Increased competition from Chinese OEMs and Indian SIs
nimble players (Affirmed, CloudGenix) • Operators delaying buying decisions due to SDN/NFV pitch
• Competitors looking at acquisitions and alliances to bolster portfolios • Shortage of skilled digital and SW professionals
• Low cost services from Juniper and Nokia. Free services from Huawei • Web and OTT developing their own white boxes and analytic platforms
• Channel partner market dynamics changing quickly • Customers looking a best of breed vs. complete end to end suppliers

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