NEXTDC INVESTOR DAY 9 May 2017 NEXTDC LIMITED ACN 143 582 521 nextdc.com 1
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More data has been created in the past 2 years than in the entire previous history of the human race… 3
Ecosystems Customer Growth Opportunity Autonomous Experience Data Centres
Craig Scroggie Simon Cooper Chief Executive Officer Oskar Tomaszewski Chief Operating Officer Chief Financial Officer David Dzienciol Mark Dougan Adam Scully Chief Customer Officer Managing Director Group Executive EVP of Technology Australia & New Zealand Sales and Marketing Frost & Sullivan
LEADING NATIONAL NETWORK OF NEUTRAL DATA CENTRES
Revenue ($m) 60 97% CAGR 50 40 30 20 10 0 2H13 1H14 2H14 1H15 2H15 1H16 2H16 1H17
EBITDA ($m) 25 20 15 10 5 0 -5 -10 -15 2H13 1H14 2H14 1H15 2H15 1H16 2H16 1H17
GENERATION 2 KICKS OFF HALF A BILLION IN NEW DATA CENTRE INFRASTRUCTURE INVESTMENT Gen 2 (MW) Gen 1 (MW) nextdc.com nextdc.com 10 10
The world’s most valuable resource is no longer oil, but data nextdc.com 11
The 4th Industrial Revolution THE 4TH INDUSTRIAL REVOLUTION 1st 2nd 3rd 4th Mechanisation, Mass Computer Cyber water power, production, and physical steam power assembly line, automation systems electricity “The past 250 years has seen a few select inventions, namely the steam engine, electrification and the microprocessor, spur the past three industrial revolutions and ‘catalysed human progress’. The fourth will be driven by data – ‘the electricity of our age’, as well as the data centers that will make this massive use of data possible.” Professor Klaus Schwab, Founder and Executive Chairman of the World Economic Forum 12
Rise in global computing capacity Annual additions to global business and consumer computing power in exaflops 45 40 Computational costs Global connectivity 35 30 Bandwidth costs Internet users 25 Memory costs Connected devices 20 15 10 Deceptive growth 5 0 1980 1985 1990 1995 2000 2005 2010 2015 An exaflop is one quintillion (10 to the 18 th power) floating point operations per second 13
Moore’s law is a law of economics nextdc.com 14
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KURZWEIL’S LAW OF ACCELERATING RETURNS the pace of technological progress … speeds up exponentially over time because there is a common force driving it forward. “Technology goes beyond mere tool making; it is a process of creating ever more powerful technology using the tools from the previous round of innovation.” – Ray Kurzweil
2023 2050
Kotler’s 6 D’s of exponential technology Digitalisation Deception Disruption Dematerialisation Democratisation Demonetisation 20
“ In the next decade, 40 percent of today's Fortune 500 companies will no longer exist. Olin School of Business @ Washington University nextdc.com 22
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“ If you aren’t genuinely pained by the risk involved in your strategic choices, it’s not much of a strategy. Reed Hastings (Netflix co-founder and CEO, Facebook board member)
Unexpected convergent consequences networks virtual reality synthetic biology renewable energy 3D printing sensors augmented reality autonomous material sciences artificial intelligence health nanotech 34
NETWORKS nextdc.com 35
2.9b >6b 1.2b 2010 2015 2020 Entrepreneurs coming online today now have access to bandwidth, tens of billions of capital in crowdfunding, the world's knowledge on Google, cloud computing, 3D printing, access to sensors, networks, payment platforms and even synthetic biology
Mobile Internet (Post PC) MOBILE IS GROWING FASTER THAN ANY 10B+ TECHNOLOGY EVER Desktop Internet BEFORE 1B+ PC Microcomputer 100MM+ Mainframe 10MM+ 1MM+ 1960 1970 1980 1990 2010 2020 2030 37
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HYPERCONNECTIVITY 1999 2014 2016 2016 WhatsApp 80B 800B 40B 216B 30B consumer photos videos emails messages photos shared on viewed on per day a day taken on film social media YouTube (with just 40 engineers) MARGINAL INCREMENTAL COST IS ZERO 39 3
SENSORS nextdc.com 40
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ARTIFICIAL INTELLIGENCE nextdc.com 44
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SIRI nextdc.com 46
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