NEXTDC INVESTOR DAY - Presentation... · NEXTDC INVESTOR DAY ... steam power Mass production,...
Transcript of NEXTDC INVESTOR DAY - Presentation... · NEXTDC INVESTOR DAY ... steam power Mass production,...
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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
GrowthAutonomous
Data Centres
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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 ScullyDavid 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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0
10
20
30
40
50
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2H13 1H14 2H14 1H15 2H15 1H16 2H16 1H17
Revenue ($m)
97% CAGR
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-15
-10
-5
0
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25
2H13 1H14 2H14 1H15 2H15 1H16 2H16 1H17
EBITDA ($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 RevolutionTHE 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
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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
over 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
DemocratisationDemonetisationDematerialisation
DisruptionDeception
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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 realitysynthetic biologynetworks
renewable energysensors 3D printing
material sciencesaugmented realityautonomous
nanotechhealthartificial intelligence
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NETWORKS
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20152010 20202.9b >6b1.2b
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
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MOBILE IS GROWING FASTER THAN ANY TECHNOLOGY EVERBEFORE
1960 1970 1980 1990 2010 2020 2030
Mainframe
1MM+
Microcomputer
10MM+
PC
100MM+
DesktopInternet
1B+
Mobile Internet(Post PC)
10B+
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HYPERCONNECTIVITY
3
80Bconsumer
photos
taken on film
1999 2014
800Bphotos
shared on
social media
WhatsApp2016
40Bvideos
viewed on
YouTube
216Bemails
per day
30Bmessages
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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