Reliance Communications Limited · NSE:RCOM
Reliance Communications — Corporate Update (January 2018)
27 slides from Reliance Communications's corporate update, Jan 16, 2018
Slide 1: Cloud and Fiber Initiative
‘Cloud and Fiber Initiative’ Bill Barney CEO, RCOM & Global Cloud Xchange Media Briefing, Mumbai 16 January 2018
Slide 2: Quote from Wilfred Kwan, COO
“We’re going to use our cables to shift the digital universe from Silicon Valley to Central India over the next decade” Wilfred Kwan Chief Operating Officer RCOM & GCX 2
Slide 3: Cloud outsourcing will nestle in India over the next decade
The outsourcing and driving of Clouds will nestle itself in India over the next decade in a similar way as software development, call centers and BPOs did in the last decade… PCs in the 1990s: Salesforce.com We see INDIA has the INDIA: 90% of the Uber human capital and Dropbox connectivity to comp
Slide 4: Data centers and fiber emerging as key building blocks
As in 2000 when infrastructure was at the center of the ecosystem, Data Centers and fiber are again emerging as the key building blocks Cloud Space 4 billion people will use it by 2020 15 to 20 trillion devices will connect to it It will consume more power than Western Europe in a year by 2020
Slide 5: Express subsea cable routes from India into fastest growing economies
Delivering express subsea cable routes from India into the world’s fastest growing economies... 5
Slide 6: Agenda
AGENDA Market Overview Our History and Our Strategy Key Market Drivers Introducing Eagle Cable Specs Timeline Q&As 6
Slide 7: Our History and Our Strategy
Our History and Our Strategy…
Slide 8: We have a solid heritage to build upon going forward
We have a solid heritage to build upon going forward FALCON cable GCX & RCOM system commences Enterprise aligns as one commercial operations Launched business unit VPOPs in FLAG NGN cable system MEA, MPLS GCX named announced. Covers 60 VPN services Hawk cable system Best Managed countries contributi
Slide 9: Vast Network of Submarine Cable Assets
We are the largest owner of submarine cables on the planet and dominate the “Emerging Markets Corridor” Vast Network Of Submarine Cable Assets Number of System Length (rkm) cities connected FEA 16 28,012 FA-1 4 14,491 FNAL 4 9,504 FALCON 19 12,357 HAWK 3 4,334 Total 46 68,698 Cable & Terrestrial Cov
Slide 10: Integrated terrestrial networks connecting large global economies
We are also one of the largest owners of domestic fiber across the “Emerging Markets Corridor” Integrated terrestrial networks connecting large global economies 10
Slide 11: Significant footprint in the building blocks of the Cloud in India
...and have a significant footprint in the building blocks of the Cloud in India 66,928 route kms of intercity fiber backbone, Highly resilient, connecting over 50 cities scalable, and self- 23,344 kms of fiber network in the access or last mile in top 44 cities healing global network Large sp
Slide 12: Building a technology company at the crossroads of where the future clouds will migrate
We are building a technology company sitting at the crossroads of where the future “CLOUDS” will migrate Global Fiber Network Emerging Markets Corridor New Product Delivery Networks The Emerging Market’s largest and Presence Full suite of world-class Cloud services with highest capacity subsea c
Slide 13: Key Market Drivers
Key Market Drivers...
Slide 14: Market Driver #1: The Rise of the Clouds
Market Driver #1: The Rise of the Clouds Global Cloud Services Spending growing significantly This year, we will have 4.9 billion In 2015, over 1.4 billion smart connected things....some predict that phones will be shipped and by 2020 by 2020, the number of Internet- we will have a staggering 6.1 bi
Slide 15: Market Driver #1: The Rise of the Clouds
Market Driver #1: The Rise of the Clouds Cloud is no longer just a way to create cheap enterprise computing – it is revolutionizing how people use data! FIRST WAVE SECOND WAVE THIRD WAVE Constrained Data... Data Explosion / Chaos... Mass Data Intelligence... Monolithic Systems, Expensive Storage, De
Slide 16: Market Driver #2: There will be new New Media Companies
Market Driver #2: There will be “new” New Media Companies The rising tide of next generation tech companies will continue to drive growth in foreseeable future Each New Computing Cycle = 10x > Installed Base than Previous Cycle Devices or users in millions; logarithmic scale More than just Phones… S
Slide 17: Market Driver #3: The Emerging Markets Corridor
Market Driver #3: The Emerging Markets Corridor At the Heart of where Enterprises and OTTs will focus in the next decade THE EMERGING MARKETS CORRIDOR The Emerging Market corridor connects over 2.0bn internet subscribers currently and is expected to account for over 70% of the world’s smart phone gr
Slide 18: Market Driver #3: The Emerging Market Corridor
Market Driver #3: The Emerging Market Corridor The Emerging Markets will dominate GDP and Internet growth in the next decade... Real GDP Growth Contribution by Region, 1985 / 2017 The world’s fastest growing economies Forecast GDP growth, 2017 1985 2017 $19T = World GDP $127T = World GDP +4% Y/Y +3%
Slide 19: Market Driver #4: Infrastructure and Bandwidth Demands
Market Driver #4: Infrastructure and Bandwidth Demands Challenges are compounded by the fact that that new technologies are needed in Emerging Markets where infrastructure is limited… 4 8 22 73 89 236 6 272 161 61 12 2 7 99 123 84 160 49 17 9 341 21 19 228 16 395 67 22 41 19 202 37 130 2 38 67 13 2
Slide 20: Market Driver #4: Infrastructure and Bandwidth Demands
Market Driver #4: Infrastructure and Bandwidth Demands Demand should continue as most new Internet users will be in India or its neighboring countries in the next five years… 217 615 1,846 2,206 39 320 2016 105 141 ~3.66B Internet Users Internet Users (mn) 341 845 Potential New Users (mn) 241 385 Af
Slide 21: Introducing the Eagle Subsea Cable System
Introducing the Eagle Subsea Cable System
Slide 22: We Launched Our Cloud and Fiber Initiative: Eagle West
We Launched Our “Cloud and Fiber Initiative” EAGLE WEST SUBSEA SYSTEM OVERVIEW FIRST EXPRESS INDIA-EUROPE (Italy) Subsea Cable system The new infrastructure will go from India to Italy – with Potential BUs for cable landings in Med Europe, Red Sea and Middle East Potential future BUs in Djibou
Slide 23: We Launched Our Cloud and Fiber Initiative: Eagle East
We Launched Our “Cloud and Fiber Initiative” EAGLE EAST SUBSEA SYSTEM OVERVIEW EXPRESS ROUTE MUMBAI- HONG KONG transiting Thailand Optional BUs to Chennai, Myanmar, Indonesia, Philippines Singapore branch landing – neutral Pop landing Potential future BUs in Maldives (to connect to the Austr
Slide 24: Eagle will connect into our Domestic India Network
Eagle will connect into our Domestic India Network to deliver diverse connectivity to all major hubs and GCX Submarine CLS and PoPs DEL Mumbai-Bangaluru Route -1 Bangaluru - Chennai FALCON CLS DF MMB DF Mumbai-Pune DF PUN SMW4, FEA, MMR Route-2 Pune-Hyderabad Hyderabad- Chennai Inter City Links Intr
Slide 25: Target RFS: December 2020
ReLIANCe CLOGS XCHANGE Hong Kong Target RFS: December 2020
Slide 26: Questions?
Questions?
Slide 27: (© GLOBAL
(© GLOBAL RELIANCE © ® Grou XCHANGE @ RELIANCE company
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