Investor Strategy Briefing Friday 4 May 2018 Our vision is to be the most trusted enabler of connectivity and managed services in Asia Pacific 1 Agenda Our Vision Customer Platforms Platforms for growth 01 Session 1 02 Session 2 03 Session 3 1a Supertrends 2a Superloop 360 3a Solutions 1b Customer Pain Points 2b NuSkope CRM 3b PlatformsMoving Forward 1c Superloop Recap 2c 3c 2 Session 1 Supertrends and Recap Supertrends The rise of Cloud Computing The rise of Video on Demand services Global data centre traffic is By 2018, IP video traffic is expected to be forecast to grow at a CAGR 79% of total global consumer Internet of 23%. traffic (both business and consumer), up from 66% in 2013. Cloud data centre traffic is expected to grow at a faster Internet video to TV grew 35% in 2013 rate of 32% CAGR, a near and is forecast to increase 4-fold by 2018. Consumer Video on Demand (VoD) 4-fold increase from 2013 to traffic is expected to double by 2018. 2018. The rise of Connected Devices The rise of Massive Data Centre Connectivity In 2014, the number of mobile connected devices grew to 7.4 billion, exceeding the world’s population (M2M / Machine to Machine traffic) *The companies referenced are for illustrative purposes only and are not currently customers of Superloop. Traditional devices Modern devices STANDALONE CLOUD CONNECTED 4 Supertrends - Data Centre Growth Global Data Center Traffic Growth Data CenterStats / graphsTraffic on More dc growth Than Triples from 2015 to 2020 The region’s data centre services market size in 2016 was US$12 bn and expected to grow by 27% per annum 5 Supertrends - Cloud Growth Worldwide Public Cloud Services Revenue Forecast (USD bil) Source: Gartner Cloud computing market (2017) projected to reach $411.48 $411B by 2020 $355.68 $305.88 $260.28 $219.68 6 Supertrends - 5G Revolution is coming 4G was mostly about MOBILE …. 5G includes FIXED WIRELESS (ie. fixed line replacement) Customer Pain Points - Security Data Retention Data Security is crucial and compliance obligations are increasingly onerous. The average cost of a data breach is $3.62 million, up 17% since 2013 “Experts say these kinds of attacks “The EU General Data Mandatory Data can be so damaging to revenue Protection Regulation (GDPR) Breach Notification and customer expectations that is the most important change small businesses are forced to in data privacy regulation in close.” 20 years” New York TImes 8 Customer Pain Points - Complexity Make The region’s data centre services market size in 2016 was US$12 bn and expected to grow by 27% per annum 9 Customer Pain Points - Trust “Commonwealth Bank admits it "The ICO has been investigating the SCL lost the details of almost 20 Group and Cambridge Analytica as part million accounts, didn't tell of a wider investigation into the use of customers” personal data and analytics by political campaigns, social media companies and http://www.abc.net.au/news others.” http://www.bbc.com/news 10 Customer Pain Points - Consistency The Haves and Have Nots Consistent product / service Reliable and predictable outcomes The region’s data centre services market size in 2016 was US$12 bn and expected to grow by 27% per annum 11 Customer Pain Points - Flexibility Locked in contracts Inability to scale up and down Inability to relocate services Inflexible pricing Provisioning / delivery The region’s data centre services market size in 2016 was US$12 bn and expected to grow by 27% per annum 12 Customer Pain Points - Transparency Transparency Delivery uncertainty Billing uncertainty Capacity uncertainty Uptime The region’s data centre services market size in 2016 was US$12 bn and expected to Reliability grow by 27% per annum 13 Our vision is to be the most trusted enabler of connectivity and managed services in Asia Pacific (by solving these pain points) A Recap Our Services Group Wholesale Cloud & Managed Services Broadband services to over Dark Fibre (Corporate) 40,000 individual subscribers. Metro Ethernet Wavelength Private Cloud Student Accom Fixed Wireless Hybrid Cloud Hospitality (via GX2) Desktop as a Service Resi Wireless (via NuSkope) Enterprise Outsourced IT Resi NBN (via NuSkope) Dark Fibre Hosted PBX L2/Ethernet Professional Services IP VPN Solutions Cyber Security Direct Internet Access Cyber Safety (CyberHound) Cloud Onramp 16 Superloop & Superloop+ Total solution provider for outsourced connectivity and managed services Superloop+ leverages significant Superloop connectivity platform across Wholesale Cloud and Managed Dark Fibre Asia Services Metro Ethernet Wavelength Private Cloud Delivering great services across multiple Fixed Wireless Hybrid Cloud platform improves customer “stickiness” Desktop as a Service and longer term contracts Enterprise Outsourced IT Dark Fibre Hosted PBX