Infratil Limited · NZX:IFT
Infratil — Investor Day (2017)
15 slides from Infratil's investor day presentation, 2017
Slide 1: Infratil Investor Day 2017
Infratil Investor Day 2017
Slide 2: Overview: CDC provides highly secure outsourced data centre services
Overview A datacentre houses an organisation’s computer systems and associated equipment CDC provides highly secure for data storage and processing. outsourced data centre Canberra Data Centres (CDC) provides critical services by accommodating their IT infrastructure in services to the Australian an
Slide 3: Overview: Fyshwick and Hume Campuses
Overview Fyshwick Campus 2 data centres Fyshwick 1 — operational 2015 Fyshwick 2 — development Total of 39 MW capacity ‘Secret’ security accreditation, designed for ‘Top Secret’ 100+ Pods 2,300+ Racks Fyshwick Hume Campus Brisbane 3 data centres; Hume 1,2 & 3 Total of 21 MW capacity Sydney Operation
Slide 4: Trends in the addressable market
Trends in the addressable market There are three major growth drivers in CDC’s target market: The Federal Government data centre market is 1. Data Growth • Move from analog to digital a unique segment with • ‘Data Explosion’ – hundredfold increase in the next decade (Data61) significant advantages •
Slide 5: Global trend in data centre storage capacity
Trends in the addressable market 2,000 Global trend 1,842 Installed Storage Capacity (EB) in Data Centre 1,500 1,405 Storage Capacity 1,065 70% 1,000 782 546 500 382 18% 45% 20% 35% 12% 0 2015 2016 2017 2018 2019 2020 Traditional Data Centre Private Cloud Data Centre Public Cloud Data Centre Source:
Slide 6: Trends in the addressable market
Trends in the addressable market Federal Government predicted 'Cloud' solutions expected to be $1.1Bn CDC success rate — 75% to per annum by 2019 Federal Government Data 85% of the ACT outsourced Centre outsourcing has been Data Centre market — John Sheridan (2016) growing by c.25% p.a. over CTO Aus
Slide 7: Current dynamics of Government procurement
Current dynamics of Government procurement › Cyber issues › Election Cycle — Double Dissolution Federal Election › Central review of all Government IT Projects > $10m › Client project delays › Whole of Government procurement initiatives › Procurement moving to DTA › Government initiatives • Hyper sc
Slide 8: Why Government chooses (and stays at) CDC
Unique Attributes Why Government chooses (and stays at) CDC: Must Have: Added Value: › High success rate with Federal Government tenders › Panel Membership › Power efficiency — designed PUE < 1.3 › Proximity › Dual sites — 2 sites < 15 kms apart › Contracts are long term and › Track record › Speed t
Slide 9: Unique Attributes: Competitive Advantages
Unique Attributes Competitive Advantages that give CDC a highly defensible position: CDC has developed a tailored premium offering DESIGN + LEADERSHIP CRITICAL that serves specific › World Class adaptable design INFRASTRUCTURE & SECURITY demands unique to › Modular, scalable, efficient and future pr
Slide 10: Ecosystem: Colocation is becoming the nexus of cloud and enterprise IT
Ecosystem “Colocation is quickly becoming the nexus of both cloud and enterprise IT” — James Bourne, Cloud Computing “The colocation market is serving as ‘data centre arms dealer’ to both enterprises and the cloud. In this process, colocation is often becoming the strategic connection point between
Slide 11: The CDC Ecosystem is organic and self reinforcing
Ecosystem Security The CDC Ecosystem Fyshwick is organic and self reinforcing. Critical Infrastructure Trusted partner with critical mass of Government customers CDC CDC Design + Ecosystem Leadership Connectivity Hume 11
Slide 12: The CDC Ecosystem is unique and grows stronger
Ecosystem Top Secret The CDC Ecosystem is unique and grows Individual Agencies stronger with every Contracted (On premise client that joins it. replacement) Unclassified Secret Managed Cloud Service Service Providers Shared Services within Government 12 Protected
Slide 13: Opportunities: Growth and Development
Opportunities Growth Development › Growth from existing customers › Fyshwick 2 › Growth from new Government customers › New facility in new geography › Opportunities in Hyperscale Cloud partners › Expansion of service offering › Growth in specialised assured Cloud platforms › Mergers & Acquisitions
Slide 14: Key Points
Key Points CDC has established a Market leader CDC has an advantaged market position › CDC operates 2 scalable Data Centre › CDC is well positioned to capitalise on the clear market leadership campuses in Canberra providing highly secure expected strong market growth position in the provision of out
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