Data Center, Telecom & Cloud Computing€¦ · E-commerce em ascensão ... making Brazil one of the...

Ascenty Data Center, Telecom & Cloud Computing

Telcomp – Setembro de 2013

www.ascenty.com

Fone: 19 3517-7600 - www.ascenty.com

Empresa

! Empresa formada em 2010 por Chris Torto e Great Hill Partners.

! Atuamos no mercado de “Infraestrutura de Internet e de Data Centers”.

! Mil e duzentos quilômetros de redes próprias, 100% de Fibra Óptica.

! Data Center padrão Tier III em Campinas no Techno Park,em operação.

! Data Center padrão Tier III em Hortolândia,operacional em Junho de 2014.

! Data Center padrão Tier III em Jundiaí,operacional em Março de 2014.

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Empresa Brasileira fundada em 2010, com foco nos mercados de Data Centers e Telecomunicações


Sobre Vivax!

! Empresa formada por Chris Torto e o fundo de “private equity” Great Hill Partners em 1996.!

! Segunda maior operadora de TV a Cabo com operações em 34 cidades no interior de São Paulo, interior do Rio de Janeiro e Manaus.!

! Começou como “startup” no mercado de TV por Assinatura e venceu os leilões do mercado em 1998 e 2000.!

! Alguns destaques da empresa:!§  Construímos 9.000 km de Rede Ótica e Coaxial entre 1999 e 2006;!§  Lançamos Banda Larga em 2000 e TV Digital em 2004;!§  Abrimos capital na Bolsa de Valores de São Paulo em Fevereiro 2006;!§  Aproximadamente 1.300 funcionários. !

! Em 2006, foi vendida para a Net Serviços. O valor de mercado da Vivax na BOVESPA em Junho 2007 foi de US$1.2 bilhão de dólares.!

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Fone: 19 3517-7600 - www.ascenty.com 4

Mercado Brasileiro de Infraestrutura de Internet


Cenário Favorável para Data Centers e Infraestrutura no Brasil!

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Industria de Tecnologia com Forte Crescimento

n  Increasing internet user base n  Access to high speed data n  Growing market of PC and portable devices n  Latin America has room to growth

Mercado grande com baixa penetração n  Adoption of new technologies to achieve agility,

low cost, more efficiency, process optimization, and best practices

Movimento para IT outsourcing e cloud computing

n  Advantages for customer include access to data from anywhere, easier upgrades, and cheaper hardware costs

n  A move away from licensing sales in exchange for monthly service payment

n  Replacement of CAPEX to OPEX, improving scalability and reliability of systems

Mercado de Infraestrutura de Internet e Data

Centers

E-commerce em ascensão

n  Robust surge of e-commerce due to a growing number of people having access to internet and broadband

n  Massive adoption of virtualization

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2

3

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Forte Crescimento no Mundo Todo!

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America Latina com forte crescimento de faturamento de Data Centers!

Source: Tier 1 Research estimates. Note: Includes colocation and wholesale datacenter revenues only.

$1.6 $1.9 $2.3

$2.8 $3.3

2008 2009 2010 2011 2012

$0.3 $0.4 $0.5 $0.5

$0.7

2008 2009 2010 2011 2012

CAGR: 20.1% CAGR: 20.0%

APAC datacenter revenue LatAm datacenter revenue ($ in

billions) ($ in

billions)

$2.3 $2.8 $3.4

$4.2 $5.0

2008 2009 2010 2011 2012

$5.0 $5.7

$6.7 $8.0

$9.5

2008 2009 2010 2011 2012

CAGR: 17.7%

CAGR: 21.1%

EMEA datacenter revenue North America datacenter revenue ($ in

billions) ($ in

billions)


CAGR: 29%

Industria de Tecnologia com forte crescimento!

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Growing use of internet by households

0%

20%

40%

60%

80%

2005 2006 2007 2008 2009 2010 2011

Europe Americas E x-‐S oviet UionBrazil Arabic countries Asia-‐Pacific countriesAfrica

(% of households with access to Internet)

Source: Business Monitor International - Brazil Information Technology Report Q3 2012; Cetic.br; Passport – Internet retailing in Brazil; KMGP – Brazil Information technology report Q3 2012; Gartner – October 2012

Brazilian IT market growth

7.6 8.9 10.315.1 17.7

21.825.3 26.3

38.943.0

2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

(Net revenues USD bn)

Increasing broadband use in Brazil

(Internet access breakdown)

