Megaport Ltd. · ASX:MP1
Megaport — Investor Presentation (November 2017)
14 slides from Megaport's investor presentation, Nov 10, 2017
Slide 1: Megaport RBC Capital Markets Presentation
For personal use only Megaport RBC Capital Markets Presentation November 2017 Megaport Limited ACN 607 301 959 Note / Strictly Private & Confidential
Slide 2: Industry Growth Trends
Industry Growth Trends For personal use only Enterprise Cloud Service Spend ($B) 95% of Respondents are using Cloud 22% 67% 5% Public Hybrid Private Cloud Cloud Only Only Public 89% Private 72% Total of: BPaaS, PaaS, SaaS, Cloud Management & Security Services, Cloud Advertising Source: RightScale 20
Slide 3: Connecting everyone to everything
Connecting everyone to everything The Megaport Software Defined Network (SDN) brings greater cloud connectivity to the enterprise. For personal use only There are over 4000 commercial 165 Megaport-enabled Approximately 80 Cloud Service enterprise data centres data centres Provider owned on-ramp loca
Slide 4: Who is Megaport?
Who is Megaport? For personal use only Pay for what you use Ease of use Fast, instant, and secure Leading service providers Who we connect Enterprises Cloud service providers Data centre operators Network service providers 4
Slide 5: Global Ecosystem
Global Ecosystem Direct, secure connectivity to hundreds of cloud and network service providers. For personal use only 780+ 240+ 170+ *Active Customers **Service Providers Locations 5 *Customer = at least one ordered service as at June 30 2017. **available on Megaport Exchange
Slide 6: 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 7: KPI Growth: Months
KPI Growth: 15 Months For personal use only Total number of data centres Total number of ports Total number of services 102 173 736 2064 1500 4422 JUNE 2016 SEPT 2017 JUNE 2016 SEPT 2017 JUNE 2016 SEPT 2017 Total number of customers Monthly Recurring Revenue* Annualised Revenue * 314 783 $308k $1.31
Slide 8: Growth Trends
Growth Trends * Ecosystem richness For personal use only drives greater service connection opportunities Growth in services is an indicator of overall customer usage on the network Increased services per port drives greater Monthly Recurring Revenue (MRR) growth and increased revenue per port ** 8 8
Slide 9: Building the Network Effect
Building the Network Effect For personal use only Megaport Service Connections 66% of Direct Ports Public Cloud Services connections Dec 2015 Dec 2016 Sept 2017 originate from data centres Service without public Connection Types cloud onramps Direct Public Cloud Internet Exchange Private Connection
Slide 10: Strategic Partnerships
Strategic Partnerships For personal use only Master Agencies Data Centre Operators Cloud and Managed Service Provider Vast agency sales resources Resellers of Megaport services Aligned with Product and Sales organizations Aligned to solution-sell via solution architects White labelled Megaport servi
Slide 11: Use Case: News Corp Australia
Use Case: News Corp Australia News Corp leverage the Megaport SDN to access 3 cloud providers as well as the For personal use only MegaIX peering platform. “...The recent addition of Microsoft Azure ExpressRoute as a choice on the Megaport Fabric means that we can now seamlessly interconnect to all
Slide 12: Case Study: G-Core Labs
Case Study: “ We’ve researched and For personal use only G-Core Labs is a Luxembourg based global IT solutions provider offering managed hosting, CDN and cloud services. found no such provider in Asia except Megaport, Challenge who provides true To scale mission-critical infrastructure in a cost eff
Slide 13: Executive Team
Executive Team For personal use only Vincent English Belle Lajoie Eric Troyer Tim Hoffman Chief Executive Officer Chief Commercial Officer Chief Marketing Officer Chief Technical Officer Haidee Van Ruth Anna Hale Helen Storckmeijer Chief Financial Officer General Counsel People and Culture Manager 1
Slide 14: Thank you
For personal use only Thank you Social On the Web: ASX: MP1 /megaportnetworks Megaport.com/investor @megaport Megaport.com/newsroom @megaportnetwork