Megaport Ltd. · ASX:MP1
Megaport — Investor Presentation (May 2019)
15 slides from Megaport's investor presentation, May 15, 2019
Slide 1: Megaport Investor Presentation
For personal use only Megaport Investor Presentation May 15th, 2019 Megaport Limited ACN 607 301 959
Slide 2: About Megaport
For personal use only About Megaport 2
Slide 3: Who is Megaport?
Who is Megaport? For personal use only Pay for what you use Ease of use Secure and on-demand Leading service providers Who we connect Enterprises Cloud service providers Data centre operators Network service providers 3
Slide 4: Industry Growth Trends
Industry Growth Trends For personal use only Enterprise Cloud Service Spend ($B) Cloud Data Centre Traffic Gartner Forecasts Worldwide Public Cloud Revenue to Grow 21.4 Percent in 2018 1 ZB = 10007bytes Total of: BPaaS, PaaS, SaaS, Cloud Management & Security Services, Source: Gartner, 2018 Source:
Slide 5: Network as a Service
Network as a Service For personal use only Megaport’s Connectivity Model Traditional Connectivity 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) (one week – several months) Capacity Elasti
Slide 6: Connecting Everyone to Everything
Connecting Everyone to Everything For personal use only 82 unique data centre Megaport’s unique 300+ service 1,400+ customers* operators value proposition providers Scalable and on demand Multicloud connectivity Private and secure Flexible terms 6 *As at 30 April 2019
Slide 7: Business Update Q3 FY19
For personal use only Business Update Q3 FY19 7
Slide 8: Group KPIs
Group KPIs For personal use only Total Installed Data Centres Total Number of Ports Total Number of Services3 245 264 3,344 3,668 8,735 10,374 31 DEC 2018 31 MAR 2019 31 DEC 2018 31 MAR 2019 31 DEC 2018 31 MAR 2019 Total Number of Customers Monthly Recurring Revenue1 Annualised Revenue2 1,277 1,367
Slide 9: MRR Growth Trends
MRR Growth Trends For personal use only Growth in services is an indicator of overall customer usage on the network $3.1m Increased services per Port drives greater MRR1 growth and increased revenue per Port $1.8m MRR1 has grown to $3.1M, up 72% from March 2018 Mar 18 Mar 19 MRR1 +72% 1 Monthly Recu
Slide 10: Growth Q3 FY19
Growth Q3 FY19 What’s driving For personal use only revenue growth? Average Revenue per Port1 Dec 2018 Mar 2019 $812 $848 $36 / +4% GROWTH The increase in services per Port directly increases Port value +8% +7% +10% +19% 1 MRR divided by number of Ports at reporting period end date 2 Total services
Slide 11: Megaport Cloud Enablement
Megaport Cloud Enablement 125 68 For personal use only Total Onramps Cloud regions - Asia Pacific SE1 - Asia Pacific - US East US (Singapore) South - Central EU - Asia Pacific SE2 (Sydney) - EU (UK) - US West *Increase: 10 +4% *Increase: 3 +4% - - CN-Hong Kong US West 1 (Silicon Valley) - - EU (Germ
Slide 12: Megaport Cloud Router
Megaport Cloud Router Ze — SL. VW //
Slide 13: Cloud to Cloud Routing
Cloud to Cloud Routing For personal use only Partner Direct Peering Interconnect (Layer 3) (Layer 2) Virtual Networking Managed Layer 3 Cloud to Cloud Hybrid Cloud at Localised Traffic 13 Connectivity Networking Layer 3
Slide 14: Important Information
Important Information For personal use only Megaport Limited ACN 607 301 959 Nothing in this presentation should be construed as either an offer to sell or a solicitation of an offer to buy or sell Megaport securities in any jurisdiction. No representation or warranty, expressed or implied, is made
Slide 15: Thank you
For personal use only Thank you ASX: MP1 Social /megaportnetworks On the Web @megaport Megaport.com/investor Megaport.com/newsroom @megaportnetwork