Investor Presentation May 2020
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Data Center Industry Overview Colby Synesael.Pdf
INDUSTRY OVERVIEW MARCH 2019 Colby Synesael Senior Equity Research Analyst Cowen and Company 646 562 1355 [email protected] DATA CENTERS ARE PART OF COMMUNICATIONS INFRASTRUCTURE What Is Communications Infrastructure? • What Is Communications Infrastructure? – The idea that macro towers, data centers, optical fiber, and small cells/DAS represent one asset class whose singular purpose is the enablement of communications, and in so doing have developed business models very similar to one another, and in many cases more similar to the real estate industry than the telecom services industry. • Key attributes – Unit pricing increases over time (typically with an escalator) – Long-term contracts – High contribution margin • Think like a real estate company – Dark fiber, colocation, towers, land rights all qualify as REIT assets by the IRS – Return-oriented decision making – Value of AFFO as a metric • Scale matters – Supply chain mgmt. (i.e. cost to build) – Geographic diversity – Relatively low cost of capital Source: Cowen and Company “The Edge” Is The Next Frontier • Creating new opportunities • Fiber routes • Small cells • Data centers (more locations/smaller footprint per location) • Where the end-users of digital services reside • Compute/storage needs to occur closer to them • Tier II/III markets • Where wireless infrastructure meets wireline infrastructure Source: Cowen and Company SECTOR PERFORMANCE Strong Sector Performance Communications Infrastructure Index: 5-Year Performance (Indexed to 100 on 01/31/2014) 280 260 240 139% 220 200 180 160 140 120 100 80 Comm. Infra. Index Stocks: AMT, COR, CCI, CONE, DLR, EQIX, INXN, UNIT, QTS, SBAC, SWCH, ZAYO Data Center Index Stocks: COR, CONE, DLR, EQIX, INXN, QTS, SWCH Source: Thomson Reuters Strong Sector Performance Communications Infrastructure Index vs. -
Interconnection
Interconnection 101 As cloud usage takes off, data production grows exponentially, content pushes closer to the edge, and end users demand data and applications at all hours from all locations, the ability to connect with a wide variety of players becomes ever more important. This report introduces interconnection, its key players and busi- ness models, and trends that could affect interconnection going forward. KEY FINDINGS Network-dense, interconnection-oriented facilities are not easy to replicate and are typically able to charge higher prices for colocation, as well as charging for cross-connects and, in some cases, access to public Internet exchange platforms and cloud platforms. Competition is increasing, however, and competitors are starting the long process of creating network-dense sites. At the same time, these sites are valuable and are being acquired, so the sector is consolidating. Having facili- ties in multiple markets does seem to provide some competitive advantage, particularly if the facilities are similar in look and feel and customers can monitor them all from a single portal and have them on the same contract. Mobility, the Internet of Things, services such as SaaS and IaaS (cloud), and content delivery all depend on net- work performance. In many cases, a key way to improve network performance is to push content, processing and peering closer to the edge of the Internet. This is likely to drive demand for facilities in smaller markets that offer interconnection options. We also see these trends continuing to drive demand for interconnection facilities in the larger markets as well. © 2015 451 RESEARCH, LLC AND/OR ITS AFFILIATES. -
Van+ May 2014 Aw Layout 1
