Alcatel Lucent (ALU)

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Alcatel-Lucent (ALU)

February 14, 2012 11:00 am ET

Executives

Parker Moss - Vice President of Wireless Marketing

Wim Sweldens - President of Wireless Networks Product Division

Basil H. Alwan - President of IP Division (IPD)

Presentation

Parker Moss

Well, good morning, good afternoon and good evening, everybody. It is extremely exciting to see so many people join the line. Alcatel-Lucent have a very exciting announcement to make to you all today. My name is Parker Moss, I'm VP of Wireless Marketing, and we're here to announce a new wireless plus IP launch. And for that purpose, we have Wim Sweldens, President of the Wireless division, on the line with us; and Basil Alwan, President of the IP division.

Before we move on, just a few seconds of housekeeping for me. We welcome your questions. You'll be able to send questions at any time during the call. You have to be logged on to the webinar to do that, so please log on and address your questions to the question bar at the bottom of the screen.

We also have an active following on this topic on Twitter. So please do follow up and tweet away at #lightRadio. And of course, if you want more information on lightRadio WiFi, join us on alcatel-lucent.com/lightRadio-WiFi.

This call is being recorded. It's going to be available for replay 24 hours after this on our website.

And with that, I'm going to hand over to Wim. Go ahead, Wim.

Wim Sweldens

Thank you very much, Parker, and again, good morning, good afternoon and good evening to everybody around the call and around the world. My name is Wim Sweldens, and I lead the Wireless business for Alcatel-Lucent.

Now as some of you may remember, about a year ago, we introduced lightRadio to the world and we focused as part of that announcement very much on the cellular 2G, 3G infrastructure and on the licensed spectrum. The exciting news we have today is around something we call lightRadio Wi-Fi. The lightRadio WiFi is obviously focused more on Wi-Fi technology and on unlicensed spectrum. And as part of our announcement, we will be talking about a new Wi-Fi gateway, Wi-Fi metro cell capability, as well as a policy and control solution, all part of the lightRadio end-to-end solutions and the lightRadio ecosystem and partners that we will be introducing today.

So we move to the next slide. In essence, what we are announcing is the end of the traditional Wi-Fi login that many of us have become so familiar with over the last so many years. And in essence, what we're doing, going to Slide 3, is we are really leveraging our leadership in IP and our leadership in wireless to make Wi-Fi easier for everyone and to have a seamless capability between traditional cellular licensed spectrum and Wi-Fi solutions from an end-user perspective.

Now what does that mean? In essence, that means that from an end-user, you don't have to worry anymore what type of network or what type of system that you're in. It's all taken care of by the network. Now we'll show you in a moment how it becomes easier for end users.

What it means for operators, that if you're a mobile operator and you own spectrum, you can actually complement the spectrum that you have and add more capacity to your network via this integrated Wi-Fi capability. Or if you're a wireline operator and you don't have traditional spectrum available, you can, again, use Wi-Fi capability to introduce new services and new revenue opportunities for your business.

And we're taking advantage of our capability in cellular, in Wi-Fi as well as in end-user and device management.

Now moving to the next slide. I mean, let's talk a little bit about what's going on in the Wi-Fi world. And I think as we all know, Wi-Fi is a big deal. I mean -- and it's actually becoming an even bigger deal, I mean, just as this picture of the Big Apple shows, because what's happening in the Wi-Fi market, which started traditionally as more of a home or home device or maybe small enterprise market, is that Wi-Fi is growing up. And Wi-Fi is really already getting embraced by some of the biggest operators in the world. Actually, today, already 40% of the hotspots are actually owned by mobile network operators. And that number is growing and actually will grow more over the next couple of years. I mean, a couple of years ago, it took AT&T a whole year to reach 20 million Wi-Fi logins. And last year, it just took them 11 days, I mean, for a total of 400 million-plus Wi-Fi logins on the AT&T network alone last year. So we see tremendous uptake in the Americas market. But it's not just the Americas. I mean, if you look at the rest of the world, I mean you see, for example, big operators like KDDI in Japan that already has 10,000 hotspots mid last year and will have, by the spring of this year, will have 100,000 hotspots. China Telecom has said that by the end of this year, they will have 1 million hotspots. And China Mobile will add another 1 million by the end of next year. So we see the number of hotspots growing into the millions over the next couple of years, and we also see that -- actually experiments have shown that most users, actually about 70% of the time, are in some type of Wi-Fi hotspot coverage. And so we see Wi-Fi being a big deal, becoming even a bigger deal going forward. So that's certainly exciting.

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