Presented by Yalin Wang, Senior Director, Product Planning at NGT Asia 2013 in Hong Kong.

1. 1 | © 2013 Infinera
Building Next Generation Transport
Networks
Yalin Wang
Sr. Director, Product Planning
March 2013

2. 2 | © 2013 Infinera
This presentation contains "forward-looking" statements that involve risks, uncertainties and
assumptions. If the risks or uncertainties ever materialize or the assumptions prove incorrect,
our results may differ materially from those expressed or implied by such forward-looking
statements. All statements other than statements of historical fact could be deemed forward-
looking, including, but not limited to, any projections of financial information; any statements
about historical results that may suggest trends for our business; any statements of the plans,
strategies, and objectives of management for future operations; any statements of expectation
or belief regarding future events, potential markets or market size, technology developments,
or enforceability of our intellectual property rights; and any statements of assumptions
underlying any of the items mentioned.
These statements are based on estimates and information available to us at the time of this
presentation and are not guarantees of future performance. Actual results could differ
materially from our current expectations as a result of many factors, including but not limited
to: aggressive business tactics by our competitors, our dependence on a single product, our
reliance on single-source suppliers, our ability to protect our intellectual property, claims by
others that we infringe their intellectual property, and our ability to respond to rapid
technological changes, and other risks that may impact our business are set forth in our annual
reports on Form 10-K filed with the Securities and Exchange Commission, as well as subsequent
reports filed with or furnished to the SEC. These reports are available on our website at
www.infinera.com and the SEC’s website at www.sec.gov. We assume no obligation to, and do
not currently intend to, update any such forward-looking statements.
Safe Harbor

3. 3 | © 2013 Infinera
Radical innovation
Instant bandwidth delivery
Network challenges
Who is Infinera

4. 4 | © 2013 Infinera
 Technology Innovator
• Silicon Valley success story
• Industry’s first Photonic Integrated Circuit (PIC)
• Industry’s first platform: OTN switch + WDM
• Transformed Optical Transport Market
• 450+ Patents Filed/Granted
Who is Infinera

5. 5 | © 2013 Infinera
Who is Infinera – Market share
3Q 2012:
#1 World-wide, 100G
long-haul ports shipped
Source: Dell’Oro 3Q12 Optical Network HW
955
707
345
302
111
22
38% of all LH 100G WDM ports in Q3, 2012
22% of all LH 100G WDM ports ever sold

6. 7 | © 2013 Infinera
Radical innovation
Instant bandwidth delivery
Network challenges
Who is Infinera

7. 8 | © 2013 Infinera
0
100
200
300
400
500
600
700
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Total SP Bandwidth Usage (Tbps)
ServiceProviders must balance 2 key constituencies
Source: Telegeography 2011, Various SP financial statements
Capex / Revenue, Opex / Revenue
ratios must stay flat or improve
Scale the network → Investments
Deliver new services faster
Investors
Wall Street, Private
Customers
Business, Consumer
Cloud
Video
Mobility

8. 9 | © 2013 Infinera
IP/MPLS
OTN
SDH
SONET
DWDM
Networkbuild challenges: scale, efficiency, simplicity
RouteSwitchTransport
Service Provider Network
Broadband Users Data Center
Complex multi-layer ops
∑ (devices, connections, resources)
ElectronsPhotons
Moore’sLawappliedviaIC?

9. 10 | © 2013 Infinera
Network architecture choices have ripple effects
Architectures have
visible first-in costs
But also recurring costs lasting years
Y1 Y2 Y3 Y4 Y5…..
One Time Capex:
Wavelengths →
Chassis/Modules
Opex:
Power, Rack Space
Planning, Provisioning, Troubleshooting
Inventory, Upgrades
Step-function required to reduce
Total Cost of Ownership
On Going Capex:
Wavelengths →
Chassis/Modules

10. 11 | © 2013 Infinera
Radical innovation
Instant bandwidth delivery
Network challenges
Who is Infinera

11. 12 | © 2013 Infinera
The Infinera Founding Vision
An Infinite Pool of Intelligent Bandwidth
Enabled By
Photonic Integrated Circuits
Integrated OTN Switching
GMPLS Automation
Bandwidth VirtualizationTM
Key features that convert the network into a competitive advantage

12. 13 | © 2013 Infinera
Building the ultimate network resource
An Infinite Pool of Intelligent Bandwidth
Founding vision of Infinera
10G Era: 100G Pool
(circa 2005)
DTN
1G client/service traffic
Key enablers:
Photonic Integrated Circuits, PICs
Integrated WDM and OTN Switching
Intelligent Software Control Plane
10G client/service traffic

13. 14 | © 2013 Infinera
PICCapacity
2004 2014
100G PIC
10G
1st Gen
Regional
2009
~~
100G PIC
10G
2nd Gen
Ultra long-haul
UnparalleledEngineering
60discreteopticalfunctionsintegrated
PICs unleashed exponential DWDM capacity
Photons
2012

14. 15 | © 2013 Infinera
DTN quickly led the market in 10G
100G PIC
18,000+ units, 2.7+ Pbps deployed
45% of 10G λ since 2007
40GbE & 100 GbE
10G & 40G λ
100+ customers in 50+ countries
DTN

