© 2013 Equinix Inc. www.equinix.com
AM3 Where Global Business and Growth ConnectRobert Blackburn, Sales Vice-President, US Cloud & Content
Presented on: 01.25.2013
© 2013 Equinix Inc. www.equinix.com 2
Where Global Business and Growth ConnectEnabling you to keep pace with the rapid expansion of the digital marketplace
• The widest network-neutral footprint– 31 strategic global markets
• The strongest balance sheet in our industry*– $1.6+ billion in annualized revenues– $1,076+ million cash, cash equivalents &
investments– $3.3+ billion investment in capacity 2007-2011
• The most dynamic ecosystem in the industry– 4,000+ global customers– 58% of our revenue comes from customers
deployed across multiple regions
*As announced on Q4 2011 results call, and as filed on Form 8K, on February 15, 2012. Excludes the impact from the sale of 16 IBX data centers to 365 Main as announced on 9/4/12.
© 2013 Equinix Inc. www.equinix.com 3
The Platform Equinix Advantage
Global Footprint
The widest network-neutral footprint
The strongest balance sheet in our industry
• 900+ Network service providers
• 300+ Cloud service providers
• 500+ IT service providers
• 450+ Content and Digital Media service providers
• 5 of top 5 web properties
• 4 of top 5 social networks
GlobalData Centers90+ Data Centers
6.5M+ Square Feet99.999% Uptime Record
Interconnection900+ Networks
>100,000+ Cross ConnectsDirect to 90% of Internet Routes
BusinessEcosystems
Equinix Marketplace™4,000+ Businesses
Revenue Opportunities
© 2013 Equinix Inc. www.equinix.com 4
Broadest and Deepest Industry CoverageWorld’s largest provider of carrier neutral data center services
Market Challenge
Expanding addressable market; ensuring consistent performance for global customers.
Equinix Advantage
Asia• 6 Metros• 250+ available networks
Americas• 15 Metros• 450+ available networks
EMEA• 10 Metros• 375+ available networks
Asia Pacific 6 metros250+ networks
Americas 15 metros 450+ networks
EMEA10 Metros 375+ networks
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Competitor Capabilities At-a-Glance 1
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US Carrier Neutral EU Carrier Neutral US Wholesale MSPs
Provider
# DCs 92 17* 13** 28 30 117 10 51*** 501 43 126 9
Cap. SF ~6.5m 700k 1.6m 721k 791k 20.0m 2.3m 2.2m 1.1m2 2.4m 156k 700k
Networks 900+ 300+ 100+ 400+ 246 31+ 23+ 11+ 160+ 400+ n/a 20+
XCs 100k+ ~35k 13k+ n/a n/a n/a n/a n/a 11.5k+ n/a n/a n/a
# Cust 4000+ 1000+ 700+ 1,200+ 5,000+ 500+ ~100 2,500+ 1,400+ 1000+ N/a 30+
# Empl 2,600+ 280+ 200+ 340+ 527 500+ 85 2,450+ 1,500+ ~250 ~8,000 100+
LTM Rev $ $1.96B9/30/12
$172M2011 rev
$173M2/24/12
$326M6/30/12
419m6/30/12
$1,063M2/82/12
$306M6/30/12
$1,034M9/30/11
$404M12/31/11
$122M $1.1B $400m
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AP Competitors
Sources: Company websites, Morningstar.com, Telegeography, ThomsonOne, Yahoo – Finance, HC for carriers is estimate on Post divestiture – 29 metros, 92 DCs, 6.5M sqft
© 2013 Equinix Inc. www.equinix.com 6
Platform Equinix is a Multi-Billion Dollar MarketplaceConnections enable Ecosystems, Connections create new revenue opportunities
1) Percentage of monthly recurring revenues as reported on Q3 2012 earnings call.2) Cross-Connects includes ancotel acquisition.
Enterprises (9%)
Financial Services (21%)
Content & Digital Media (21%)
Cloud Computing (24%)
>100,000Cross-Connects(2)
Networks (25%)>900 networks available
© 2013 Equinix Inc. www.equinix.com 7
Why Europe?