58% 66% 68% 68%

10% 8% 9% 4%31% 20% 13% 10%

1%6% 10% 18%

2008 2009 2010 2011

O ther Dial in 3G B roadband

Growing market of PC and portable devices (Million units)

15.0

18.0

20.0

22.0

25.0

9.6 16

.4 26.9 36

.9 47

8.4 10.8

13.3

15.7

18.1

0.8

1.5

2.2

3.0

3.6

2011 2012 2013E 2014E 2015E

PC S martphones Notebooks Tablets

33.8

Total units (mn)

46.7 62.4 77.6 93.7

Demand for IT products and services is projected to increase at a compound annual growth rate of 9.0% over the forecast period 2012-2016, making Brazil one of the best-performing global IT markets


E-commerce em Ascensão!

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E-commerce revenues (R$ bn)

E-commerce users (Million of people)

8.210.6

14.818.7

22.5

2008 2009 2010 2011 2012

13.217.6

23.432.0

43.0

2008 2009 2010 2011 2012

CAGR 34.3%

CAGR 28.7%

Increase in the number of web-hosts (# of web-hosts, in millions)

0.0 0.0 0.1 0.1 0.2 0.4 0.9 1.6 2.2 3.2 3.9 5.17.4

10.2

14.717.8

21.1

1995

1996

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

Proportion of companies with websites

46%

53%51%

56%

60%

2007 2008 2009 2010 2011

(% of total enterprises)

Fast growing broadband coverage boosting online retailing in Brazil n  Higher use of internet and demand for online retail drove a larger proportion of companies to have websites and to offer more resources on their

websites, such as product customization and online payment n  The number of networks increased from about 7 thousand, in 1996, to more than 3 million, in 2012 n  As a result, e-commerce revenues CAGR between 2008 and 2012 was ~29%



Mercado grande com baixa penetração!

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(% of total)

Brazil software – Trend towards cloud computing

90% 89% 86%

5% 6%6%

3% 4%4%

1% 2% 5%

2009 2010 2011

Hos ted applications Hos ted infrastructure Hos ted middleware On premise

(% of the total number of enterprises that introduced new software or improved existing software in the last 12 months)

Main reasons for software introduction or improvement (2011)

18.53 19.9321.5

23.3625.36 26.63

30.0432.59

2009 2010 2011 2012 2013E 2014E 2015E 2016E

(R$ bn)

Brazilian software market evolution

7.3%

12.4%

0.2%

3.5%

6.8%

0.9%

IT spending growth (C AGR2012 -‐ 2016E)

S oftware spending growth(C AGR 2012 -‐ 2016E)

S oftware a % of GDP

Brazil US

Software and IT in Brazil underpenetrated vs. US

Brazilian companies are incorporating new software and/or improving current ones to enhance internal processes, increase productivity and efficiency, and meet costumers’ and suppliers’ demands n  Many companies in Brazil are just beginning to explore enterprise applications to help run their businesses; with little available capital or IT resources,

they will find the most affordable and easiest path to deployment through the cloud n  The current opportunity for technology and service providers is to deliver solutions that augment or extend capabilities in areas such as financial

management (accounting), sales force automation and customer service, and expense management


09-16E CAGR: 9%

7%

8%

11%

12%

22%

44%

Enable new task

Differentiate to competition

Integrate into the company's products

Meet customers/suppliers need

Increase productivity

Improve internal procedures


Brazilian hosting services market forecast n  The Brazilian hosting companies target to create dynamic data centers that are designed to use energy efficiently and sustainably, offer maximum security and

process cloud computing applications according to internationally accepted best practices n  The cloud computing area represents a small portion of the business in this sector

Movimento para IT outsourcing e cloud computing !

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42%

52%

54%

78%

82%

Infrastructure

Web-‐hosting

Application development

Technical support for internal system

Technical support for hardware

Main reason for outsourcing (2011) (% of companies with IT outsourcing)

Proportion of companies that outsourced IT-related functions over the last 12 months

39%45% 47%

50% 50%

61%

2006 2007 2008 2009 2010 2011

(% of companies with IT use)

(USD mn and %)

A larger proportion of companies is outsourcing IT-related functions n  Demand for outsourced managed services has accelerated as a result of:

−  Faster technological change of enterprise systems −  Clients’ desire to transition fixed-cost capex to more variable-based opex −  Desire by clients to reduce costs and complexities of their IT environments while improving scalability and reliability of systems −  Accelerated demand across the business landscape

n  Web hosting is the fourth most outsourced item


CAGR 11.4%

464 537 617 675 730 820 915 1,0151,125

2008 2009 2010 2011 2012E 2013E 2014E 2015E 2016E


Movimento para IT outsourcing e cloud computing !

