Hospitality Primer Ted Watson

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Presentation transcript:

Hospitality Primer Ted Watson Director, Global Hospitality & Gaming Solutions

Fast and Fierce 30% 70% Formed 2004, Sunnyvale, CA Status Publicly held (NYSE: RKUS) Market Cap ~$1+Billion Founders Bill Kish and Victor Shtrom CEO Selina Lo Innovation Carrier Class” Smart Wi-Fi” R&D Centers US, China, Taiwan, India, Israel 2013 Revenue $215M / 56% CAGR (2009-2013) 4Q13 revenue/net income $64 million / $5 million Customers 33,000+ Partners 9,000+ Employees 800+ in 34 countries Patents 60 granted 70% Victor Shtrom Bill Kish Selina Lo INTRO TO RUCKUS WIRELESS

A History of Proven Success KDDI builds world’s largest mobile data offload network with Ruckus Ruckus Wins CRNs annual ARC survey in SMB Networking category July, 2011 Enters enterprise and carrier WLAN markets 5,000th Ruckus customer Ruckus makes initial public offering 33000 Ruckus customers Company founded Q4 2010 Aug. 2013 Nov. 2012 Q4 2013 June 2004 January 2008 2004 2014 Selected by Chongqing Telecom for citywide Wi-Fi service Time Warner Cable selects Ruckus for nationwide deployments Tikona deploys 45,000th Ruckus Mesh AP in world’s largest Wi-Fi broadband network Ruckus selected for major Wi-Fi Public network upgrade April, 2012 September, 2005 January 2011 November, 2011 FCS first wireless IPTV CPE June 2010 3 INTRO TO RUCKUS WIRELESS

An Undeniable Global Trend 2010 2016 694M 2.8B 874M 1.1B Ethernet devices Wi-Fi devices Source: iSuppli A WORLD GOING WI-FI Annual Unit Shipments Environmental Systems Lighting Projectors Ultrabooks Tablets Wi-Fi Powers the Post-PC Era Mobile data plans drive user demand for Wi-Fi No spectrum fees for Wi-Fi service providers Delivers over 775MHz of free spectrum Low cost/bit in wireless data capacity WHY WI-FI? WiFi has taken over from Ethernet as the dominant networking technology that powers the post PC era. This year there will be over 1 billion wifi devices shipped, well over the shipment of Ethernet devices, fueling the enterprise and service provider WLAN markets. Not only is wifi the networking standard for home and enterprise. WiFi is the ideal complement to 3G, 4G and LTE for public access. Smartphone and tablet users want wifi service not only because it’s frequently faster than 3G, the termination of unlimited data plans as well as new shared data plans mean that users are going to seek out WiFi for videos and other bandwidth intensive apps. Increasingly, mobile data subscribers will demand wifi service from their providers. From operators perspective, WiFi is a very affordable solution to their capacity problem. It requires no spectrum licensing fees. WiFi access points are much lower cost than their cellular counterparts because of volume leverage from widespread home and enterprise adoption. Capacity-wise, WiFi operates at 300 to 450 Mbps today and 802.11ac, the next generation wifi standard promises to scale up to gigabit speeds. WiFi delivers the lowest $ per bit among wireless technologies and will continue to do so in the near foreseeable future. 4 INTRO TO RUCKUS WIRELESS RUCKUS IPO ROADSHOW

Our Commitment to Hospitality & Gaming HSP Revenue Growth Over 10,000 properties deployed Deploying over 40 hotels DAILY Connecting millions of rooms Preferred/Approved by ALL major brands Ruckus Enterprise Business by Verticals Hospitality HSP as % Ruckus Enterprise Business Purpose-built hospitality program Purpose-built hospitality products Dedicated HSP PLMs, Engineering, Phone and Field Support Ruckus Proprietary and Confidential

VERY Active in Hospitality Vertical

The hospitality business model… BRAND Define Global Standards Product Integrators Don’t’ Purchase HSP Providers ? OWNERS Decision Makers Make Purchases Own Various Properties ? PROPERTY Influencers Look to Brand & Owners