© 2013 Equinix Inc. www.equinix.com
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Growth Drivers2010-2015
Market Challenge
Growth brings challenge and opportunities; implications on application performance
Impact by 2015*
Mobile traffic:• Three times faster than
fixed
Video:• >90% of consumer traffic
IP traffic:• 7.3 petabytes or all movies
ever made every 5 minutes
Cloud**:• 26.2% from 2010 to 2015
Globalization:• Business IP traffic • 2.9 exabytes/month in N.
America. 2.7 exabytes/month in W. Europe.
Info Data managed by enterprise datacenters – 50XStorage growing from 0.8 ZBs in 2009 to 35 ZBs in 2020 – 44x
Mobile Data Traffic – 26xServers worldwide growth – 10x
Video and real-time applications growth – 5xIP traffic growth – 4x
Source: Cisco VNI, June 2010, Gartner, 2009 & 2011, IDC 2011
26x
5x4x
10x
by 2015
44x
50X
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Public Cloud is Moving Up the Stack
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But, Cloud is still in the Early Innings
e=Morgan Stanley research estimates.Source: IDC, Morgan Stanley Research
© 2013 Equinix Inc. www.equinix.com 11
We Enable High Performance Cloud & Network Services
Impact
Enabling new levels of cloud performance in network-dense Equinix IBX’s.
Direct proximity to customers to improve the end-user experience.
900+ cloud, IT &SI deployments
900+ network providers
50+ Ethernet exchange networks <10ms latency for 90% of North America, Western Europe and key Asia-Pacific metrosApplication Hub
Service Node
Performance Radius
“The primary reason for building a new data center on the East Coast was latency. It takes about 70 milliseconds to send a packet across the country.”
— Jason Sobel, Facebook
Market Connect Enables Growth
Proximity Aligns Latency Sensitive Applications with Customer Geographies
99.999% Uptime & High Security Meets Business Criticality Requirements
Network Density Enables Service Delivery Performance & Cost Management
Multi-Tier Architectures Enable Performance & Economies of Scale
© 2013 Equinix Inc. www.equinix.com 12
Why Amsterdam?
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Amsterdam Digital Gateway to Europe
Central to European Trade
Central to most densely populated areas of Europe
– 5ms latency as far as London & Frankfurt– 10ms latency as far as Manchester, Paris,
Berlin
Similar to Schiphol and the port of Rotterdam being the air- and water-gateways to Europe, Amsterdam is also the digital gateway to Europe.
– Most Network dense location in NL– 250+ Cariers– More than 50% AMS-IX Traffic on campus– Hi-tech campus hosts University of
Amsterdam– Carrier-hotels Nikhef & SARA
Low latency footprint for application performance
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Amsterdam, Netherlands
Equinix IBX Data Centers
– AM1 & AM2 in SE Amsterdam
– AM3 in the Science Park area
© 2013 Equinix Inc. www.equinix.com 15
Why AM3?
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Security and Quality Management
Security Features– 24/7 On-site security (minimum of two
persons)– 24/7 Global portal with build-in granularity for
assigning permissions– Multiple physical and logical security
measures. E.g. a moat, bulletproof security-loge, cages, biometric scanners, turn-styles and infra-red sensors.
Quality Management System Conform:– ISO9001 (Customer satisfaction), ISO27001
(Security), OHSAS18001 (Health & Safety), ISO50001 (Environment) and ISO16001 (Energy) certified
– PCI DSS Level 1 service provider certified– SAS70 compliant, SSAE16 certified– Aiming at LEED Certification Gold for AM3
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State of the Art Data Center AM3 LEED Certified
• LEED: Leadership in Energy and Environmental Design
• Developed by the U.S. Green Building Council (USGBC) in 1998
• Worldwide recognition
• A leading-edge system for certifying design, construction and operations
• 4 Levels of certification, depending on the number of credits achieved
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State of the Art Energy Management
• Equinix state of the art datacenter design, Making the datacenter green, power-dense and very redundant
• Intelligent cooling system based on room-load allows for flexible and efficient cooling.
