DLR NewBrand PowerPoint Template 03-17-14 Realty... · 2016-04-25 · Asia Pacific is rising to match demand. 26.5% of the total energy used by data centres around the world is consumed

April 2016

#DigitalCentre2020

Omer M. WilsonMarketing Director Asia Pacific

“The measure of intelligence is the ability to change.” Albert Einstein

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The Future is…Genetics, Nanotechnology & Robotics

SpaceX Landing of Falcon 9Reusable rocket on an Autonomous Drone Ship

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'two billion years from the origin of life to cells; fourteen years from the

PC to the World Wide Web…'

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10xThe digital universe is doubling

in size every two years; it will

multiply ten-fold by 2020

- IDC / EMC

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50%Nearly half of all large

enterprises will have hybrid

cloud deployments by the end

of 2017

- Gartner

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$15 trillionThe “Industrial Internet” has

the potential to add $10 to $15

trillion (with a “T”) to global

GDP over the next 20 years

- General Electric

Digital Realty Overview (NYSE: DLR)Leading Data Centre REIT

25th Largest Publicly-

TradedU.S. REIT (1)

Investment Management Approach Focused on Return on Invested Capital

High Quality Tenant Base ~ 2,700 leases with 650+ customers, including

global companies across various industries24.6 million rentable square feet (3)

Equity Market Capitalization:

$12 Billion (4)

ENTERPRISE VALUE:

$19 Billion (4)

1) U.S. REITs within the RMZ. Source: companies’ financials based on latest public filings. Based on equity market capitalization as of November 13, 2015. 2) As of September 30, 2015. Includes investments in fourteen unconsolidated joint ventures.3) Includes 1.4 million square feet of active development & 1.3 million square feet held for future development4) Using data and exchange rates as of March 08, 2016. Includes DLR’s share of four unconsolidated JV loans. As of November 10, 2015, $470.4M of the Term Loan was fixed rate and $463.0M was floating rate. Global

Revolving Credit Facility balance was $862.3M, net of unrestricted cash of $85.1M, excluding letters of credit totaling $8.7M as of November 10, 2015. Closing stock price was $82.47 as of March 07, 2016.5) These credit ratings may not reflect the potential impact of risks relating to the structure or trading of the Company’s securities and are provided solely for informational purposes. Credit ratings are not recommendations to buy,

sell or hold any security, and may be revised or withdrawn at any time by the issuing organization in its sole discretion. The Company does not undertake any obligation to maintain the ratings or to advise of any change in ratings. Each agency’s rating should be evaluated independently of any other agency’s rating. An explanation of the significance of the ratings may be obtained from each of the rating agencies.

BBB Baa2 BBB

InvestmentGrade

Ratings (5)

132 Properties WorldwideDiversified portfolio of properties and

customers, located in over 30 metropolitan areas throughout North America, Europe, Asia, and Australia (2)

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Our CustomersThe Digital Economy Lives Here, in Digital Realty Data Centres

SMACC + NETWORK

FINANCIALSERVICES & OTHER LARGE USERS

IT SERVICES

Focus on the Digital Economy through Social, Mobile, Analytics, Cloud, Content and Network

Significant growth of customers’ core business requires large footprint with room to expand in Digital Realty campus environments

Network-dense connectivity hubs for high impact delivery aligned with Digital Realty’s Internet Gateways

30%Digital Realty

Standalone

38%Digital

Realty + Telx

38%DigitalRealty

Standalone

33%Digital

Realty + Telx

32%Digital Realty

Standalone

29%Digital

Realty + Telx

Digital Realty provides the real estate foundation for large-scale customers who go “up the stack” to serve the broader enterprise customer base

Digital Realty empowers IT Service providers to provide a range of value-add services directly to enterprise customers who lack the skills to manage IT requirements

International corporations with advanced and varied Information Technology demands met by Digital Realty in campus and individual-property environments

9Source: Company disclosure and management estimates as of June 30, 2015.

