Nextdc Limited · ASX:NXT
Nextdc — Shareholder Meeting (October 2019)
36 slides from Nextdc's shareholder meeting presentation, Oct 30, 2019
Slide 1: 9th Annual General Meeting
For personal use only 9th ANNUAL GENERAL MEETING 30 OCTOBER 2019 NEXTDC LIMITED ACN 143 582 521
Slide 2: Chairman's Address
For personal use only Chairman’s Address 9th Annual General Meeting | 30 OCTOBER 2019 NEXTDC LIMITED ACN 143 582 521
Slide 3: Our mission: help enterprises harness the digital age
\ IS TO HELP ENTERPRISES HARNESS DIGITAL AGE, IMPROVING OUR SOCIETY THROUGH ADVANCEMENT OF TECHNOLOGY. : |
Slide 4: NEXTDC's purpose
For personal use only 7 NEXTDC’S PURPOSE IS TO BE THE LEADING CENTRIC DATA CENTRE SERVICES COMPAN STOMER- ELIVERING SOLUTIONS THAT POWER, SECUREAND CONNECT ENTERPRISE,
Slide 5: Power. Secure. Connect.
_ } h OWER.SECURE.CONN Ajuo esn feuossed_s1O0-)
Slide 6: FY19 Highlights
FY19 HIGHLIGHTS For personal use only REVENUE1 UNDERLYING EBITDA1,2 UTILISATION $179.3m $85.1m 52.5MW +15% +13% +31% CUSTOMERS PARTNERS INTERCONNECTIONS 1,184 550+ 10,972 +22% 60+ NETWORKS +27% Note: All percentage increases are expressed relative to the FY18 results 1. FY18 results restated for com
Slide 7: Facility capacity and utilisation
Facility capacity and utilisation As at 30 June 2019 60 For personal use only ▪ S2 Sydney: Commenced operations in 1H19. 22MW of fitout Contracted utilisation being delivered to meet strong demand 50 Future build ▪ P2 Perth microsite: Opened in 1H19 to facilitate early access Build in progress to th
Slide 8: Well capitalised for growth
Well capitalised for growth $490.2m $237.0m For personal use only 30 June 2019 30 June 2018 ($m) ($m) Cash and cash equivalents 399 418 $311.6m Property (land and buildings)1,2 639 254 Plant and equipment2 611 488 $39.4m Total assets 1,826 1,236 $418.0m $399.0m Borrowings3 794 298 Total liabilities
Slide 9: Acquisition and wind up of APDC
ACQUISITION AND For personal use only WIND UP OF APDC ▪ NEXTDC completed the acquisition of the land and buildings at P1, M1, S1 as well as B1 ▪ Delivered rental savings of approximately $15 million per annum (before annual escalations) ▪ Strengthened NEXTDC’s balance sheet and provided control of t
Slide 10: Strong growth in customers and connectivity
Strong growth in customers and connectivity For personal use only Customers Interconnections1 1,184 10,972 972 8,671 772 6,342 647 478 4,575 302 2,893 1,488 FY14 FY15 FY16 FY17 FY18 FY19 FY14 FY15 FY16 FY17 FY18 FY19 ▪ Strong growth in connectivity drives average interconnects per customer to 9.3 at
Slide 11: Setting a new benchmark for energy efficiency
SETTING A NEW BENCHMARK FOR ENERGY EFFICIENCY For personal use only NEXTDC is devoted to driving continuous improvements in energy efficiency and sustainability. Our facilities are designed, engineered and operated at a level of energy efficiency that is superior to competitors in the market, all wh
Slide 12: Where the cloud lives
For personal use only where the cloud lives TM
Slide 13: CEO's Address
For personal use only CEO’s Address 9th Annual General Meeting | 30 OCTOBER 2019 NEXTDC LIMITED ACN 143 582 521
Slide 14: FY19 Highlights
FY19 HIGHLIGHTS For personal use only ▪ Revenue from continuing operations1 up $23.0m (15%) to $179.3m ▪ Record new sales with contracted utilisation up 12.3MW (31%) to 52.5MW SOLID REVENUE ▪ Interconnections3 up 2,301 (27%) to 10,972, representing 7.7% of recurring revenue GROWTH ▪ Underlying EBITD
Slide 15: Helping our customers harness the digital age
For personal use only HELPING OUR CUSTOMERS HARNESS THE DIGITAL AGE
Slide 16: Interconnectivity at NEXTDC
INTERCONNECTIVITY AT NEXTDC ACCESS THE WORLD’S LARGEST CLOUDS, For personal use only CARRIERS AND NETWORKS AXON ethernet • Inter-site connectivity • On-demand scalable connections • Carrier neutral • Data centre neutral • Geo-redundancy
Slide 17: For personal use only
For personal use only 1.https://www.datacenterknowledge.com/cloud/hyper-scale-data-center-spend-was-20-percent-2017-analysts-say 2.https://www.arnnet.com.au/article/657582/aussie-managed-cloud-services-industry-to-hit-12bn-in-2019/?utm_campaign=daily-pm-edition-2019-02 3.11&utm_source=daily-pm-editi
Slide 18: The evolution of cloud
THE EVOLUTION OF © mA The global S 13% market is expected to Sw rkloads will bei reach a value of - Qa private cloud = wv BY a eens enterprises wi sof ee ‘toa et BILLION BY 2023
