Nextdc Limited · ASX:NXT

Nextdc — Shareholder Meeting (November 2022)

46 slides from Nextdc's shareholder meeting presentation, Nov 18, 2022

Slide 1: PH1 Port Headland Technical Specifications
PH1 PORT HEADLAND TECHNICAL SPECIFICATIONS Technical Space 600m2 Target IT capacity 1.5MW+ Target Rack Capacity 260 Sustainability Targets Behind the meter power generation Leveraging in region renewable energy hubs Design & construction Designed to Tier III Standards standard Modular Design & Const
Slide 2: ONEDC Real Time Intelligence
ONEDC ® REAL TIME INTELLIGENCE COLOCATION AT NEXTDC MEANS CONTROL AND TRANSPARENCY. Manage your infrastructure on your terms. We give you the tools to empower real-time decision making. NEXTDC © Copyright 2022 | 2022 Annual General Meeting 2
Slide 4: Digital Everything
DIGITAL EVERYTHING As of October 2022, 5.07 billion people around the world use the internet – equivalent to 63.5 percent of the world's total population. NEXTDC © Copyright 2022 | 2022 Annual General Meeting 4
Slide 5: AXON Ecosystem
AXON ECOSYSTEM CARRIERS PUBLIC CLOUD Transforming digitally relies on being supported by an ecosystem of specialist networks and partners. CLOUD CENTRE PRIVATE Australia’s most dynamic and network dense CONTENT CLOUD partner marketplace – helping customers providers & delivery networks embrace an ag
Slide 6: The Internet of Things
THE INTERNET OF THINGS Unlimited One connected ecosystem computing access Trillions of sensors Billions of devices NEXTDC © Copyright 2022 | 2022 Annual General Meeting 6
Slide 10: Re-architecting the Network Is Critical in the New Normal
Branch Branch Branch Internet Colocation Data Centre Head Office Corporate IT Cloud RE-ARCHITECTING THE NETWORK IS CRITICAL IN THE ‘NEW NORMAL’ NEXTDC © Copyright 2022 | 2022 Annual General Meeting 10
Slide 11: Living the Values: The NEXT Way
LIVING THE VALUES: THE NEXT WAY CUSTOMER FIRST ONE TEAM BRIGHT IDEAS We are obsessed with delivering the We are an elite team, working together The best way to predict the future world’s best customer-experience. with super stars playing in every position. is to create it. PURSUIT OF EXCELLENCE STRA
Slide 13: Digital Infrastructure Platform
DIGITAL INFRASTRUCTURE PLATFORM ONEDC PLATFORM DIGITAL INFRASTRUCUTRE SERVICES PLATFORM AXON NETWORK CONNECTIVITY SERVICES CLOUD, CAMPUS, METRO, INTERCAP, SUBSEA MISSION CRITIAL OPERATIONS CENTRES 5G, SATELLITE, MINING, REMOTE OPERATIONS, FINANCIAL SERVICES, SPACE, SECURITY HYPERSCALE MAJOR METRO RE
Slide 14: Exponential Growth
EXPONENTIAL GROWTH $474b $18.7b 13.5% 91% 21.1% Total global cloud Public cloud spend year-on-year of businesses have 2022-27 CAGR in revenue by 2022, in Australia in 2022. growth in cloud now adopted or have global digital representing growth An increase of infrastructure plans to adopt a transform
Slide 16: Proximity and Performance
PROXIMITY AND S2 S1 4 Eden Park Drive 8 Giffnock Avenue PERFORMANCE Macquarie Park Macquarie Park NSW 2113 NSW 2113 NEXTDC’s metropolitan data 560m centres offer superior network 6.2km connectivity when it comes to bridging the distance and latency between your primary location and 28.4km 6.7km S3 2
Slide 17: Safety Is Everyone's Responsibility
SAFETY IS EVERYONE'S RESPONSIBILITY OUR GOAL IS ZERO INJURIES NEXTDC is committed to doing everything necessary to achieve this goal. NEXTDC considers workplace health and safety and incident prevention to be of the utmost importance. It is a vital factor in the ultimate success of the organisation.
Slide 18: WHS Highlights
WHS HIGHLIGHTS ▪ Safety First corporate goal of ZERO injuries in the workplace ▪ ZERO Recordable Lost Time Injuries in FY22 Operational ▪ Key Performance Indicators to measure, evaluate and report performance Safety ▪ Lessons Learnt Program continued, allowing NEXTDC to share incident and near miss
Slide 19: Sustainability Leadership
SUSTAINABILITY LEADERSHIP ▪ ISO 9001 and ISO 27001 (Head Office, M1, S1, C1, P1, B1 and B2) and ISO 14001 (M1, S1 and C1) ▪ Uptime Institute Gold in Operational Sustainability (P1, S1 and B2) ▪ Australia’s first data centres to achieve NABERS 5-Star rating for energy efficiency (M1 and S1) ▪ 100% Cl
Slide 24: Energy Efficiency