Digital Realty (DLR) in Asia Pacific‘The Digital Hubs across Asia Pacific’

Existing / In Build

Inventory

Future

Development

Global - Digital Realty Data Centres

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The Right Strategy. What is it?Agile, Robust - Cloud & Network Connectivity

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The combination, not the tool…Focus on cloud purity will fail, focus on connection

• Global business spending for infrastructure and

services related to the cloud reached an

estimated $174 billion in 2014, a 20% increase

from 2013(1)

• In 2017: Global data centre traffic is forecast to

triple to 7.7 Zb(1)

1) JLL Data Center Outlook – North America 2014.

2) Cisco Visual Networking Index Forecast and Methodology, 2012-2017, May 2013.

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40

80

120

160

2012 2013 2014 2015 2016 2017

North America Europe Asia Pacific Other

Global IP Traffic by Region(2)

Monthly Exobyte Usage by Category (EB/mo)

EB/mo in thousands

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IoT Will Make Current Value BlushGlobal, Open, Connected simply table stakes

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The Future is…Genetics, Nanotechnology & Robotics

A Disruptive TransitionWhere? – M2M & IoT

Dominant Endpoints (2025)

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Dominant Endpoints (Current)

Laptop / PC

Tablet

SmartphoneSmart GridsSmart City

Smart

Agriculture

Intelligent

BuildingsSmart /

Connected Cars

Smart

Healthcare

Person behind every endpoint

Human vs. Machine growth projections

Devices organised as systems (macro endpoints)

Smart connected vehicle – car

sensors/actuators talk to each other &

vehicles talk to each other

• The drivers are many and diverse

• The amount of data created globally has grown by a CAGR of 57.1%

in the last five years (2008-2013) and will continue to grow at a CAGR

of 40.3% from 2013 to 2018

Drivers in the market - 1Market Drivers >> Value, Opportunity

2013A 2018F CAGR 2013A-18F

Internet enabled devices

5.6 billion 18.2 billion 26.6%

Global Internet Users

2.4 billion 5.3 billion 17.2%

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Drivers in the market - 1Market Drivers >> Value, Opportunity

• Why own and manage internal data centres?% of outsourced data centre space

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Green Data Centers?

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An Overview

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• Data Centres are one of the largest and fastest growing consumers of

electricity in the United States, consuming an estimated 90 billion KWh in

2013.

• This figure is forecasted to reach 140 billion KWh by 2020, according to the

Natural Resources Defense Council.

• In a report by Mordor Intelligence, energy usage in data centres throughout

Asia Pacific is rising to match demand. 26.5% of the total energy used by data

centres around the world is consumed by the APAC region.

• Asia Pacific is the fastest growing region with 13.12% CAGR from 2015-2020,

while the global data centre market is estimated to grow at a CAGR of 12.24%

to reach $3.01 billion by the end of 2020.

Digital Realty | Building Green

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• The DLR-managed portfolio (global) was supplied with 22% renewables in 2014.

• Within Europe in 2015, our power contracts are 100% renewable. This covers our portfolio in the UK, Ireland, Paris and Amsterdam.

• Digital Realty is a signatory to the Corporate Renewable Energy Buyer’s Principles, co-sponsored by BSR, WWF, WRI, and RMI.

• This initiative supports greater access to renewable energy power.

Industry Recognition

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• Our Profile Park Data Centre in Dublin is a great example of highly energy efficient (design PUE 1.15) BREEAM-certified data centreconstruction.

• The project received a Brill Award, and uses an innovative indirect adiabatic cooling system that allows the data center to operate efficiently year-round.

• Our Digital Singapore facility received a Green Mark Platinum certification by the Building and Construction Authority (BCA) and InfocommDevelopment Authority (IDA).

• This was the first time a colocation data centrein Singapore has achieved the Green Mark Platinum level under the category of “Existing Data Centre.”

Sustainability >> Client ValueThe Clean Start℠ Program

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Digital Realty will procure third-party verified renewable energy certificates (RECs) on behalf of participating clients.

Clean energy generated by power plants that are fueled by renewable resources…

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Omer M. Wilson

Marketing Director, APAC

[email protected]

www.digitalcentre2020.com

www.digitalrealty.com

Thank You谢谢