The future of the Cloud by OVH, the European Cloud IaaS Leader

Cloud Fest – March 14, 2018 Laurent Allard - Vice Chairman

@lau_allard / @ovh

Cloud

A WorldWide booming market

DIGITAL REVOLUTION

• IT Legacy migration

• Data explosion:

+ 40%/year

• New Digital

Services

2017 2018 2019 2020 2021 2022 2023 2024 2025

IaaS/PaaS

EXPONENTIAL GROWTH

in 8 years

IaaS/PaaS

Cloud

market

X10 It’s just the beginning

108 B€

413 B€

43 B€

2017 2018 2019 2020 2021 2022 2023 2024 2025 2017 2018 2019 2020 2021 2022 2023 2024 2025

GEOGRAPHY MIX

108 B€

413 B€

43 B€

North America remains

the biggest market

The future of growth is

in emerging countries

ROW

N.A.

EU

IaaS/PaaS

Cloud

market

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SMB represents the largest

market share

But mid-large customers are

coming

CLIENT SIZE

108 B€

2016

2020

2017 2018 2019 2020

MID :

+44%

Large :

+38%

SMB :

+39%

SMALL :

+14%

CAGR

7

IaaS / PaaS

WEB

TELCOS

Tier 1 CSP Worldwide / hyperscale / SLA / Public / Hybrid Infras/

innovation platforms / full cloud experience

Tier 2 CSP Local / Best value / micro infras / devops / sandboxes

/ startups / emerging countries

Digital Services SaaS / connectivity aas / Business services

Pure Infra Telcos Indirect telco infra providers

MARKET

TRANSFORMATION

DIVERSITY OF

NEEDS

Fast / New Business

Innovation

Core

Business

€€

Back

Office

Scale / SLA / Hybrid /

Migration / Cost /

Compliancy

Easy to Use / Cost /

Performance

DIVERSITY OF

CLOUD Tier 1 Tier 2 Digital

Services

Cloud Providers Transformation

CSP, MSP, Hoster of Hoster

CSP CHALLENGES

More Services

More Innovation

Technology Investment

Managed

Services Providers

Internal IaaS/PaaS Capabilities

• Datacenters

• Servers / Storage

• Network

• Security

DILEMA “CAPEX” or ”OPEX”

Managed

Services Providers

Internal IaaS/PaaS Capabilities

• Datacenters

• Servers / Storage

• Network

• Security

Opex

Capex

12

External IaaS/PaaS Provider

(full Opex)

OPPORTUNITY FOR GROWTH ON ADDED

VALUE SERVICES Value Added Services

(Apps, Management, Vertical…)

Emerging of a new model: Hoster of Hosters

IaaS / PaaS Provider

• HyperScale

• Automated

• Open Standards

• Cost Competitive

Small providers will be hosted by

specialized Leaders

INDUSTRY CONCENTRATION

OF INFRASTRUCTURE

PROVIDERS

USA

(HQ)

Europe

(HQ)

China

(HQ)

CSP Leaders will continue to

grow > 30% CAGR

OVH positioning in the Cloud market

Hosting capacity : 1.3 million

physical servers

300,000+ already deployed

OVH : a Global provider of hyper-scale cloud

Owns 27 datacenters

in 12 locations and

4 continents

Owns

13 Tbps

Of Network

capacity with

32 PoPs

OVH owns its Data

Centers and Servers

OVH owns its Network

OVH at a Glance

Started in 1999 2,500 employees in 18

Countries (Europe, Africa,

North America, APAC)

Current investment

plan of €1.5 B

In 2016 : KKR &

Towerbrook acquired

a minority stake

for € 250m

All inclusive

pricing

100% standard

technologies Only 2 minutes

to deliver a server Building Servers

and Datacenters

Why is OVH different?

OVH : a Commited Partner

STARTUPS

&

DIGITAL NATIVES

SMB

LARGE ACCOUNTS

Who are we addressing?

Direct and Indirect channels

WEB HOSTERS

& MSP

Follow us @OVH