Megaport Ltd. · ASX:MP1
Megaport — Investor Presentation (October 2019)
17 slides from Megaport's investor presentation, Oct 9, 2019
Slide 1: Investor Presentation October 2019
For personal use only Investor Presentation OCTOBER 2019 Megaport Limited | ACN 607 301 959 | ASX: MP1
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) Enterprise Cloud Strategy 1000+ Employees 9% Multiple Private 17% Multiple Public Single Public 10% Multicloud 84% Single Private 3% 3% 58% Hybrid Cloud No Plans Total of: BPaaS, PaaS, SaaS, Cloud Management & Security
Slide 5: The Leader in Network as a Service (NaaS)
The Leader in Network as a Service (NaaS) For personal use only Megaport’s Connectivity Model Traditional Connectivity Pricing Pay for what you use, no setup fees Expensive locked-in pricing model, expensive setup costs Speed Real-time provisioning (59 seconds) Long setup times (one week – several m
Slide 6: Connectivity Ecosystem
Connectivity Ecosystem For personal use only 90 Unique Data Megaport’s Unique 346+ Service Providers 1,490+ Customers Centre Operators Value Proposition Scalable and on demand Multicloud connectivity Private and Secure Flexible Terms 6
Slide 7: Business Update: FY19 Full Year Results
For personal use only Business Update FY19 Full Year Results 7
Slide 8: Company Highlights FY19
Company Highlights FY19 For personal use only +82% +82% +44% Monthly Recurring Revenue1 Annualised Revenue2 Total Number of Customers $2.0M* $3.6M $23.8M $43.3M 1,038 1,490 30 JUNE 2018 30 JUNE 2019 30 JUNE 2018 30 JUNE 2019 30 JUNE 2018 30 JUNE 2019 +76% +48% +36% 3 Total Number of Services Total N
Slide 9: Regional Highlights FY19
Regional Highlights FY19 For personal use only Asia Pacific North America Europe Global FY19 FY19 FY19 FY19 $13.3M $13.6M $8.2M $35.1M $4.9M 59% $8.2M 154% $2.2M 36% $15.3M 78% FY18: $8.4M FY18: $5.4M FY18: $6.0M FY18: $19.8M Note: Growth rates are calculated using the actual $ values. 9
Slide 10: Growth Trends
Growth Trends For personal use only Ecosystem richness drives greater service connection opportunities Growth in services indicates overall customer usage on the Network Increased Services per Port drives greater MRR* growth and increased Revenue per Port MRR* has grown to $3.6M, up 82% from June 20
Slide 11: Growth FY19
Growth FY19 300 1490 For personal use only Revenue Growth 221 1038 The increase in Services per Port directly increases Port value Average Revenue per Port* $720 $887 FY18 +36% +44% June 2018 June 2019 FY19 11561 4069 $167 / 23% 2755 6567 # +48% +76% * MRR divided by number of Ports at reporting per
Slide 12: Megaport Cloud Enablement
Megaport Cloud Enablement For personal use only 132 Total Onramps *Increase: 24 +22% - San Francisco - Asia Pacific SE1 (Singapore) - Asia Pacific South - US East US - Sydney Total Onramps - Santa Clara - Asia Pacific SE2 (Sydney) - EU (UK) - Central EU - Ashburn - CN-Hong Kong - EU (Germany) - US W
Slide 13: Megaport Cloud Router introduction
For personal use only Megaport Cloud Router (MCR) equips anyone with virtual routing capabilities for on-demand private connectivity at Layer 3 from key routing zones around the world.
Slide 14: Megaport Cloud Router (MCR)
Megaport Cloud Router (MCR) For personal use only Average Monthly Revenue Customer Breakdown per Customer1 Customer Benefits $2,307 $3,967 8% Ease of Use Non MCR Customer MCR Customer No Customer Infrastructure Needed Avg Services per Customer2 Real-Time Provisioning 7.4 11.9 92% Non MCR Customer MC
Slide 15: 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 15 Connectivity Networking Layer 3
Slide 16: 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 17: Thank you
For personal use only Thank you ASX: MP1 Social /megaportnetworks On the Web @megaport Megaport.com/investor Megaport.com/newsroom @megaportnetwork 17