ENERGY EFFICIENCY Our evaporative cooling designs allow the engineering team to focus on achieving industry leading PUE to deliver our customers the most energy efficient, lowest operating cost outcomes to support their compute environments and their sustainability goals. NEXTDC © Copyright 2022 | 2
Slide 27: Data Centre Industry Leader
DATA CENTRE INDUSTRY LEADER NEXTDC is recognised as the market leader in the Australian data centre services industry. NEXTDC is recognised as the leader of premium colocation solutions based on our dedication to delivering exemplary customer value, and the investment we make into data centre manage
Slide 28: Corporate Social Responsibility
CORPORATE SOCIAL RESPONSIBILITY THE SMITH FAMILY In partnership with The Smith Family, NEXTDC supports the Learning for Life program which provides early intervention and balanced, long-term support to over 38,000 disadvantaged students across Australia. PLEDGE 1% NEXTDC is a member of the global Pl
Slide 30: Kurzweil's Law of Accelerating Returns
KURZWEIL’S LAW OF ACCELERATING RETURNS The pace of technological progress speeds up “Technology goes beyond mere tool making; exponentially over time it is a process of creating ever more powerful technology using the tools from the previous because there is a common round of innovation.” Ray Kurzwe
Slide 31: S4 Sydney Technical Specifications
S4 SYDNEY TECHNICAL SPECIFICATIONS Technical Space ~124,000m2 Proposed IT capacity ~300MW Development FY25+ commencement ▪ S1, S2, S3 and S4 Sydney metropolitan campus will be interconnected via Data Centre Interconnect and AXON ▪ S4 will provide data centre services to Hyperscale Cloud Providers, e
Slide 33: FY23 Guidance
FY23 GUIDANCE Data centre services revenue guidance of A$340m to A$355m (up 17% to 22% from FY22) ▪ Continued strong growth in enterprise, network and partner pipeline driving healthy margin ▪ Revenue growth assisted by current economic factors with price escalation as well as power cost protection
Slide 38: Resolution 1: Remuneration Report
RESOLUTION 1 Remuneration Report “To adopt the Remuneration Report of the Company (as set out in the Directors’ Report) for the financial year ended 30 June 2022” FOR AGAINST OPEN 293,717,848 6,760,967 1,385,915 NEXTDC © Copyright 2022 | 2022 Annual General Meeting 38
Slide 39: Resolution 2: Re-election of Dr Gregory J Clark AC
RESOLUTION 2 Re-election of Dr Gregory J Clark AC, as a Director “That Dr Gregory J Clark AC, who retires in accordance with the Listing Rules and Rule 58 of the Company’s Constitution and, being eligible, offers himself for re-election, is hereby re- elected as a Director of the Company.” FOR AGAIN
Slide 40: Resolution 3: Re-election of Ms Jennifer M Lambert
RESOLUTION 3 Re-election of Ms Jennifer M Lambert, as a Director “That Ms Jennifer M Lambert, who retires in accordance with the Listing Rules and Rule 58 of the Company’s Constitution and, being eligible, offers herself for re-election, is hereby re- elected as a Director of the Company.” FOR AGAIN
Slide 41: Resolution 4: Re-election of Mr Stephen M Smith
RESOLUTION 4 Re-election of Mr Stephen M Smith, as a Director “That Mr Stephen M Smith, who retires in accordance with the Listing Rules and Rule 58 of the Company’s Constitution and, being eligible, offers himself for re-election, is hereby re-elected as a Director of the Company.” FOR AGAINST OPEN
Slide 42: Resolution 5: Grant of Performance Rights to Mr Craig Scroggie
RESOLUTION 5 Approval of grant of Performance Rights to Mr Craig Scroggie “That, for the purposes of Listing Rule 10.14 and for all other purposes, approval is given for the grant of 196,768 Performance Rights to the Managing Director and Chief Executive Officer, Mr Craig Scroggie, for FY23 pursuant
Slide 44: investorrelations@nextdc.com
investorrelations@nextdc.com linkedin.com/company/nextdc facebook.com/datacentres 13 6398 twitter.com/nextdc youtube.com/user/nextdatacentre NEXTDC © Copyright 2022 | 2022 Annual General Meeting 44
Slide 45: Important Disclaimer
IMPORTANT DISCLAIMER DISCLAIMER This presentation has been prepared by NEXTDC Limited (ACN 143 582 521) (‘NEXTDC’) and makes statements about it as well as its subsidiaries (together the ‘NEXTDC Group’). To the maximum extent permitted by law, no member of NEXTDC Group, or any of its officers, emplo