ISSN 1745-1736 April / May 2014 Will CSPs maximise Volume 16 Issue 2 their potential in the cloud? How to win by playing to your strengths BIG DATA ANALYTICS CEM POLICY BILL & CHARGE 5G Can CSP data transform Does quality awareness Does it deliver business Why CSPs alone can Why it’s here and what performance? set CSPs apart? model flexibility? keep control of billing. it means for CSPs. VanillaPlus Insight VanillaPlus Insight VanillaPlus Insight VanillaPlus Insight VanillaPlus Insight out June 2014 out July 2014 out October 2014 out December 2014 out February 2015 PLUS: Astellia buys Ingenia Telecom • Cerillion survey heralds cloud billing • Openet and OpenCloud launch joint service definition system • Amdocs announces policy control for LTE • Hadoop can cut licencing costs by 70%, says cVidya • TeliaSonera chooses Ericsson for customer experience assurance • CSG International launches convergent billing into space with Inmarsat • Inside Vodacom’s Digital Route deployment • Read the latest news at www.vanillaplus.com technological enabler OF DEUTSCHE BÖRSE CLOUD EXCHANGE CONTENTS IN THIS ISSUE TALKING HEADS Thomas Vasen explains Will CSPs maximise why software in the cloud, 4 EDITOR’S COMMENT their potential in the for the cloud and enabling George Malim wonders when moving too slowly means you’ve reached the cloud? the cloud opens up end of the line opportunities for CSPs 5 INDUSTRY NEWS Astellia acquires Ingenia Telecom, Bytesphere element polling assets 22 bought by Exfo 6 MARKET NEWS Cerillion survey heralds cloud billing, Syniverse -
Middle East 2019 Post Event Report .Pdf
MIDDLE EAST 2019 Save the date: Capacity Middle East will return on 3 - 5 March 2020! POST-EVENT REPORT THANK YOU TO THE SPONSORS Host sponsor Diamond sponsor Platinum sponsors Gold sponsors Silver sponsors Associate sponsors To Serve and to Connect Subsea Middle East sponsors Host sponsor Associate sponsors MIDDLE EAST 2019 THANK YOU Capacity Middle East welcomed 1,683 industry leaders and decision makers from over 500 companies for four days packed with networking, market discussions and lively debates. Our exhibition showcased companies from across the global telecoms community and our conference engaged thought leaders and showcased key market developments. It was the perfect opportunity to reinforce partnerships and explore new business opportunities. The Capacity Media team would like to thank all of our sponsors, speakers and delegates for making this event possible, and look forward to seeing you next year for Capacity Middle East 2020. CONTENTS View the highlights from Capacity Middle East 2019 Who attended? Who spoke at Capacity Middle East 2019 Agenda highlights Key market developments from the Middle East Subsea Middle East Who spoke at Subsea Middle East Testimonials Social media highlights All the networking that happened MIDDLE EAST 2019 1683 519 80 ATTENDEES COMPANIES COUNTRIES VIEW THE HIGHLIGHTS FROM CAPACITY MIDDLE EAST 2019 VIEW THE 2019 HIGHLIGHTS HERE We are delighted to be the Host Sponsor of Capacity Middle East . The event brings together all the stakeholders and it is the ideal platform for us to meet all of our customers, suppliers and members of our entire ecosystem. Ananda Bose, Chief Wholesale & Corporate Affairs Officer, DATAMENA We are a regular participant in Capacity Middle East. -
Winter 2020 Colocation Services
2020 WINTER CUSTOMER SUCCESS REPORT COLOCATION SERVICES CATEGORY COLOCATION SERVICES OVERVIEW Colocation services allow businesses to host their data in a third-party data center that has privately-owned networking equipment and servers. Instead of maintaining servers in-house, at a private data center, or in offices, enterprises can elect to co-locate their infrastructure by renting space in a colocation center. Unlike other types of hosting where clients can rent server space owned by a hosting vendor, with colocation, the client owns the server and rents the physical space needed to house it in a data center. The colocation service rents out data center space where clients can install their equipment. It also provides the cooling, IP address, bandwidth, and power systems that the customer needs to deploy their servers. 2 Customer Success Report Ranking Methodology The FeaturedCustomers Customer Success ranking is based on data from our customer reference Customer Success Report platform, market presence, web presence, & social Award Levels presence as well as additional data aggregated from online sources and media properties. Our ranking engine applies an algorithm to all data collected to calculate the final Customer Success Report rankings. The overall Customer Success ranking is a weighted average based on 3 parts: Market Leader Content Score is affected by: Vendor on FeaturedCustomers.com with 1. Total # of vendor generated customer substantial customer base & market share. references (case studies, success stories, Leaders have the highest ratio of customer testimonials, and customer videos) success content, content quality score, and social media presence relative to company size. 2. Customer reference rating score 3. -
