Ntt Inc · TSE:9432
Ntt — Investor Day (September 2022)
37 slides from Ntt's investor day presentation, Sep 29, 2022
Slide 1: Growth Strategy of NTT Global Data Centers
Growth Strategy of NTT Global Data Centers IR DAY 2022
Slide 2: Forward-looking statements disclaimer
This document is a translation of the Japanese original. The Japanese original is authoritative. The forward-looking statements and projected figures concerning the future performance of NTT and its subsidiaries and affiliates contained or referred to herein are based on a series of assumptions, pro
Slide 3: Global Data Center Team
Global Data Center Team Sharad Sanghi Yasuo Suzuki Doug Adams Acting Senior Executive Vice Executive Vice President, President and CEO, President, Data Center and Data Center Service NTT Global Data Centers Marine Cable, NTT Ltd. NTT Ltd. Americas, Inc. Managing Director, NTT Ltd. India Copyright NT
Slide 4: Global Data Centers Presentation Overview
Global Data Centers Presentation Overview NTT’s Global Data Center Business continues to grow and expand at a rapid rate, with aggressive investments to build new data centers around the globe NTT GDC has a global data center footprint that few competitors can match. Coupled with NTT full stack serv
Slide 5: Growth Strategy of NTT Global Data Centers
Growth Strategy of NTT Global Data Centers IR DAY 2022 Executive Vice President Data Center Service, NTT Ltd. Yasuo Suzuki
Slide 6: Contents
Contents 01 02 03 04 Data Center GDC Footprint GDC Strategy and Market Financial Priorities Dynamics Snapshot 05 06 07 08 Data Center - Expansion Sustainability US business update centric GTM and collaboration with NTT Ltd and NTT Data Copyright NTT CORPORATION 5
Slide 7: Data Center Market Dynamics
Data Center Market Dynamics 6
Slide 8: Data Center Market size by Region
Data Center Market size by Region Double digit growth expected in DC market globally with Asia Pacific leading the race - Global digital trends will rely on the data center infrastructure support. In Billion USD Total $104.4B Total $48.8B Copyright NTT CORPORATION Source: Structure Research Feb, 202
Slide 9: NTT GDC Position in the Market
NTT GDC Position in the Market Global Data Center Colocation Revenue Share1 Global IDC MarketScape Vendor Assessment Leaderboard 1 Equinix 2 Digital Realty 3 NTT GDC 14% Click below for details: 4 CyrusOne 9% 5 KDDI Total Leader in worldwide colocation and $47.3B 6% 6 Cyxtera 58% 3% interconnection
Slide 10: GDC Footprint
GDC Footprint 9
Slide 11: NTT Global Data Centers Footprint
NTT Global Data Centers Footprint 20+ Countries/Regions 93 sites 141 bldgs 1,073 MW IT Power + 702 MW (Launched) (Planned) EMEA APAC Americas UK | London India Japan Tokyo | Osaka| Kyoto China Hong Kong | Shanghai Germany Frankfurt | Munich India Mumbai | Bangalore Malaysia | Cyberjaya US Berlin | H
Slide 12: GDC Financial Snapshot
GDC Financial Snapshot 11
Slide 13: NTT GDC Financial Snapshot (FY18-22)
NTT GDC Financial Snapshot (FY18-22)* • Sustained investment in data center expansion has yielded significant revenue growth of 20.8% CAGR exceeding industry average • Since FY2020, Booking capacity exceeds constructed capacity. Booking Capacity (+40%) Global Financial Metrics (USD b) Booking Capaci
Slide 14: Strategy and Priorities
Strategy and Priorities 13
Slide 15: NTT Global Data center offerings vs competitors
NTT Global Data center offerings vs competitors Company Company Company Company A B C D Wholesale/ Retail colocation Hyperscale colocation Build to Suit Capabilities Cloud Onramps Global Networks and connectivity Managed Services Application Services Copyright NTT CORPORATION 14
Slide 16: NTT GDC Positioning, Strategy, and Priorities
NTT GDC Positioning, Strategy, and Priorities NTT is the leading global data center provider delivering tailored colocation, interconnectivity, and managed service solutions across retail, enterprise, and hyperscale clients Enhanced Client Experience Expand Data Center Offerings • Full Stack NTT Sol
Slide 17: Data Center centric GTM
Data Center centric GTM 16
Slide 18: NTT 'Full stack' service offering
NTT ‘Full stack’ service offering Data centers are the base layer infrastructure upon which the full service stack is built CREATE Drive Cross-Industry Innovation CONNECT Consulting Services + Application Services + IT Services & Managed Services One NTT digital Consulting + Connectivity Services fu
Slide 19: Synergy with Sub-sea Cable
Synergy with Sub-sea Cable Data centers and sub-sea cables are interconnected, this gives NTT a unique to position to provide one-stop solution with end-to-end support, and provide the lowest latency solution to our customers. Oregon California Tokyo Osaka Hong Kong Mumbai Chennai Malaysia Legend: A
Slide 20: Expansion
Expansion 19
Slide 21: Expansion Strategy
Expansion Strategy • Organic Expansion and M&A to drive GDC platform growth across the globe. • Japan is one of the key markets, and NTT will accelerate Data Center investment to capture strong demands. Americas EMEA India APAC Broaden key metro Double-down in FLAP + Sustained investment Regain regi
Slide 22: Global Data Centers: Investing globally to meet local needs
Global Data Centers: Investing globally to meet local needs NTT has significant capital to transform the data center landscape globally. FY2021 FY2022 US US UK US Switzerland India Germany Spain Indonesia India Germany Silicon Valley Hemel Navi Mumbai SV1 Ashburn VA5 Hempstead 4 Phoenix PH1 Zurich 1
Slide 23: Japan Expansion Strategy – Keihanna
Japan Expansion Strategy – Keihanna NTT plans to expand its capacity in West Japan (North Osaka, Keihanna: 30MW+), to accommodate strong demands. Subsidized by Government as digital-infrastructure development in non-metropolitan area, NTT will develop Keihanna DC, which is planned to launch in 2025.
