Steve Smith, CEO and president, delivered a keynote speech on growth projections for network and cloud services on Tuesday, January 21 at 9:30 AM HST. The keynote, entitled “Mapping the Future of Networks and Clouds Inside Equinix,” utilized data based on connectivity patterns within the company’s set of 95+ global data centers to provide a unique perspective on the trends that map the future of network and cloud service providers.

1. Enabling the Future of Networks, Enterprises & Clouds
Steve Smith, CEO
PTC’14 | January 21

2. The cloud is the paradigm shift for the next decade
…Interconnection is more critical than ever
…We enable networks, enterprises and clouds to connect
…#techtrends #winners #losers #whatnext?
Positive Secular Trends
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
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3. Agenda
1. Our Global Interconnection Platform
2. Perspective on the Cloud Market
Positive Secular Trends
3. Enabling the Future Together
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
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4. The Equinix Journey
2,152
1,896
1,570
1,196
Equinix Revenues ($M)
883
705
Positive Secular Trends
$-
$-
$13
1998
1999
2000
419
$63
$77
$118
2001
2002
2003
$164
2004
221
2005
287
2006
2007
2008
2009
2010
2011
2012
2013E
Note: Based on the midpoint of our FY2013 guidance as announced on a Form 8-K filed with the SEC on 11/12/13. Does not constitute a reiteration or
reaffirmation of such guidance.
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
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5. The Global Platform
Interconnection
Global
Data Centers
100 Data Centers
9.9M+ Gross Square Feet
99.99999% Uptime
950+ Networks
124,000+ Cross Connects
World’s Largest Exchange Provider
Business
Ecosystems
Equinix Marketplace™
4,400+ Businesses
Revenue Opportunities
Positive Secular Trends
Note: Cross-connect count includes Asia Tone and ancotel acquisitions.
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
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6. Enabling Ecosystems
Cloud & IT (24%)
Financial Services (21%)
Networks (26%)
Content &
Digital Media (20%)
Enterprises (9%)
Positive Secular Trends
Note: Percentage of monthly recurring revenues in Q3 2013, consisting primarily of revenues from colocation, interconnection and managed services as
reported on Q3 2013 earnings call.
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
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7. Agenda
1. Our Global Interconnection Platform
2. Perspective on the Cloud Market
Positive Secular Trends
3. Enabling the Future Together
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
7

8. Technology Trends Driving Traffic Growth
Traffic1
Trends
Global IP Traffic
Internet
of Things
19 billion networked devices in 2017 or 2.5 per capita2
30 billion things by 20206
Big Data
90% of the world’s data has been generated in the last 2 years6
>800% growth is expected by 2020, with 80% of new data unstructured
Apps
Mobile apps are revolutionizing how we live our lives and are a $27B
market this year, growing at an 85% rate3
Exabytes per month
121
32
2012 2017
Mobility
54% of all networked devices will be mobile-connected by 2017. An
average smart phone will generate 2,576 MB of data traffic/month4
Global Mobile Traffic
Exabytes per month
Positive Secular Trends
Social
Information now flows real-time across global social networks
Trading
Trading is now electronic and high-frequency, reflected in rapidly
rising peak market data message volumes. More than 60% of foreign
exchange volumes is electronically traded.
11.2
0.9
2012 2017
Source: [1][2][4] Cisco,[3] ABI Research,[5] Gartner,[6]IBM
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
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9. Cloud Adoption Ramping Up
Global Public Cloud Market Size ($B)
Global Private Cloud Market Size ($B)
~$212B
~$20B
Management &
Security
CAGR 12%-16%
Total ~14%
CAGR 12%-16%
Total ~15%
Software
Hardware
IaaS
~110B
PaaS
~10B
SaaS
Positive Secular Trends
2012
Source: Gartner (Feb 2013)
2016
Business
Process as a
Service
2012
2016
Source: IDC – Worldwide Private Cloud IT Infrastructure Forecast (April
2013), McKinsey Cloud Initiative
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
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10. Cloud Disrupts the Tech Landscape
Growth
Cloud
Providers
Outsourced
IT
Price
Customization
Assisting
enterprises to
get to cloud
Cloud is easier
to get
Increased traffic
Networks
Managed
Services
Evolving value
proposition to
enterprises
Provide own
cloud solutions
Less demand
for managed
services
Positive Secular Trends
Enabling cloud
Hardware
Vendors
“DIY,”
eliminating
vendor lock-in
Lower latency
Data
Centers
Direct to IaaS
data center
Source: (Evercore 2013)
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
10

