Slide 1: Reshaping the Australian Data Centre Landscape
For personal use only Reshaping the Australian Data Centre Landscape Investors Presentation March 2011 www.nextdc.com info@nextdc.com
Slide 2: For personal use only
For personal use only www.nextdc.com info@nextdc.com 2
Slide 3: Disclaimer
Disclaimer For personal use only The information contained in this document or discussed at the presentation is confidential and is provided to you solely for your information and by receiving the information and attending the presentation you agree that you will treat the information confidentially
Slide 4: NEXTDC Vision
NEXTDC Vision For personal use only “To become the most recognised, connected and trusted data centre brand in Australia and New Zealand” www.nextdc.com info@nextdc.com 4
Slide 5: Australian Data Centre Crisis
For personal use only [Australian] Data Centre Crisis www.nextdc.com info@nextdc.com 5
Slide 6: Australian Data Centre Crisis
Australian Data Centre Crisis For personal use only “Frost & Sullivan - Over 80 percent of the major data centres in Asia-Pacific are running at close to 90 percent capacity and space is at a premium” 12 February 2010 “Gartner Warning - Crisis ahead for Oz datacentres: many close to capacity” 7 Marc
Slide 7: Australian Data Centre Crisis – Why?
Australian Data Centre Crisis – Why? For personal use only Capital Data centre construction requires significant upfront capital which tends to exhibit higher risks Leads to the build out of smaller facilities by providers where data centre services are an “add-on” Leads to conservative inve
Slide 8: NEXTDC the Cloud Enabler
For personal use only NEXTDC the [Cloud Enabler] www.nextdc.com info@nextdc.com 8
Slide 9: NEXTDC the "Cloud Enabler"
NEXTDC the “Cloud Enabler” For personal use only “NEXTDC is enabling the cloud revolution, by delivering a national network of independent cloud centres that provide the geographical diversity, high availability, connectivity, and power efficiency required for organisations to successfully transitio
Slide 10: NEXTDC Business Update
For personal use only NEXTDC [Business Update] www.nextdc.com info@nextdc.com 1 0
Slide 11: Ted Pretty Joins NEXTDC
Ted Pretty [Joins NEXTDC] For personal use only Mr Pretty joins NEXTDC on 1 April 2011 as Executive Deputy Chairman Brings extensive experience in managing high growth and successful IT and Telecommunications companies Served as Group Chief Executive Officer at Gulf Finance House Former Chai
Slide 12: Sales Update
[Sales] Update For personal use only Binding Heads of Terms with Harbour MSP executed for 1,000m² of data centre services in M1, effectively taking 50% of the initial available capacity at November 2011 well ahead of initial internal expectations Current qualified sales pipeline already showing
Slide 13: Capital Recycling Program (CRP)
Capital Recycling Program [CRP] For personal use only Re-invest property investment (yield of 8% - 10%) to data centre infrastructure assets (yield 15% - 30%) via sale and leaseback arrangement Potential to realise development profits on capital invested in greenfield developments Management f
Slide 14: Typical Data Centre Capital Return Models
Typical Data Centre [Capital Return Models] For personal use only In data centre, capital returns are interconnected to risk profile www.nextdc.com info@nextdc.com 14
Slide 15: Team Update
[Team] Update For personal use only Putting together a highly experienced, energetic and result driven team Glen Morcom new Project and Facilities Manager for M1. Substantial experience in managing critical infrastructure within previous role as Building and Electrical Services Manager at Crown
Slide 16: Sydney Announcement
[Sydney] Announcement For personal use only Located in a suburb in Northern Sydney the site is approximately 12 kilometres north-west of Sydney CBD. Adjacent to Sydney’s foremost business park precinct and approximately 6 kilometres from Australia’s major financial institution data centre. Locat
Slide 17: Sydney Opportunity
[Sydney] Opportunity For personal use only Australia’s financial hub and strategic location for NEXTDC in providing a national solution. Notable neutral players include Global Switch and Equinix who are either full or near full with Equinix Syd-3 to go live Q3 2011 Some activities within syste
Slide 18: Brisbane B1 Facility Update