Slide 19: For personal use only
For personal use only 1.https://www.cisco.com/c/en/us/solutions/data-center/gartner-2019-top-infrastructure-operations-technology-trends.html 2.https://www.forbes.com/sites/forbestechcouncil/2018/07/05/four-trends-in-cloud-computing-cios-should-prepare-for-in-2019/#4bd8b9ac4dc2 3.https://www.cisco.c
Slide 20: For personal use only
For personal use only 1.https://datafloq.com/read/internet-of-things-interconnectivity-changes-world/3354 2.https://www.prnewswire.com/news-releases/40-billion-artificial-intelligence-in-marketing-market---global-forecast-to-2025-300602687.htm 3.https://www.networkworld.com/article/3325397/storage/i
Slide 21: Globally recognised certifications
Globally recognised certifications For personal use only NEXTDC 2019 Annual General Meeting
Slide 22: Sustainability
SUSTAINABILITY For personal use only Environmental sustainability is fundamental to what we strive for. ▪ NEXTDC operates at industry leading rates of Power Utilisation Effectiveness ▪ Implemented national waste management program ▪ Corporate operations certified 100% carbon neutral under the Austra
Slide 23: Corporate social responsibility
CORPORATE SOCIAL RESPONSIBILITY Live to Give For personal use only The Smith Family Pledge 1% Workplace Giving Volunteer Days In partnership with The NEXTDC is a member of the NEXTDC’s workplace giving NEXTDC provides all staff Smith Family, NEXTDC global Pledge 1% corporate program sees NEXTDC with
Slide 24: Data is the new oil of the 21st century
For personal use only DATA IS THE NEW OIL OF THE ST 21 CENTURY
Slide 25: For personal use only
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Slide 26: Real time intelligence
For personal use only REAL TIME INTELLIGENCE Manage your data centre from anywhere and make decisions in real-time
Slide 27: For personal use only
For personal use only
Slide 28: FY20 Outlook
FY20 OUTLOOK For personal use only Revenue between $200m to $206m (up 12% to 15% on FY19) ▪ Solid growth in recurring data centre services revenues, underpinned by long-term customer contracts ▪ 15MW of contracted utilisation will begin billing progressively during FY20 and flow into FY21 SOLID REVE
Slide 29: Delivering on our vision, our purpose and our brand promise
For personal use only Delivering on our vision, our purpose and our brand promise.
Slide 30: Resolutions
For personal use only RESOLUTIONS
Slide 31: Resolution: Remuneration Report
Resolution 1 Remuneration Report For personal use only "To adopt the Remuneration Report of the Company (as set out in the Directors' Report) for the financial year ended 30 June 2019." FOR AGAINST OPEN 219,940,350 1,722,492 2,719,282 NEXTDC 2019 Annual General Meeting 31
Slide 32: Re-election of Dr Gregory J Clark AC as a Director
Resolution 2 Re-election of Dr Gregory J Clark AC as a Director For personal use only "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
Slide 33: Election of Ms Jennifer M Lambert as a Director
Resolution 3 Election of Ms Jennifer M Lambert as a Director For personal use only "That Ms Jennifer M Lambert, who was appointed by the Board as an additional Director and who retires in accordance with the Listing Rules and Rule 57.2 of the Company's Constitution and, being eligible, offers hersel
Slide 34: Election of Mr Steve M Smith as a Director
Resolution 4 Election of Mr Steve M Smith as a Director For personal use only "That Mr Steve M Smith, who was appointed by the Board as an additional Director and who retires in accordance with the Listing Rules and Rule 57.2 of the Company's Constitution and, being eligible, offers himself for re-e
Slide 35: Approval of grant of Performance Rights to Mr Craig Scroggie
Resolution 5 Approval of the grant of Performance Rights to Mr Craig Scroggie For personal use only "That, for the purposes of Listing Rule 10.14 and for all other purposes, approval is given for the issue of 216,393 Performance Rights to the Managing Director and Chief Executive Officer, Mr Craig S
Slide 36: For personal use only
For personal use only 36 investorrelations@nextdc.com linkedin.com/company/nextdc plus.google.com/+nextdc 13 6398 twitter.com/nextdc youtube.com/user/nextdatacentre facebook.com/datacentres www.nextdc.com/blog NEXTDC 2019 Annual General Meeting