L2/Ethernet Professional Services Aligns brands into a united managed IP VPN Solutions Cyber Security Direct Internet Access Cyber Safety (CyberHound) service platform and expands brand Cloud Onramp awareness 17 Superloop & Superbb Superbb provides a single brand for our “retail” or internet access platforms for “individual end users” Leverages Superloop infrastructure Wholesale Broadband service to over ownership advantage Dark Fibre 40,000 individual subscribers. Metro Ethernet Wavelength Varied access technology approach Fixed Wireless leveraging best of breed platforms and Student Accom Superloop infrastructure to deliver Enterprise Hospitality (via GX2) amazing end user experience Dark Fibre Resi Wireless (via NuSkope) L2/Ethernet Resi NBN (via NuSkope) IP VPN Solutions Allows Superloop to also wholesale Direct Internet Access access to Superbb platform Cloud Onramp 18 Who are our Customers? Group Wholesale Corporate Residential/End Users. Telco’s Finance Student Accom ISPs Education Hospitality (via GX2) Cloud/Content Providers Mining/Construction Resi Wireless (via NuSkope) Retail/Manufacturing Resi NBN (via NuSkope) Healthcare/NFP Enterprise Media Finance Multinational Corporations (MNC) 19 Go to Market Australia Singapore Hong Kong International Selling data networks to Carriers, Cloud/Content Providers, ISPs and SI's. In SG and HK focus Wholesale on "Outside In" Selling data networks to Finance and Media verticals and Businesses in Enterprise on-net buildings and businesses with offices in 2 or more of our regions within reach of our network. Selling all IT&T services (except mobiles). Focusing on 50 to 2000 Corporate seat organisations within reach of our network Selling Internet Access to Residential/End Users NuSkope/GX2 BCB/PBSA 20 Financial KPIs H1 FY18 H1 FY18 H1 FY18 Underlying Annualised Revenue (1) EBITDA (2) Revenue $55.5 $12.5 $110+ million million million At 31 Dec 2017 533.6% $14.7m $20m H1 FY17 Revenue H1 FY17 EBITDA 31 Dec 2016 $8.8 million -$2.2 million $90.0 million + 1. Includes other income 2. After adjusting for transaction costs of $0.2m and integration costs of $0.5m 21 Superloop Connectivity In 3 years Superloop has become the only carrier with metro fibre assets connecting the vast majority of data centres across Australia, Singapore and Hong Kong 22 Asia Pacific Network Infrastructure Australia Singapore Hong Kong Total Strategic Sites 31 Dec 2017 31 Dec 2017 30 June 2017 31 Dec 2017 30 June 2017 31 Dec 2017 30 June 2017 217km 217km 186km 176km 239km 221km Fibre Fibre Fibre Fibre Fibre (1) Fibre 200+ 200+ 57 48 25 17 Strategic Strategic Strategic Strategic Strategic Strategic 280+ sites sites sites sites sites sites Progression - Total Kilometres of Optic Fibre Total Optic Fibre 31 Dec 2017 184km 378km 614km June 2015 June 2016 June 2017 642km (1) HK core backbone includes 2 cables of approximately 118km 23 Singapore Network At 31 December 2017: Cable kilometres: 186 Backbone cores: 624 Data centres: 18 Cable landing stations: 2 Enterprise buildings: 39 1,000+ Enterprises in On-Net Buildings 24 Hong Kong Network At 31 December 2017: Cable kilometres: 235 Backbone cores: 2x1000 Data centres: 14 Cable landing stations: - Enterprise buildings: 11 25 Completion of Hong Kong & TKO Express 1728 2.8km Fibre Cores First truly diverse Connection to Tseung Kwan O Completed construction of initial Hong Kong backbone Fibre cable network (110km x 2,000 cores) 26 In length TKO Industrial Estate Major hub for Financial, Media, Technology and Data Centre companies DATA CENTRES FINANCE & MEDIA Global Switch HK Stock Digital Realty/Savvis/ Exchange DC CenturyLink HSBC Data Centre NTT TKO Next Media Pacnet HKCS1 TVB Media Pacnet HKCS2 Shaw Movie City HK Colo TKO Mega-Plus iAdvantage China Mobile Town Gas Telecom HKDC2 China Unicom China Telecom International Existing Data Centres (11) Data Centres Under Construction (2) Media (7) Cable Landing Stations (4 for 5 cables) Future Cable Landing Station (1) Site not yet leased – will be later TKO Express 27 2727 Taking the cloud to the enterprise We are expanding our access network across Asia - moving towards ubiquity Project Red Lion Singapore Network Expansion Phase 1 01 Strategic opportunity to provide fibre Phase 1 budget of AU$2m connected the first 25 services direct to enterprise customers buildings including 4 new data centres. 02 Analysis & Design Design and budgets undertaken to connect over 100 buildings over multiple phases. Project is designed to leverage existing network and deliver a higher “service success rate” per enquiry and to improve cost and provisioning lead times for customers Future Phases 03 Opportunity to increase network coverage by connecting additional high-value buildings with expanded product set 29 Project Red Lion Extending