TRADE EUROPE NOW! the Why and How of Electronic Execution in the EU and Beyond
TRADE EUROPE NOW! The Why and How of Electronic Execution in the EU and Beyond Commissioned by: Interxion Researched and Written by: A-Team Group TRADE EUROPE NOW! EXECUTIVE SUMMARY 01 European financial markets are poised for major change as institutions prepare for the EU’s Markets for Financial Instruments Directive (MiFID) II regulation, which comes into effect in January 2017. 02 In the absence of a centralised pan-European order book, trading firms will need to consolidate orders from multiple trading venues to construct their own views of European Best Bid/Offer (EBBO). 03 The emerging picture of the European market structure presents US traders with opportunities to source significant liquidity and diversify their trading activities. 04 Practitioners also need access to independent service providers for key capabilities required under MiFID II, including time-stamping, time synchronisation and risk management gateways. 05 MiFID II’s focus on transparency across a broad range of asset types brings Europe more closely into line with US markets, making it relatively straightforward for US participants to take advantage of Europe’s sophisticated market centres. 06 To succeed, it’s essential that new entrants and current firms secure fast access to key trading venues in the London area, including the London Stock Exchange, BATS Chi-X, the Euronext markets, ICE Futures Europe (the former Liffe), and Frankfurt-based Eurex, a key leading indicator of European market direction. 07 London is the gateway to Europe and selecting the right colocation data centre from which to execute from is an important first step towards successful trading in Europe.Interxion’s City of London data centre campus is situated equidistant from key liquidity venues, Slough in the West, Basildon in the East and right next to the London Stock Exchange. -
“Tics Para La Mejora De La Competitividad Energética”
Guía de referencia “TICs para la mejora de la competitividad energética” Tendencias, Soluciones y 100 proveedores fundamentales M2M Tele pre se er nc t ia en C ta a D artCities Sm A M u orac o t b ió v o IT la n i o li m n C d - E a e d a e t n i i d z e f ó r a i i t c G c s i i o n ó e S s n ó g i m e I l c n o e a a c t T i e z r i r t l l t G i g a c i r e r é i l n e d t E t e s a V s m o s l e D i rt u c u í C h l a o e g u V d li n i z r a e t c i e ó n M t r a m S R e a l i d a a d d a A t u n e m Plataforma de empresas TIC para la mejora de la Eficiencia Energética Eficiencia la de mejora la para TIC empresas de Plataforma “TICs para la mejora de la competitividad energética” competitividad la de mejora la para “TICs Guía de referencia de Guía índice Prólogo 4 Perspectiva general: Eficiencia Energética 6 Impulso de las Admnistraciones Públicas 15 10 Principales tendencias en SmartEnergy 21 Soluciones Tecnológicas en 4 áreas 37 Empresas asociadas 49 Otros proveedores fundamentales 73 Red de colaboración institucional 75 Organismos y Enlaces de referencia 79 10 documentos de referencia 85 Misión, objetivos e iniciativas de enerTIC 87 > Ir a Indice Prólogo Inmersos en unos tiempos de grandes cambios y oportunidades, la Plataforma enerTIC, surge como un proyecto para generar sinergias, colaborar con otras organizaciones nacionales e internacionales, y contribuir al desarrollo del potencial de transformación de las Tecnologías de la Información y Comunicaciones en el ámbito de la eficiencia energética en España. -
Digital Realty Form