11. Multi-tenant Data Centers Will Be Traffic Magnets
Global Data Center Traffic
Zettabytes/Year
8
CAGR 2012-2017: 25%
7
6
5
69%
Cloud Data Center
(35% of CAGR)
4
3
Traditional Data Center
(12% of CAGR)
Positive Secular Trends
2
1
46%
31%
54%
0
2012
2013
2014
2015
2016
2017
Source: Cisco Global Cloud Index Report 2013
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
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12. Interconnection/Low Latency Is Increasingly Important
Workloads Deployed in the Cloud
Application Performance Requirements
Performance
Gaming
High <80ms RTD
Med <40ms RTD
Low <20ms RTD
<1ms RTD
Test
CRM
Virtual Desktop
M2M Trading
Backup
Payments
Gaming
Email
ERP
Video
HRM
Finance
Advertising
Big Data
Social
Mobile
Batch Processing
Internal Web Apps
Positive Secular Trends
Customer Web Apps
Test
Development
0
Source: Rightscale
20
40
60
80
100 %
Source: Equinix
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
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13. Enterprises Migrate to Hybrid Cloud
Most G5000 enterprises moving to
hybrid cloud environments
Enterprises evaluating hybrid
cloud use cases
100%
Cloud User
Respondents –
Companies with
1,000+ Employees
(N-855)
90%
80%
Business
Requirement
• Key driver
Seasonal Peaks
(E-commerce)
70%
60%
Hybrid
Compliant Data
(HIPAA, SOX)
• Sovereignty of enterprise
information
Business Apps
(ERP, CRM)
• Low latency requirements of
core business applications
Public
50%
• Compute capacity during
peak demand
Private
40%
Positive Secular Trends
30%
20%
10%
Big Data
(Analytics)
0%
2013
• Large data volume
workloads
2018
Source: NorthBridge Venture Partners; Team analysis, Bain Analysis; Literature search; Gartner, IDC, Enterprise interviews (n=30)
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
13

14. Agenda
1. Our Global Interconnection Platform
2. Perspective on the Cloud Market
Positive Secular Trends
3. Enabling the Future Together
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
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15. Our Business Is Cultivating Ecosystems
Mobility Centers
Direct Connect
Improving cloud access
Cloud Hubs
WAN Hubs
Enabling mobile broadband
Enabling public, private, hybrid clouds
Facilitating efficient enterprise networks
Proximity Hosting
Magnet Client Hosting
Enabling low-latency transactions
Architecting ecosystems
Positive Secular Trends
Service Provider Networks
Caching
Peering Networks
Supporting mission-critical services
Delivering digital content
Scaling the Internet
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
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16. Equinix Is the On-ramp to the Cloud
Enables hybrid cloud
deployments for
mission-critical apps
Enterprise
deployments
(hybrid, private
in Equinix)
Direct
access to
public
clouds
Positive Secular Trends
Networks can reach
multiple clouds in a
single location
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
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17. Robust Growth Expectations for IaaS and SaaS
Equinix Global Cloud Customers
by Segment Q3’13
Other
16%
Equinix Global Revenue Growth for
IaaS & SaaS
Today
IaaS
7%
IaaS
SaaS
Observed
growth
SI
7%
SaaS
29%
Positive Secular Trends
Projected
growth
MS
41%
Total: 1,200+
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
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18. Cloud Revenue Opportunity for NSPs Inside Equinix
$1.4 billion
today
3x by 2017
Positive Secular Trends
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
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19. The cloud is the paradigm shift for the next decade
…Interconnection is more critical than ever
…We enable networks, enterprises and clouds to connect
…#techtrends #winners #losers #whatnext?
Positive Secular Trends
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
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20. Thank You
Positive Secular Trends
Visit our PTC suite in Tapa Tower, Suite 2730
www.equinix.com/cloud
© 2014 Equinix Inc.
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