Slide 24: Third-Party Capital Strategy
Third-Party Capital Strategy External Capital to amplify GDC expansion capability – Multiple partnerships now up and running 1 BOM 8 Benefits of Third-Party Capital •24MW Development pre-let to Hyperscaler in Central Mumbai Leverage Optimise Retain •JV formed in May 2021 with external capital Group
Slide 25: Sustainability
Sustainability 24
Slide 26: NTT GDC Sustainability Roadmap
NTT GDC Sustainability Roadmap Planning and analysis (2022-23) Roadmap (2021-22) Started identification and prioritization of Net zero emissions Implementation and across Scope 1 & 2 Aligned global initiatives for each asset sustainability strategy integration (2023-25) in NTT GDC (2030) Conti
Slide 27: US business update and collaboration with NTT Ltd and NTT Data
US business update and collaboration with NTT Ltd and NTT Data 26
Slide 28: Investor Relations: Americas Update
Investor Relations AMERICAS Update Doug Adams | President and CEO September 29, 2022
Slide 29: NTT GDC Americas Overview
NTT GDC Americas Overview Thirteen operational Data Centers in seven key tier-1 data center markets Sacramento Hillsboro (HI1-5) Key Company statistics (CA1-3) Chicago (CH1-3) 7 36 MW operational 52.7 MW 114 MW expansion 36 MW operational US Markets operational 68 MW expansion 13 Operating Data Cent
Slide 30: Modular Design
Modular Design Our strategy is a modular design with fungible inventory that can be transferred between sites which reduces financial risk Quality Speed Flexibility Cost Savings Copyright NTT CORPORATION 29
Slide 31: GDC Americas strategies for success
GDC Americas strategies for success The focus areas below highlight our deliberate journey to re-tool the GDC America business over the past five years People Product Dedicated, sales teams with Redesigned data center products to strategic and durable customer support multiple client segments relati
Slide 32: Highly Experienced Executive Team
Highly Experienced Executive Team Combined 150+ years of data center sector experience across the GDC Americas leadership Doug Adams Ben Stewart Takahiro Wada Chief Executive Officer Senior VP of Operations Vice President, Corporate Planning • Doug has been with GDC Americas for • Ben is a 25-year C
Slide 33: NTT Global Data Centers Unique & Differentiated Positioning
NTT Global Data Centers Unique & Differentiated Positioning Our global data center platform Retail Clients attracts hyperscale clients with our best-in-class data centers Enterprise clients are attracted to the ecosystem of the data center with hyperscale on-ramps plus NTT’s network solutions and Hy
Slide 34: Growth and expansion in Americas region
Growth and expansion in Americas region Over the past 5 years, the GDC Americas team has consciously rebuilt our Go- To-market and supporting teams to capture new customers in new markets with a much larger scale approach Diversified Client base Cloud IT & Software Computing 25% Telecommuni 27% cati
Slide 35: NTT DATA Operational Services in partnership with NTT GDCA
NTT DATA Operational Services in partnership with NTT GDCA NTT DATA ,as Prime, offers Advisory, Implementation Services, Managed Services, and Hosting & Operation to customer where private cloud solution is built into NTT Global Data Center Americas location. NTT DATA x GDCA Hybrid Infrastructure Ma
Slide 36: NTT DATA Operational Services in partnership with NTT GDCA
NTT DATA Operational Services in partnership with NTT GDCA X Copyright NTT CORPORATION 35
Slide 37: One Voice to the Customer – Regional Export of Business
Case Study One Voice to the Customer – Regional Export of Business Iland has been helping customers transform their mission critical applications to the Secure Cloud for hosting, protection and recovery • Leased 500kW in TX1 facility after meeting critical requirements “We need geographic diversity