NEXTDC — Shareholder Meeting (November 2022) on 6ix

Nextdc — Shareholder Meeting (November 2022)

Slide 1: PH1 Port Headland Technical Specifications

Slide 2: ONEDC Real Time Intelligence

Slide 3: Mission Critical Operations

Slide 4: Digital Everything

Slide 5: AXON Ecosystem

Slide 6: The Internet of Things

Slide 7: Active and planned subsea cables

Slide 8: 5G

Slide 9: Global SATCOM growth by 2029

Slide 10: Re-architecting the Network Is Critical in the New Normal

Slide 11: Living the Values: The NEXT Way

Slide 12: Putting Customers at the Centre of Everything We Do

Slide 13: Digital Infrastructure Platform

Slide 14: Exponential Growth

Slide 15: Digital Acceleration in Victoria

Slide 16: Proximity and Performance

Slide 17: Safety Is Everyone's Responsibility

Slide 18: WHS Highlights

Slide 19: Sustainability Leadership

Slide 20: Rooftop Solar Arrays

Slide 21: Carbon Neutral Colocation Solutions

Slide 22: Offset Portfolio

Slide 23: 80MW Wind Farm

Slide 24: Energy Efficiency

Slide 25: True Zero Waste

Slide 26: Globally Recognised Certifications

Slide 27: Data Centre Industry Leader

Slide 28: Corporate Social Responsibility

Slide 29: Web 3.0

Slide 30: Kurzweil's Law of Accelerating Returns

Slide 31: S4 Sydney Technical Specifications

Slide 32: 2022: Asia's Digital Economy to Top $200 Billion

Slide 33: FY23 Guidance

Slide 34: Delivering on Our Vision

Slide 35: Fuelling the Digital Economy

Slide 36: 12th Annual General Meeting General Business of Meeting

Slide 37: 12th Annual General Meeting First Item of Business

Slide 38: Resolution 1: Remuneration Report

Slide 39: Resolution 2: Re-election of Dr Gregory J Clark AC

Slide 40: Resolution 3: Re-election of Ms Jennifer M Lambert

Slide 41: Resolution 4: Re-election of Mr Stephen M Smith

Slide 42: Resolution 5: Grant of Performance Rights to Mr Craig Scroggie

Slide 43: Q&A 12th Annual General Meeting

Slide 44: investorrelations@nextdc.com

Slide 45: Important Disclaimer

Slide 46: NEXTDC © Copyright 2022 | 2022 Annual General Meeting