DOCKETED Docket Number: 19-SPPE-02 Project Title: Walsh Data Center TN #: 234653 Document Title: Digital Realty Form 10K Walsh Data Center Reconsideration Exhibit 1 Digital Realty Description: Form 10K Filer: Robert Sarvey Organization: Robert Sarvey Submitter Role: Intervenor Submission Date: 9/10/2020 3:07:26 PM Docketed Date: 9/10/2020 Table of Contents Index to Financial Statements UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K x Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2017 ¨ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Transition Period From to . Commission file number 001-32336 (Digital Realty Trust, Inc.) 000-54023 (Digital Realty Trust, L.P.) DIGITAL REALTY TRUST, INC. DIGITAL REALTY TRUST, L.P. (Exact name of registrant as specified in its charter) Maryland (Digital Realty Trust, Inc.) 26-0081711 Maryland (Digital Realty Trust, L.P.) 20-2402955 (State or other jurisdiction of incorporation or organization) (IRS employer identification number) Four Embarcadero Center, Suite 3200 San Francisco, CA 94111 (Address of principal executive offices) (Zip Code) (415) 738-6500 (Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Title of each class Name of each exchange on which registered Digital Realty Trust, Inc. Common Stock, $0.01 par value per share New York Stock Exchange Series C Cumulative Redeemable Perpetual New York Stock Exchange Preferred Stock, $0.01 par value per share Series G Cumulative Redeemable Preferred New York Stock Exchange Stock, $0.01 par value per share Series H Cumulative Redeemable Preferred New York Stock Exchange Stock, $0.01 par value per share Series I Cumulative Redeemable Preferred New York Stock Exchange Stock, $0.01 par value per share Series J Cumulative Redeemable Preferred New York Stock Exchange Stock, $0.01 par value per share Digital Realty Trust, L.P. -
Next-Gen Private/Hybrid Cloud – Data Center Services & Solutions
2021 Next-Gen Private/Hybrid Cloud – Data Center Services & Solutions 2021 Copyright © 2019, Information Services Group, Inc. All Rights Reserved. 1 ISG (Information Services Group) (NASDAQ: III) is a leading global technology research and advisory firm. A trusted business partner to more than 700 clients, including 75 of the top 100 enterprises in the world, ISG is committed to helping corporations, public sector organizations, and service and technology providers achieve operational excellence and faster growth. The firm specializes in digital transformation services, including automation, cloud and data analytics; sourcing advisory; managed governance and risk services; network carrier services; technology strategy and operations design; change management; market intelligence and technology research and analysis. Founded in 2006 and based in Stamford, Conn., ISG employs more than 1,300 professionals operating in more than 20 countries — a global team known for its innovative thinking, market influence, deep industry and technology expertise, and world-class research and analytical capabilities based on the industry’s most comprehensive marketplace data. For more information, visit www.isg-one.com. © 2021, Information Services Group, Inc. All Rights Reserved. 2 Table of Contents Definition ........................................................................................................................................ 4 Quadrants Research ..................................................................................................................... -
Interxion Ams5
Fact sheet INTERXION AMS5 AMSTERDAM SCHIPHOL CAMPUS LOCATION Tupolevlaan 101, 1119 PA Schiphol-Rijk Amsterdam's leading interconnection hub At a glance Interxion’s AMS5 carrier-neutral data centre provides the latest secure, scalable infrastructure for mission-critical IT systems, with a wide range of connectivity ■ Over 4,000m2 of conveniently located solutions. Located in Schiphol-Rijk, part of our Amsterdam Schiphol Campus, just ten equipped data centre space minutes from Schiphol International Airport. The facility offers 2N UPS power and N+0.5 ■ Trained security staff on site 24x7 cooling, as well as the most advanced alarm and monitoring systems. AMS5 supports the latest high-density power configurations and has been designed using Interxion’s ■ Located in Interxion's Amsterdam energy-efficient modular architecture, with 100% renewable and maximum-efficiency Schiphol Campus with four other components as standard. Interxion data centres: AMS3, AMS7, AMS8 and AMS10. ■ Direct access to 65+ carriers/ISPs and Metro Connect NL-IX exchange Interxion has connected its data centers with MetroConnect on the Amsterdam Schiphol ■ ASHRAE-standard temperature and Campus with an ultra-fast, 100 Gbit/s connection to its data center on the Amsterdam humidity SLAs Science Park. ■ 