[Brisbane] B1 Facility Update For personal use only Major Item Status Expected Live Date 31 May, 2011 Transformers Arrived HV Switchgear 2 weeks Low Voltage MSB 2 weeks Generators 2-3 weeks UPS Arrive April Floor clearing and base fitout initial DC space 80% complete Additional diverse carrier lead-
Slide 19: Brisbane B1 Facility Update
[Brisbane] B1 Facility Update For personal use only B1 walkthrough video available at www.nextdc.com/blog www.nextdc.com info@nextdc.com 19
Slide 20: Melbourne M1 Facility Update
[Melbourne] M1 Facility Update For personal use only Major Item Status Expected Live Date Nov. 2011 Base building design Completed Building and Development Approval Approved Finalise electrical and mechanical design for stage 1 2 weeks Piling Works to commence 2-3 weeks HOA with Builder FDC Project
Slide 21: Melbourne M1 Facility Update
[Melbourne] M1 Facility Update For personal use only M1 walkthrough video available at www.nextdc.com/blog www.nextdc.com info@nextdc.com 21
Slide 22: NEXTDC National Portfolio
NEXTDC [National] Portfolio For personal use only www.nextdc.com info@nextdc.com 22
Slide 23: The New Board
The [New] Board For personal use only Roger Clarke Ted Pretty Craig Scroggie Non-Executive Chairman Executive Deputy Chairman Non-Executive Director Bevan Slattery Greg Baynton Robin Khuda Executive Director and CEO Non-Executive Director Executive Director and CFO www.nextdc.com info@nextdc.com 23
Slide 24: ONEDC is coming soon…
For personal use only ONEDC is coming soon… www.nextdc.com info@nextdc.com 24
Slide 25: Industry overview
For personal use only Industry overview www.nextdc.com info@nextdc.com 2 5
Slide 26: What is a Data Centre?
What is a Data Centre? For personal use only Facility typically used to house networking, data storage and communications technology infrastructure including Servers Storage devices Switches Routers Fibre optic transmission equipment High level of physical security and monitoring On
Slide 27: Different Operator Models
Different Operator Models For personal use only Independent/Neutral (e.g. NEXTDC, Equinix, Global Switch) Provides space with core infrastructure including power and cooling in a secure environment Carrier neutral (not owned or operated by a carrier) Systems integrator neutral (not owned or
Slide 28: Data Centre Growth Drivers
For personal use only Data Centre Growth Drivers www.nextdc.com info@nextdc.com 2 8
Slide 29: The Rise of Virtualisation
The Rise of Virtualisation For personal use only Virtualisation, blade servers, massive storage arrays are all driving the need for high power density and cooling per metre of data centre floor space Cause Effect Source: Gartner www.nextdc.com info@nextdc.com 29
Slide 30: The Rise of Cloud Computing
The Rise of Cloud Computing [Public and Private Cloud] For personal use only www.nextdc.com info@nextdc.com 30
Slide 31: The Rise of Cloud Computing
The Rise of Cloud Computing [Public and Private Cloud] For personal use only “Cloud computing is the top technology priority for CIOs. It expects that around 70 percent of transactions for most organisations will be done in some form of cloud environment by 2020” - Gartner 2011 CIO Agenda Survey “Cl
Slide 32: The Rise of Mobile Computing
The Rise of Mobile Computing [Data Anytime, Anywhere] For personal use only www.nextdc.com info@nextdc.com 32
Slide 33: The Rise of Mobile Data
The Rise of Mobile Data For personal use only Global mobile data traffic will increase 26 times from 2010 to 2015 and APAC will generate nearly one third of all mobile data traffic by 2015 www.nextdc.com info@nextdc.com 33
Slide 34: The Fall of Internet Access Costs
The Fall of Internet Access Costs [collapse of IP transit prices] For personal use only In the past 12-18 months IP transit prices have fallen by at least 50% in Australia bringing it in line with Hong Kong. Australia now a hosting option for global application service providers. Source: Telegeograp
Slide 35: The Rise of Data Centre Outsourcing
The Rise of Data Centre Outsourcing For personal use only Many CIO’s are now faced with a decision to upgrade or outsource. www.nextdc.com info@nextdc.com 35
Slide 36: For further information, please contact
For personal use only For further information, please contact: Bevan Slattery Robin Khuda Chief Executive Officer Chief Financial Officer M: 07 3177 4777 M: 07 3177 4777 E: bevan.slattery@nextdc.com E: robin.khuda@nextdc.com www.nextdc.com info@nextdc.com