Hotel Expectations – Global Brands GLOBAL CONSISTENCY Consistent Pricing -> Global Pricing Expectations Consistent Products -> Dual-band (7982/7372/7055) Consistent Service -> Brand Standards (-65Ghz dual) Consistent Costs -> Monthly / room charges Hospitality Best Practices vary by brand but very similar!! Ruckus Proprietary and Confidential

Leading Hospitality brand approval list Representing >30,000 properties globally. Marriott Hilton Starwood IHG Wyndham Carlson Delta Kempinski Mandarin Oriental Four Seasons FRHI Mondrian Montage Peninsula Shangri-la Loews Kimpton Accor Scandic Rio Best Western La Quinta ESA Omni Hyatt

The Initial Opportunity… …FOR MOST HSIA Product Sales Internet Broadband Access Monthly MSP fees Conference Access Event MSP fees FTG / VOD – Content Free to Guest or / VOD IP Network Access Broadband Internet Access Ruckus Proprietary and Confidential

Additional Opportunities Location Based Svcs Additional Opportunities HS2.0 – Loyalty (3GO) Back-Office Svcs POE from IDF In-Room Services Increased Guest Satisfaction Increased Revenue Decreased Costs Targeted Promotion Loyalty & Subscriber Svcs Ruckus Proprietary and Confidential

Diverse Products for Hospitality SPOT LBS analytics, mapping, apps Ruckus 7055 award-winning Wi-Fi Wall Switch Hotspot 2.0 automates secure sign-on Smart Meshing where cabling not feasible High Density conference coverage ZD and SCG-for-Hotels on-prem or in-cloud WLAN controllers Ruckus Proprietary and Confidential

The Fundamental Ruckus Difference 2.4 GHz 1–11 Adaptive Antennas Smart Channel Management 5 GHz 36–64 and 100–165 BEAMFLEX CHANNELFLY Beamflex antennas can form 100s-1000s unique combinations Self-learning Beamflex software selects best performing combination per-packet, per-client ChannelFly software selects best performing channel with a predictive measurement algorithm Uniquely effective for mitigating interference in urban hotspots/hotzones Higher throughput, ubiquitous high-quality coverage, reliable, easier to install and maintain Typical Wi-Fi compliants: Unstable connectivity Inconsistent performance Dead spots Poor throughput, low client density Ruckus Proprietary and Confidential

BeamFlex Adaptive Polarization Diversity Device orientation accounts for up to 5x performance differential Dual-Polarized BeamFlex Antennas Better reception for weak and hard to “hear” devices Better transmission to mobile devices Ruckus Proprietary and Confidential

Hotspot 2.0 Automates Network Discovery & Selection Home Authentication (HLR, HSS, SMS) HS2.0 capable AP HS2.0 capable device Association and authentication 2 1 U Single SSID 3 SCG RADIUS Proxy Ruckus Proprietary and Confidential

Integrating Advanced Services (HS2.0 & LBS) Analytics Convention footfall heat-map Real-time tracking, housekeeping Targeted promotion Property maps and directions Guest/VIP recognition, keyless entry Automatic check-in, room automation Ruckus Proprietary and Confidential

Obstacles Global Brand HSP Approvals Complete Solution Guest Technical Support Access Products (WiFi, Wired, Gateway, etc…) Network Access (Internet Connectivity) Hospitality Best Practices (per brand) Designing the right network with the right products Always Dual-Band Access Points -65GHz on both 2.4Ghz & 5GHz Ruckus Proprietary and Confidential

Partnering with Ruckus in Hospitality & Gaming Diverse Product Portfolio for HSP & Gaming In-room, indoor, outdoor & Cloud solutions Vertical Specialization Products, People, Process Brand Approvals & Certifications Service Enhancement 3G/4G Offload Loyalty Support Guest Satisfaction Improvements Back-office efficiencies Stale Inventory Turnover Hotel Service Provider Ruckus Proprietary and Confidential

Don’t just connect your guests …Connect WITH your Guests! THANK YOU!!!! Ruckus Proprietary and Confidential