15. 16 | © 2013 Infinera
PICCapacity
2004 20142012
100G PIC
10G
1st Gen
Regional
2009
~~
100G PIC
10G
2nd Gen
Ultra long-haul
1T PIC
Coherent
Super-channels
5th Gen
2T PIC
500G PIC
100G Coherent
Super-channels
3rd Gen 4th Gen
4T PIC
8T PIC
UnparalleledEngineering
600discreteopticalfunctionsintegrated
250+fiberconnectseliminated
Photons
Infinera extends PIC leadership
“PICs look to be the future
for high bit rate scaling at
cost effective price points.”
Eve Griliches, ACG Research
“As we move to the 100G era and beyond,
the use of photonic integration becomes
more pervasive and, ultimately, mandatory.”
Sterling Perrin, Heavy Reading

16. 17 | © 2013 Infinera
Building high density long-haul DWDM
Alternative
Solution
Photonics
(Optical)
3rd party optics = ∑components
3rd Gen PIC – 500G
0.78W / Gbps
2.8 W / Gbps
Infinera estimate, line module only,
shipping product operating at 25°C
500G Capacity
Example
1 module
5 modules
Coherent
(Electronics)
FlexCoherent™
Processor (FCP)
Coherent
ASIC

17. 18 | © 2013 Infinera
SCALABLE
SIMPLE
EFFICIENT
• 500 Gb/s super-channel; 1Tb/s future
• 5 Tb/s to future 240Tb/s switching
• Intelligent GMPLS automation
• Converged DWDM/OTN; MPLS future
• Most efficient use of resources
• Lowest Power, Space, Network Ops
DTN-X: The next step-function in network TCO
500G PIC

18. 19 | © 2013 Infinera
 Transforms waves into resources
• An infinite pool of intelligent capacity
 GMPLS allocates resources to service demands
• Same concept as data center virtualization
 Supports fast shared mesh protection (fastSMP)
• <50ms protection against multiple simultaneous network failures
 Enabler for Software Defined Networks (SDN)
Foundational Elements
• DWDM
• OTN Switching
• GMPLS Control Plane
10GbE service demand
40GbE service demand
Bandwidth VirtualizationTM speeds up provisioning
In use65 Gb/s
Total200 Gb/s
75 Gb/s
115 Gb/s

19. 20 | © 2013 Infinera
Accelerating ROI and lowering TCO, per network
63% decrease
Total # Modules, Cards
14,017
5,129
Discrete
Optics
Photonic
Integration
38% decrease
Power Consumption over 5 years
9.0
MW-hr
5.6
MW-hr
Discrete
Optics
Photonic
Integration
63% Decrease
Total Number of Chassis
900
329
Discrete
Optics
Photonic
Integration
Source: Infinera Case Study,
Large-sized Network
Network-wide
Lifecycle Impact

20. 21 | © 2013 Infinera
22 DTN-X customers - unprecedented success!
Tier 1 Domestic
Tier 1 Wholesale
Cable (MSO)
Tier 2 / Wholesaler
Internet Content Provider
Research & Education
Submarine
10 in AMER 9 in EMEA 3 in APAC
New Existing
7 15
Long-HaulMetro Core Subsea
12 64

21. 22 | © 2013 Infinera
Continuous innovation for the next decade
Phase 1Status Quo
SP Network
Phase 2what THE NETWORK will be
RouteSwitchTransport
IP/MPLS
OTN
SDH
SONET
DWDM
IP
MPLS
Converged
MPLS/OTN/DWDM
(future)
PIC
Enabled
Converged OTN/DWDM
PIC
Enabled
IP
Services

22. 23 | © 2013 Infinera
Converging Network Layers
Instant bandwidth delivery
The Architectural Blueprint
Network Challenges

23. 24 | © 2013 Infinera
What is Infinera Instant Bandwidth TM?
Industry’s first software-activated 100G bandwidth delivery solution
Operational Innovation
Enhanced programs
Rapid delivery of client interfaces
10GbE, 40GbE, 100GbE
No link/node re-engineering
Software Innovation
New capability on DNA
Bandwidth management
Software-activated 100G
Automated service activation
Hardware Innovation
New WDM Line Card
500G Super-channel capable
Initial capacity for 100G
Incremental capacity of 100G
100G ACTIVE
100G Latent
100G Latent
100G Latent
100G Latent

24. 25 | © 2013 Infinera
Instant Bandwidth TM powers success-based networkgrowth
An Infinite Pool of Intelligent Bandwidth
Activated in slices matching customer revenue
100G Era: 500G Pool
Nx100G Enabled Per Line Module
100G slice activated 100G slices available; software-defined activation
DTN-X
10G client traffic
2.5G client traffic
100G client
traffic

25. 26 | © 2013 Infinera
 Intelligent Control across layers & domains
 Speeds service delivery
 Reduces transaction costs between IP and Transport teams
 Optimize resource utilization & bandwidth cost
Multi-layer Control and Optimization
$,W
Router
Optics
Digital
Switching
$$$,kW
Converged Packet/OTN/Optical Layer
IP/MPLS Layer
Intelligent Control
Local IP net
Local Enet
SDN Demo with Esnet
for Transport SDN

26. 27 | © 2013 Infinera
Architectural Transformation Underway
Intelligent
Transport
100G and
Beyond
Converged
Architecture
Choosing the right architecture has a profound, lasting impact

27. 28 | © 2013 Infinera
Thank You
www.infinera.com