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Factors driving growth in the SaaS market

The cloud computing market is experiencing a robust growth. This growth is driven primarily by the need of companies to reduce costs and the need for easy access to technology

Cost reduction Tight budgets: n  Amid the current uncertain economic conditions, tight IT budgets are pushing demand for cloud computing services. n  Post 2009-2010 recession the opportunity to save costs is attracting companies to implement SaaS-based applications, as

these do not require upfront investments for physical infrastructure, deployment and training. 1 Ease and speed of deployment

The speed and ease of deployment have contributed to the increasing popularity of the SaaS model: n  Growth is also being driven by consumers’ increasing familiarity with the SaaS model. n  The faster implementation of SaaS and the immediate access it offers reduce the time taken by customers to realize value

from software purchases. 2 Increasing demand from SMBs

Increasing adoption of SaaS by small and medium-size businesses (SMBs) is another major factor driving growth: n  As SMBs find the pay-as-you-use SaaS model in line with their business objectives, the demand from these SMBs is

increasing. n  Another factor behind SMB adoption of SaaS solutions is the need to reduce overall investment by eliminating added costs

associated with on-premise solutions such as software licenses, dedicated servers, maintenance fees and upgrades, and IT personnel support.

3 Leading drivers for current or planned use of SaaS in the next 12 months

13%

15%

17%

33%

39%

41%

50%

L imited capital expense

Temporary solution to solve a temporary bus iness need

L ack of IT resources to implement on-‐premises solution

H igher user acc eptance than on-‐premises solution

Best alternative for new reg ional deployment

Eas ier and/or faster to deploy than on-‐premises solution

More cost-‐effec tive than on-‐premises solution



Os Desafios do nosso Business Plan!

▲  Negocio e capital intensivo!

▲  Alto custo de capital comparado com outros países!

▲  Prédios com espaço suficiente !

▲  Quantidade de energia elétrica disponível!

▲  Diretos de passagem para instalar nossas redes!

▲  Mão de obra qualificada!

!

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Nossa Estratégia


Nossa História!

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2010 2011 2012 2013 2014 2015

§  Constituição Empresa de Telecom ü  §  Construção rede de Fibra Óptica ü  ü  ü  §  Inicio da operação de Telecom Dez/11 §  Construção do DC Campinas ü  ü  ü  §  Inicio da Operação DC Campinas Nov/12 §  Construção DC Hortolândia ü  ü  §  Construção DC Jundiaí ü  ü  ü  §  DC #4 (projeto) ü  §  DC #5 (projeto) ü  Legenda: ü Realizado ü Em andamento ü Projeto


Nossa Estratégia

! Operar nossos Data Centers (nível tier III) junto com redes de fibras ópticas próprias para promover serviços de: !   Colocation !   Hosting gerenciado ! Cloud computing !   Banda IP !   Conectividade (Banda IP e Links)

! Interligar nossos Data Centers e outros com nossas redes de fibra óptica !   Garantindo qualidade e agilidade dos serviços fim a fim. !   Melhorando a infraestrutura da internet no Brasil

! Oferecer circuitos de alta capacidade (2 Mbps a 80 Gbps) para as operadoras de telecom e o mercado corporativo com foco em: !   Conectividade para Data Center (Lan – Lan) !   Banda IP ! Backhaul móvel (fibra até as torres) para as operadoras móveis

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Nossos Data Centers !

Acre

Amazonas

Mato Grosso

Mato Grosso do Sul

Rio Grande do Sul

Paraná

Santa Catarina

São Paulo

Minas Gerais

Rio de Janeiro

Espírito Santo

Goiás

Pará

Amapá Roraima

Bahia

Pernambuco

Maranhão

Alagoas

Piauí Paraíba

Rio Grande do Norte

Rondônia

Distrito Federal

Sergipe Tocantins

Ceará

Campinas - SP (2012)

Hortolândia – SP (2014)

Jundiaí – SP (2014)

Fortaleza – CE (2014/2015)

São Jose dos Campos – SP (2015)


Ascenty Data Centers

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Data Center Área Espaço de TI em m2

