NEXTDC INVESTOR DAY 9 May 2017 NEXTDC LIMITED ACN 143 582 521 - - PowerPoint PPT Presentation

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NEXTDC INVESTOR DAY 9 May 2017 NEXTDC LIMITED ACN 143 582 521 - - PowerPoint PPT Presentation

Dec 25, 2022 148 likes •654 views

NEXTDC INVESTOR DAY 9 May 2017 NEXTDC LIMITED ACN 143 582 521 nextdc.com 1 nextdc.com 2 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

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NEXTDC INVESTOR DAY

9 May 2017

NEXTDC LIMITED ACN 143 582 521
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More data has been created in the past 2 years than in the entire previous history of the human race…

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Opportunity Ecosystems Customer Experience Growth Autonomous Data Centres

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SLIDE 5 Chief Executive Officer Group Executive Sales and Marketing Chief Customer Officer EVP of Technology Chief Operating Officer Chief Financial Officer Simon Cooper Craig Scroggie Oskar Tomaszewski Adam Scully David Dzienciol Managing Director Australia & New Zealand Frost & Sullivan Mark Dougan
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LEADING NATIONAL NETWORK OF NEUTRAL DATA CENTRES

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SLIDE 8 10 20 30 40 50 60 2H13 1H14 2H14 1H15 2H15 1H16 2H16 1H17

Revenue ($m)

97% CAGR

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  • 15
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5 10 15 20 25 2H13 1H14 2H14 1H15 2H15 1H16 2H16 1H17

EBITDA ($m)

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GENERATION 2 KICKS OFF HALF A BILLION IN NEW DATA CENTRE INFRASTRUCTURE INVESTMENT

Gen 2 (MW) Gen 1 (MW)
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The world’s most valuable resource is no longer oil, but data

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The 4th Industrial Revolution THE 4TH INDUSTRIAL REVOLUTION

1st 2nd 3rd 4th

Mechanisation, water power, steam power Mass production, assembly line, electricity Computer and automation Cyber physical systems

“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
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Rise in global computing capacity

5 10 15 20 25 30 35 40 45 1980 1985 1990 1995 2000 2005 2010 2015

Annual additions to global business and consumer computing power in exaflops

An exaflop is one quintillion (10 to the 18th power) floating point operations per second

Computational costs Bandwidth costs Memory costs Global connectivity Internet users Connected devices Deceptive growth

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Moore’s law is a law of economics

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2007 2017

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KURZWEIL’S LAW OF ACCELERATING RETURNS

“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

the pace of technological progress … speeds up exponentially

  • ver time because there is a common force driving it forward.
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2023 2050

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Kotler’s 6 D’s of exponential technology

Digitalisation Democratisation Demonetisation Dematerialisation Disruption Deception

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In the next decade, 40 percent of today's Fortune 500 companies will no longer exist.

Olin School of Business @ Washington University

“

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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)

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Unexpected convergent consequences

virtual reality synthetic biology networks renewable energy sensors 3D printing material sciences augmented reality autonomous nanotech health artificial intelligence

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NETWORKS

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2015 2010 2020

2.9b >6b

1.2b

Entrepreneurs coming online today now have access to bandwidth, tens of billions of capital in crowdfunding, the world's knowledge
  • n Google, cloud computing, 3D printing, access to sensors, networks, payment platforms and even synthetic biology
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MOBILE IS GROWING FASTER THAN ANY TECHNOLOGY EVER BEFORE

1960 1970 1980 1990 2010 2020 2030

Mainframe 1MM+ Microcomputer 10MM+ PC 100MM+ Desktop Internet

1B+

Mobile Internet (Post PC)

10B+

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HYPERCONNECTIVITY

3

80B

consumer photos taken on film 1999 2014

800B

photos shared on social media WhatsApp 2016

40B

videos viewed on YouTube

216B

emails per day

30B

messages a day (with just 40 engineers) 2016

MARGINAL INCREMENTAL COST IS ZERO

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SENSORS

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ARTIFICIAL INTELLIGENCE

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SIRI

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