• Green footprint, by implementing LEED and ATES-system, also use of sustainable and reusable materials in construction
• Design PUE lower than 1.3
• 8 + 2 feeds of 3.2MVA. Every feed consists of our own transformer, generator and UPS
• Power set-up conform distributed redundancy, cooling in N+1
• ATES - 1kW effort versus 100kW cooling
• 99.999% guaranteed uptime
• 2.0KVA/m2, max. 18KVA per cabinet
• 2 x 20MVA power from redundant substations
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State of the Art Cooling
Green Footprint
• Intelligent load-based cooling system allowing to run on Free Cooling as much as possible
• Cold corridors, 50U cabinets, very efficient CRAC’s and hybrid cooling towers
• ATES storage system allows very low PUE
• Energy reuse with University of Amsterdam Campus for heating buildings
• Green power from supplier compensating our total yearly usage
• Cooling with cooling towers• Cooling with ATES system (Aquafied
Thermal Energy Storage) 1kW effort versus 100kW cooling
• Max. 18 °C wet bulb• No mech. compression cooling
needed
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Re-use of Energy
Green Cooperation
• Energy reuse with University of Amsterdam
• Heat byproduct from AM3 cooling systems sent to campus physical plant
• University uses to heat campus buildings
AM3
University of Amsterdam
COLD
COLD
HOT
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Why Network Density?
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Application Performance Matters
Market Challenge
Measuring and tiering application performance to meet customer expectations
Impact• Right performance for
each app• Higher user satisfaction• Increased productivity
Performance matters for end user experience
HR-FinanceCRM-ERP-BI
EmailCollaboration
Web/HTTP
Collaboration
Voice
Document Management
Archive/DR AppsMain Frame
Analytics
ProcurementVideo
VirtualDesktop
TransactionalApps
ImagingApps
Trading Desk
Proximity<5ms
<50km
Real-Time<50ms
<500km
Priority<100ms
<2000km
Best Effort>100ms
>2000km
LATENCY SENSITIVITY
BU
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© 2013 Equinix Inc. www.equinix.com
Reach Customers Global internet-footprint
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European Sub-Cable Maps
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Amsterdam Digital Gateway to Europe
Amsterdam South-East
AM1, 10MVA, 3500m2 (37.700 sq. ft.)
AM2, 20MVA, 8700m2 (93.700 sq. ft.)
• Two strategic Locations for Network density and Geographical spread (South-East & Science Park)
• Partnership with AMS-IX & NL-ixAMS-IX peaks at 1.6Tb/s, 500+
networksNL-ix is 5th biggest Exchange in the
worldAMS-IX & NL-ix core-node present
• Grown to fourth AMS-IX node in AM1Peak 180 Gb/s traffic, 70+ carriers
Key hub for strategic customers in Video, Cloud, Gaming, Mobile and Digital Advertising
AM1AM2
AM3
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Science Park Campus Connectivity Options
• Equinix Europe’s most network dense facility with 250+ carriers on campus
• Amsterdam Science Park one of the most network dense areas worldwide
• Cross connects into Nikhef and SARA carrier-hotels. Sub-duct on campus connectivity.
• Equinix Amsterdam South East to Science Park connectivity over Dark Fiber, Wavelengths and Ethernet
• Whalebone and MDF design turn datacenter into one big connectivity-hub
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Equinix Interconnections
Private cross-connection between carrier deployments within Equinix facility or campus
Equinix Internet Exchange
Peering the world’s Internet traffic, providing scale and performance, and new capabilities
(paid peering /settlement)
Equinix Mobility Exchange
Evolution of Data Exchanges (GRX to IPX) connecting mobility data traffic as the mobile
handheld market expands.
Equinix Ethernet Exchange
Interconnecting carrier private networks, starting with Ethernet services, then IP-VPN.
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European Networks, The Way to Go
• Traditional Carriers– Wide variety of different carriers allow great choice– You will allways need carriers, we help select the right ones– Strong routing to various destinations e.g. Russia and Middle-
East
• Internet Exchanges– Select Internet Exchanges for cheap, redundant and low-latency
performance– Exchanges are the way to go due to different countries and
numberous networks. E.g. AMS-IX 500+ networks– EU Internet Exchanges are still (a lot) cheaper than transit. E.g.
AMS-IX is €1500 for 10Gbit flat fee
• Local Content– Onsite connectivity with Facebook, Syniverse, Akamai, Yandex,
Appnexus, etc...
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Equinix AM3
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