Nextdc Limited · ASX:NXT
Nextdc — Investor Day (May 2017)
35 slides from Nextdc's investor day presentation, May 9, 2017
Slide 1: Adam Scully, Group Executive – Sales and Marketing
For personal use only ADAM SCULLY GROUP EXECUTIVE – SALES AND MARKETING nextdc.com
Slide 2: Corporate Data Centres and Server Rooms in Australia
CORPORATE DATA CENTRES AND SERVER ROOMS IN AUSTRALIA For personal use only
Slide 3: For personal use only
For.personal use-only
Slide 4: For personal use only
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Slide 5: Hybrid Is the New Normal
For personal use only HYBRID IS THE NEW NORMAL
Slide 6: For personal use only
For personal use only
Slide 7: Hybrid Complexity Equals Integrator Opportunity
For personal use only HYBRID COMPLEXITY EQUALS INTEGRATOR OPPORTUNITY nextdc.com
Slide 8: Partner Strategy
For personal use only PARTNER NATIONAL CONSISTENT SCALABLE RELIABLE STRATEGY POWERFUL CONNECTED SUSTAINABLE INTELLIGENCE
Slide 9: Multi-Channel Go-To-Market
MULTI-CHANNEL GO-TO-MARKET For personal use only nextdc.com
Slide 10: Partner Productisation
For personal use only PARTNER PRODUCTISATION nextdc.com
Slide 11: Channel Partner Ecosystem
CHANNEL PARTNER ECOSYSTEM For personal use only 350+ CHANNEL PARTNERS 4000+ PARTNER SALESPEOPLE
Slide 12: Gartner quote on digital ecosystems
“ For personal use only Your new digital platform will allow you to participate in the evolving world of business, government, and consumer ecosystems because ecosystems are the next evolution for digital. It’s how you compete at scale. Peter Sondergaard, Senior Vice-President and Global Head of Res
Slide 13: Why Multi-Sided Platforms Work
WHY MULTI-SIDED PLATFORMS WORK For personal use only Solving a hard coordination problem Network effects are the most significant is the key: Airbnb and Uber way to create moat and generate profit What is MSM? Software, application or service creating value by facilitating direct interactions betwee
Slide 14: For personal use only
For personal use only
Slide 15: For personal use only
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Slide 16: Build a Seamless Hybrid Cloud Solution
BUILD A SEAMLESS HYBRID CLOUD For personal use only SOLUTION Connect to Australia’s largest independent network of cloud and ICT providers nextdc.com
Slide 17: Cloud Centre
For personal use only Cloud Centre
Slide 18: NetDocuments customer testimonial
Alvin Tedjamulia CTO For personal use only “As the leading cloud-based document and email management provider for law firms and financial institutions, NetDocuments relies on world-class companies like NEXTDC to build and support a best-of-breed technology infrastructure that will ensure a highly se
Slide 19: Australia's Largest Network of Neutral Colocation Data Centres
AUSTRALIA’S LARGEST NETWORK 100% CARRIER & VENDOR NEUTRAL OF NEUTRAL COLOCATION DATA CENTRES Benefit from our rapidly expanding Cloud Centre ecosystem where you can search and select potential suppliers, partners and customers for your business across our entire data centre network. For personal use
Slide 20: Interconnect Your World
INTERCONNECT YOUR WORLD For personal use only In the digital age, interconnectivity is your competitive edge.
Slide 21: Customer by Industry
CUSTOMER BY INDUSTRY For personal use only Customer by industry1,2 Utilisation by density3 5% 6% 7% Enterprise 25% Cloud 33% Connectivity 12% More than 6kW System Integrators 42% 4kW to 6kW Government 3kW or less Financial Services Digital Media 17% 33% 20% 1. As at 31 December 2016 2. Percentages r
Slide 22: The Enterprise Customer Buying Journey
For personal use only THE ENTERPRISE CUSTOMER BUYING JOURNEY
Slide 23: The Digital Age Is Forcing Fundamental Change
For personal use only THE DIGITAL AGE IS FORCING FUNDAMENTAL CHANGE
Slide 24: How will disruption change the rules of risk?
How will the evolving forces of disruption change the For personal use only RULES OF RISK?
Slide 25: Data Retention, Data Breach, Data Sovereignty
DATA RETENTION For personal use only DATA BREACH DATA SOVEREIGNTY nextdc.com
Slide 26: Consumption Economics Is a Powerful Driver of Hybrid Cloud and Colocation
CONSUMPTION ECONOMICS IS A For personal use only POWERFUL DRIVER OF HYBRID CLOUD AND COLOCATION Public Hybridised Private cloud cloud cloud CONNECTING THE CLOUDS nextdc.com
Slide 27: Microsoft says 50% of workloads in the cloud by 2020
“ For personal use only Microsoft says 50% of all workloads will be in the cloud by 2020 Phil Goldie, Director Partner and Business Development, Microsoft Australia nextdc.com 27
Slide 28: The other 50% will remain in corporate networks
For personal use only The other 50% will remain in corporate networks Gartner Cloud Office Initiative 2015
Slide 29: The Evolution of a Typical Customer DC
THE EVOLUTION OF A TYPICAL CUSTOMER DC For personal use only ~ 50% of workloads migrate to Public and Private clouds Supply Chain Authentication Test & Dev Web Financial Sales and Security CRM Analytics Logistics Manufacturing Email Back up Product Design Property Storage DR Archiving Systems Core S
Slide 30: Enterprise Hybrid Example
ENTERPRISE HYBRID EXAMPLE For personal use only S1 Cage in Sydney and Melbourne • Private Cloud (vBlocks) • Colocation • Public cloud via AXONVX Diverse connectivity • Two carrier services M1 • AXONVX intercap nextdc.com
Slide 31: Cloud Architecture Is Not a Zero Sum Game
CLOUD ARCHITECTURE For personal use only IS NOT A ZERO SUM GAME nextdc.com
Slide 32: Microsoft
For personal use only Microsoft
Slide 33: AWS
For personal use only AWS
Slide 34: Cloud provider regions and zones map
Netherlands . Finland ° London . Frankfurt lowa 3] Montreal ‘4 Belgium . rsa Virginia (2 ] Tokyo ° * S$ Carolina (3) Taiwan 9 Mumbai > Oregon California « * Sao Paulo MH Current Regions & Number of Zones* ©) Future Regions & Number of Zones* * While some regions may launch with 2 zones, all regions
Slide 35: A Booming Market Opportunity
A BOOMING MARKET OPPORTUNITY For personal use only APAC DC market the fastest growing of any region: • 2016 revenue US$14.13B • 14.7% CAGR to 2022 • 2022 revenue US$31.95B Source: Frost & Sullivan (March 2017) Supply deficit predicted in Australia in next 3 years New DC capacity in Sydney and Melbou