Energia Total

Energia(w)/m2 de TI Racks

Campinas - SP 5.000 2.240 6 MW 1.600/m2 800

Hortolândia - SP 5.000 2.520 20 MW 3.970/m2 900

Jundiaí - SP 7.000 3.360 25 MW 3.570/m2 1.200


ü  Prédio: 5.000 M2

ü  Área de TI: 2.240 M2

ü  Tier III: N+1

ü  Total de Racks: 800

ü  Energia: 6 MW

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Data Center - Campinas

Data Center Tier III com capacidade de 800 racks em Campinas no Techno Park

! Eficiência ! Disponibilidade ! Segurança ! Confiabilidade ! Conectividade ! Consultividade


Data Center - Hortolândia

Data Center Tier III com capacidade de 900 racks em Hortolândia

! Eficiência ! Disponibilidade ! Segurança ! Confiabilidade ! Conectividade ! Alta Densidade



ü  Tier III: N+1


ü  Energia: 20 MW

CORREDOR – DC - CAMPINAS


Data Center - Jundiaí

Data Center Tier III com capacidade de 1200 racks em Jundiaí

! Eficiência ! Disponibilidade ! Segurança ! Confiabilidade ! Conectividade ! Alta Densidade



ü  Tier III: N+1


ü  Energia: 25 MW

DATA HALL – DC - CAMPINAS


Data Centers – Nossos Serviços ! Colocation ! Colocation de alta densidade elétrica (10kW por rack para cima) !   Infraestrutura de energia elétrica, refrigeração e segurança !   Espaço: Racks, Cages, Suítes e Build-to-Suits

! Hosting Gerenciado !   Soluções Dedicadas e Compartilhadas !   Soluções de Redes, Segurança, Storage, Backup !   Serviços gerenciados

! Cloud Computing !   Plataforma Robusta !   Cloud Privado e Publico !   Serviços de Monitoramento Avançados !   Gerenciamento de Nuvens (Sistemas Operacionais, Aplicações, etc.)

! Network e Conectividade !   Banda IP (própria ou com outras operadoras: Site Neutro) !   Links LAN - LAN


Por que Ascenty Data Centers?

! Infraestrutura de classe mundial (Tier III).

! Serviço com foco total no cliente.

! Banda IP redundante e de alta qualidade.

! Serviços Gerenciados para seu ambiente de TI.

! Conexão aos PTT’s Metro (São Paulo e Campinas).

! Localização Estratégica dos Data Centers (Segurança Absoluta).

! Agilidade de entrega dos serviços de Data Center e Telecom.

! Links/LAN - LAN de alta capacidade via Fibra Óptica própria.

! Equipe experiente e dedicada com foco total no cliente.

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Experiência, profissionalismo e agilidade para seu ambiente de TI. A Ascenty conta com uma equipe competente e qualificada de profissionais certificados nas principais tecnologias que se ajustam às necessidades do seu negócio.


Ascenty Telecom


Ascenty Telecom Características da Rede §  1.200 Km de rede de

Fibra Óptica §  Anéis nas principais

cidades §  Backbone via dutos

subterrâneos entre São Paulo e Campinas

§  Cidades Atendidas: ü São Paulo ü Santo André ü São Bernardo ü São Caetano ü Mauá ü Diadema ü Jundiaí ü Campinas ü Hortolândia ü Barueri/ Tamboré ü Osasco

! Tecnologias: SDH, Metro Ethernet, MPLS e DWDM

! Produtos: Links, Banda IP, FTT, Long-Haul e Waves.

! Velocidades: 2 Mbps a 80 Gbps.

! Clientes: Operadoras Fixas e Móveis e Empresas.

! Serviço: Focal total no Cliente.


Porque Ascenty Telecom?

! Redes Novas e Recém Construídas (100% fibra óptica).

! Localização Estratégica das Redes e POPs.

! Interconexão com os principais Data Centers, PTT e Operadoras.

! Serviços em todas as tecnologias: SDH, Metro Ethernet, MLPS e DWDM .

! Links de alta capacidade via Fibra Óptica (2Mbps a 80Gbps).

! Agilidade na entrega dos serviços.

! Modelos de negócio flexíveis.

! Equipe experiente e dedicada como foco total no cliente.

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Soluções de infraestrutura de redes metropolitanas de alta capacidade e backbones de fibras ópticas próprias.


Nossas instalações

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Ascenty Data Center, Telecom & Cloud Computing

www.ascenty.com

Data Center, Telecom & Cloud Computing€¦ · E-commerce em ascensão ... making Brazil one of the...

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