Megaport Ltd. · ASX:MP1
Megaport — Investor Presentation (June 2017)
21 slides from Megaport's investor presentation, Jun 28, 2017
Slide 1: Megaport 2017 Strategic Placement
For personal use only Megaport 2017 Strategic Placement June 2017
Slide 2: Important Information
Important Information For personal use only No reliance To the maximum extent permitted by law, the information contained in this presentation is No offer to acquire Megaport shares given without any liability whatsoever being accepted by Megaport Limited (Megaport) or any The information in this pr
Slide 3: Important Information: Disclaimer
Important Information For personal use only Disclaimer This presentation includes information about an institutional placement of ordinary shares in Megaport (the Placement). The joint lead managers to the Placement, together with each of their respective related bodies corporate, shareholders or af
Slide 4: Our Business
For personal use only Our Business 4
Slide 5: We make connectivity easy
We make connectivity easy For personal use only What makes us different? Pay for what you use Ease of use Fast, Instant, and Secure Leading Service Providers Who do we connect? Enterprises Cloud Service Providers Data Centre Operators Network Service Providers 5
Slide 6: Connecting everyone to everything
Connecting everyone to everything Megaport is the leading Software Defined Network (SDN) connecting data centres to cloud, and cloud to enterprise For personal use only There are over 4000 commercial 165 Megaported Only approximately 80 cloud enterprise data centres data centres on-ramp locations 6
Slide 7: Global Ecosystem
Global Ecosystem Direct, secure connectivity to hundreds of cloud and network service providers. For personal use only 731 230+ 165 *Active Customers **Service Providers Locations 7 *Customer = at least one ordered service as of May 2017. **available on Megaport Exchange
Slide 8: Our Competitive Advantage
Our Competitive Advantage For personal use only Megaport’s Network on Demand Traditional Network Expensive locked-in pricing model Pricing Pay for what you use, no setup fees Expensive setup costs Real-time provisioning Long setup times Speed (59 seconds) (1 week - several months) Capacity Elastic,
Slide 9: Adoption of Megaport Services
Adoption of Megaport Services For personal use only Dec 2015 June 2016 Dec 2016 May 2017 Megaport Service Connections Ports Services Service Connections Types Direct Public Cloud Internet Exchange Private Connection All graphs exclude acquisitions 9
Slide 10: Growth
Growth Quarterly market updates reported Latest as at 31st*May 2017 Trends For personal use only Increased services per port drives greater monthly recurring revenue growth Note: chart represents Note:data update at the thisend of each period 10
Slide 11: Cloud Connection Growth over Megaport
Cloud Connection Growth over Megaport * For personal use only Megaport enabling CSP’s growth with 66% of cloud connections from outside CSP on-ramp locations Strong correlation between connections to onramps and cloud connection adoption 11 *Data as of 9th May 2017
Slide 12: Investment Opportunity
For personal use only Investment Opportunity 12
Slide 13: The Opportunity
The Opportunity Network Megaport is the first global SDN aligning network to cloud Virtualization is the For personal use only next stage of IT Top 5 Global Cloud Service Providers rely on Megaport transformation 214% growth YTD for cloud service connections In early phase of cloud adoption and posi
Slide 14: Capital Raising
Capital Raising Megaport is conducting a $27.8 million equity raising via the issue of Indicative Timetable For personal use only approximately 13.235 million shares: ● A cornerstone placement to certain strategic investors (including Trading Halt and Announcement of Equity Raising Wednesday June 28
Slide 15: Use of Funds
Use of Funds $ US$1 For personal use only Capital Expenditure Current cash position New Locations (Global) and Platform Upgrades $6.4 $4.8 31 May 2017 Total $6.4M $4.8M Ongoing Operating Costs of Network, Staff $12.4M To bridge to Group EBITDA positive $15.0 $11.25 Total $15.0M $11.25M Development I
Slide 16: Use Case: Woodside
Use Case: Woodside The Woodside case illustrates how Megaport provides cost-effective and flexible For personal use only cloud connectivity, even in remote locations with limited cloud access. Woodside is a $24.7B Australian petroleum exploration and production company with wide Challenge Solution/R
Slide 17: Use Case: Virgin Australia
Use Case: Virgin Australia The Virgin Australia case illustrates a different way for companies to use Megaport For personal use only services, outside of connecting to the cloud. Virgin Australia is a $1.4B company and Australia’s second-largest airline serving 54 destinations nationally and interna
Slide 18: Use Case: News Corp Australia
Use Case: News Corp Australia News Corp leverages Megaport’s SDN for multi-cloud connectivity to support their For personal use only digital media platforms “...The recent addition of Microsoft Azure ExpressRoute as a choice on the Megaport Fabric means that we can now seamlessly interconnect to all
Slide 19: Risks
Risks Dependence on key personnel Megaport depends on the skills and experience of its staff and employees. With Interruptions to operations, including infrastructure, and technology failure Ability to attract and retain employees For personal use only only a small number of employees, it is essenti
Slide 20: Risks
Risks Regulatory compliance Counterparty obligations Megaport is required to comply with the laws governing telecommunications in Megaport currently has operations in Australia, Singapore, Hong Kong, New For personal use only each jurisdiction in which it operates. This may require Megaport to hold
Slide 21: Thank you
Thank you For personal use only On the Web: Megaport.com/investor Megaport.com/newsroom Social /megaportnetworks @megaport @megaportnetwork Contact investor.centre@megaport.com ASX:MP1 21