european colocation services market analyst briefing hosted by marina martin 5th december 2002
TRANSCRIPT
European Colocation Services Market
Analyst Briefinghosted by Marina Martin
5th December 2002
EU Gene Therapy 10th Dec 2002
Agenda
• Introduction and Definitions
• Overview of Colocation Developments
• Market Challenges for Colocation Players
• The Colocation Value Chain: Where is
Demand Coming From?
• Recent Market Trends and Forecasts
• Conclusion
EU Gene Therapy 10th Dec 2002
Datacentre Service Offerings
EU Gene Therapy 10th Dec 2002
Market Challenges for Colocation Players
• Colocation facilities face the need to increase their range of services
• Dramatic increase in data centres across Europe
creates short-term saturation, leading to
industry consolidation
• Negative market expectations and sentiment
• Power requirements of data centres
• Security issues remain complex
• Ability to offer scalable facilities that grow with
the customer
EU Gene Therapy 10th Dec 2002
The Future of Datacentres in Europe
Total European Colocation Services Market: Available Space and Space Growth Rates (1998-2007)
0
100000
200000
300000
400000
500000
600000
700000
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007
Mar
ket
Size
($
mill
ions
)
0
10
20
30
40
50
60
Ann
ual G
row
th R
ate
(%)
Colo Space Available (m2) Colo Space Occupied (%)
Note: All figures are rounded. Source: Frost & Sullivan
EU Gene Therapy 10th Dec 2002
Demands & Requirements of Key Verticals (Europe), 2001-2002
Vertical Colocation Requirements % of Demand
Trend
Incumbent Operators
Space in meet me rooms, data storage, housing of telecoms equipments, managed Web hosting
15 Up
Alternative Carriers
Space in meet me rooms, data storage, housing of telecoms equipments, managed Web hosting
10 Up
Corporates Data storage requiring secure suites, data-back- up at multiple sites, connectivity
20 Up
Content Providers/Portal Operators
Data storage and connectivity 5 Up
Application Service Providers
Mainly housing of servers, but also data storage, requiring 1- 5 racks and connectivity per month
25 Down
Metropolitan Area Networks
Housing of telecoms equipment in secure suites
5 Up
Voice Resellers Demand from Eastern European resellers requiring 2- 5 racks per month
5 Down
Dotcoms Housing of whole operation requiring whole suites
15 Down
EU Gene Therapy 10th Dec 2002
Colocation Revenue Forecasts
Total European Colocation Services Market (1998-2007)
0
100
200
300
400
500
600
700
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007
Mar
ket
Size
($
mill
ions
)
0
50
100
150
200
250
300
Ann
ual G
row
th R
ate
(%)
Revenues ($ million) Revenue Growth Rate ( %)
Note: All figures are rounded. Source: Frost & Sullivan
EU Gene Therapy 10th Dec 2002
Conclusion
• Adoption of right strategies is crucial• Understand the different demand dynamics
across Europe• Channel partnerships key to moving away from
commoditisation• Refocus on tackling outsourcing restraints and
demonstrating ROI
EU Gene Therapy 10th Dec 2002
Any Questions?
For more informationCall: 020 7343 8363
or email: [email protected]
www.frost.com