Equinix : Q2 2024 Equinix Investor Presentation
EQIX
Investor
Presentation
Q2 2024
© 2024 Equinix, Inc.
Equinix Business Update
© 2024 Equinix, Inc.
3
Key Priorities at Equinix
Investing to extend our competitive advantage
CAPITAL ALLOCATION
STRATEGIC PRIORITIES
Organic Investments
Return of
•
Expansion of platform
Capital
•
Increase ownership
•
Consistent
•
Invest in technology
dividend growth
initiatives
DELIVERING VALUE FOR SHAREHOLDERS
AFFO per
Share Growth
FINANCIAL PRIORITIES
•
Maintain investment
Strategic Acquisitions
grade status
Recent
Significant
•
Optimize financial flexibility
IXEurope
Verizon
Switch and
Data Centers
Bell
Data
Metronode
ALOG
Telecity Group
© 2024 Equinix, Inc. 4
Dividend
Yield
Return on Invested Capital
Digital demand continues to accelerate with a series of catalysts creating a cumulative effect
2000s
Web,
Social and SaaS
Consumer demand and aaS acceleration lay the groundwork for enterprise transformation
2010s
Cloud
Ignites a
multi-decade
transformation of
enterprise IT
2020-2022
Pandemic
Fans the flames
of Business
Transformation
2023+
AI
Fuel on the fire to transform business and society
© 2024 Equinix, Inc. 5
A data and application driven world places different demands on digital infrastructure
More
More
More ecosystem-
More
More
distributed
cloud-connected
enabled
on-demand
sustainable
REACH
INTER-
ECOSYSTEMS
TRUST
SUSTAINABIILTY
CONNECTION
© 2024 Equinix, Inc. 6
Platform Equinix - Our Competitive Advantage(1)
Equinix global reach expanding across 72 metro areas and 33 countries
6
Continents
33
Countries
72 Metro areas 264 Data centers
Interconnected Ecosystems
29 Metros
110 Data Centers
99.999%+
reliability
28 Metros
15 Metros
96 Data Centers
58 Data Centers
10,000+
customers
13,000+
employees
472k+
inter-
connections(2)
100%
renewable
power pledge
Unmatched Global Reach
High Quality & Consistency
Top 10 customers (on average) are deployed in 80+ IBX®s, and make up 17% of recurring revenues
© 2024 Equinix, Inc. 7
Becoming the Trusted Center of a Cloud-First World
Curating Interconnection Ecosystems Remains a Strategic Priority with 2023 Interconnection revenue growing 10% year over year (3)
Networking
Density
Peering
Interconnection
Enterprise
Community
Cloud & IT
Clusters
~40% of Hyperscale Cloud On-ramp Nodes are in Equinix (1)
(Public Multi-Cloud and Network Density)(2)
AWSAzure
Others
40%
Others
45%
Market
Market
share
share
Others
Google Cloud
Oracle
41%
Others
50%
Market
Market
share
share
Integrated with Dynamic Hybrid Applications
CDM
Digital
Number of Interconnections
Payments
Individual
IoT
Conceive
Capture
Cluster
Curate
Diversity of Participants
l
t
i
a
g
i
D
Customers
Privacy
Supplier network
Digital
products
Digital
En
a
g
g
e
m
e
n
t
Mobile sales and
payments
Omni-channel
storefront
API
Digital
services
Research
and innovation
s
m
t
Ecosy
s
e
© 2024 Equinix, Inc. 8
xScale: Amplifying Our Balance Sheet to Extend Cloud Leadership
Recent Activity
Overview
Benefits
© 2024 Equinix, Inc. 9
AMER
EMEA
APAC
Total Portfolio
JV Status
Silicon Valley 12x-1
JV
Mexico City 3x-1
JV
Warsaw 4x-1
JV
Warsaw 4x-2
JV
Milan 7x-2
JV
Madrid 3x-2
JV
Madrid 3x-3
JV
Frankfurt 10x-1
JV
Madrid 4x-1
JV
Milan 7x-3
JV
Frankfurt 16x-1
JV
Paris 13x-2
JV
Warsaw 4x-3
JV
Paris 12x-1
JV
Paris 12x-2
JV
Osaka 4x-1
JV
Tokyo 13x-3
JV
Seoul 2x-2
JV
Osaka 5x-1
JV
Capacity Under
Development (1)
Previously Opened
JV
Data Centers
Total Portfolio(1) (2)
Status
Phase
Opening
Open
Open
Previously
Q2 2025
Announced
Open
Open
Open
Open
Previously
Q3 2024
Announced
Previously
Q4 2024
Announced
Previously
Q4 2024
Announced
Previously
Q1 2025
Announced
Previously
Q1 2025
Announced
Previously
Q1 2025
Announced
Previously
Q2 2025
Announced
Newly Added
Q2 2025
Previously
Q2 2025
Announced
Newly Added
Q4 2025
Newly Added
Q4 2026
Open
Open
Newly Added
Q1 2025
Newly Added
Q4 2025
Previously
Q1 2027
Announced
Open
Open
Cost
Phase
Phase
Capacity
Leasing
($M)
(MW)
(MW)
$272
14
14
$61
4
0
$113
5
5
$23
5
5
$32
5
5
$45
5
5
$9
2
0
$206
14
14
$119
10
10
$67
10
10
$192
14
14
$105
14
7
$74
10
10
$277
14
0
$145
14
0
$148
14
14
$59
8
0
$70
10
0
$177
19
19
$2,196
192
132
$2,640
253
233
$4,836
446
365
The Three Pillars of ESG (1)
Our Future First sustainability strategy inspires us to dream of a better future
Environment
Do what it takes
to protect the planet
Social
Do more for each other to unleash potential
Governance
Do what's right
to lead the way
Awards and recognition
In 2023, we received recognition for our sustainable operations, innovations and commitment to building an ethical, inclusive place to work:
APR 2024
© 2024 Equinix, Inc. 10
Disclaimer
Equinix Inc. published this content on 20 August 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on August 20, 2024 at 22:56:04 UTC.