2015 INVESTOR & ANALYST DAY

Caroline DowlingPresident INSMay 06, 2015

Integrated Network Solutions Business Overview

• $9.2B business

- Server, Storage - Converged: Compute/Storage & Appliance/Security

- Communications: Wireless & Wireline

- Networking: Routing, Switch, SDN & Optical

• Innovation & Investment

• 10 New customer logos, solid bookings and business pipeline

• High Operating Cash FlowFAST

FA

CTS

1

Leading Market Share Position

Communication33%#1

Network21%#1

Server & Storage20%#2

Converged25%#1

Infrastructure

Source: IDC Ems QTR revenue tracker

2

Maintained Leadership & Invested In Future

Communication33%#1

Network21%#1

Server & Storage20%#2

Converged25%#1

ConvergedInfrastructure

Network Function Virtualization

Software Defined

Open Source/Compute

Source: IDC Ems QTR revenue tracker

3

FlashStorage

23% CAGR

Data Analytics

$76Billion

IoT 50Bn Connected Devices: Infrastructure

Source: IDC Ems QTR revenue tracker

Digital Data will exceed

40Zettabytes

Internet Security

$43Billion100xincrease in

Wi-Fi Capacity

8xGrowth in Smart

Phone Traffic 10xvideo data

traffic on mobile network

37%Growth in SDN NFV

Applications

ConvergedInfrastructure

Network Function Virtualization

Software Defined

Open Source/Compute

4

Telecom - Wireless

Strong Current Market & Technology Position

Source: UBS Estimates, Company Reports, Gartner, and Dell Oro

3G

EnterpriseSwitching

GPON/FTTH

PBX & UnifiedCommunication

IP Core & EdgeRouting

Enterprise Routing Enterprise Storage Enterprise Server

Optical Networking

WLAN

(Networking) Converged Infrastructure 3.0 (Server Storage)

Small Cells

Broadcast/Video

Emerging Growth Legacy HardwareMarket Leadership Position

DAS

RRH

Security Appliance

Emer

ging

Te

chno

logy

Gro

wth

Lega

cyTe

chno

logy

MicrowaveBackhaul

LTE – 4G

Flash/Hybrid Storage

5

Telecom - Wireless

Strong Current Market & Technology Position

Source: UBS Estimates, Company Reports, Gartner, and Dell Oro

3G

EnterpriseSwitching

GPON/FTTH

PBX & UnifiedCommunication

IP Core & EdgeRouting

Enterprise Routing Enterprise Storage Enterprise Server

Optical Networking

WLAN

(Networking) Converged Infrastructure 3.0 (Server Storage)

Small Cells

Broadcast/Video

Investing & Emerging Legacy HardwareMarket Leadership Position

DAS

RRH

Security Appliance

Emer

ging

Te

chno

logy

Gro

wth

Lega

cyTe

chno

logy

MicrowaveBackhaul

Flash/Hybrid Storage

LTE – 4G

100G400G

SDN

Reference Platforms

Converged Platforms

Rack Solutions

5G

C-Ran

6

100G

400G and 1Tb

Optical Capability Development Roadmap

CY 2005 2010 2015

Cap

abilit

yCENTER OF EXCELLENCE

40G

6% Growth Per Year

$16bn Market

Basic Component

Advanced Technologyand Capability

Global Footprint

Customer Base Diversification

Sketch to Scale

10G

7

Platform at Work Expanding Customer Relationship

EMS Traditional Relationship

Software Defined

ExpandedServices Business

Intelligence of Things

Expand Relationship & Product Portfolio

2009 2010 2013 2014 2015

Factory of the future (IOT)

Global logistics

Components

Supply Chain

6 Business UnitsHigh end routingSwitchingVideo WirelessSoftware defined Converged

8

Key Takeaways

1 $9.2Bn Industry leading market position

2 Strongest customer & technology portfolio

5 Stable revenue outlook and strong cash flow generation

3 Investments paying off LTE, Optical, Security, Appliance and Converged Infrastructure

4 Great bookings and new programs – solid new customers on board

Telecom

Converged - Server/Storage

Networking

9