100% renewable energy is used in our data centres Power Sustainability ■ N+0.5 generator backup with ■ 100% of purchased energy is from About Interxion minimum 24 hours of fuel stored on renewable sources site, with SLA on on-time refueling ■ Optimized power usage effectiveness Interxion (NYSE: INXN) is a leading provider ■ Redundant UPS Power configuration (PUE) and energy efficient cooling of carrier and cloud-neutral colocation systems data centre services in Europe, serving a ■ SLA’s up to 99.999% availability on wide range of customers through over 50 power and cooling ■ Data centres operated to the highest data centres in 11 European countries. -
ESG Report 2020 ESG Report
2020 ENVIRONMENTAL, SOCIAL AND GOVERNANCE REPORT ESG 2020 ESG Report 2020 ESG Report CONTENTS 4 Letter from Our CEO 6 Introduction 6 Company Overview; Materiality Assessment; ESG Recognition; Sustainability Objectives 14 Operational and Climate Change Resilience TCFD Disclosures; Pandemic Response; Data Privacy & Cybersecurity 26 Environmental Performance Carbon Emissions; Renewable Energy; Green Buildings; Energy Conservation; Water 14 Conservation; Waste Management 44 Engaging Stakeholders Customer Experience; Community Involvement; Health and Wellbeing; Data centers have become the central nervous Diversity, Equity & Inclusion; Employee Engagement; Training and Education; system of the digital economy. We remain focused Occupational Health & Safety “on driving sustainable innovation while supporting 60 Governance the evolving needs of our global customer base.” Ethics and Integrity; Management of ESG AARON BINKLEY Senior Director, Sustainability 44 64 Appendix: Data Snapshot, Assurance Statement, GRI Index 2 3 2020 ESG Report 2020 ESG Report Throughout the uncertainty of the global COVID-19 pandemic and the social unrest from exceeding 99.999% availability throughout 2020 for our owned and managed portfolio, and the tragedies of racial injustice in the United States, we prioritized keeping our employees, delivering at least “fine-nines” of uptime for the 14th consecutive year. customers and partners safe. During this time, we remained focused on growing our business In 2020 and January 2021, we issued €3.1 billion in green bonds at very attractive rates. Since 2015 and expanding our commitments to strong environmental, social and governance practices. Digital Realty has issued $5.6 billion in green bonds and continues to be the largest REIT and In March 2020, we completed the merger with Interxion, expanding our global presence largest data center industry issuer of green bonds. -
Powering Ahead in Uncertain Times
AUTUMN 2020 datacentre.solutions.com Powering ahead in uncertain times AI + Automationps l ArtArchitecture + Connectivityps l ArtCloud + Managed Services Colocation + Hostingps l ArtDesign + Infrastructureps l ArtEnergy Optimisation Management + Maintenance l Physical Security l Power + Cooling Editor’s ViewBy Phil Alsop Energy efficiency in the spotlight WELCOME to the autumn issue of Data Centre Solutions. I’m Happily, there are an increasing number of occasions when the delighted to say that this issue includes a major focus on a topic objectives of health and wealth do actually coincide. that, at some stage in the future, if not already, might just make In the data centre industry, the environmental debate has the current chaos surrounding the coronavirus pandemic seem reached an interesting moment. little more than a minor inconvenience. And that topic? The environment. An issue as divisive as Covid-19 for sure, when Many, if not all, data centre owners and operators have worked it comes to what action to take (or not), but one that is likely to towards improving the energy efficiency and/or reducing the remain centre stage for as long as humans remain on earth. carbon footprint of their facilities. Initiatives such as PUE and carbon offsetting have proved valuable in this regard. In the green corner, we have the folk who are telling us we are already too late to reverse the massive environmental changes However, there is the opportunity, if not an imperative, to take which are damaging our planet and which will eventually lead energy efficiency to the next level within the data centre – what to some kind of natural world Armageddon.