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  1. #1
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    [EN] STT GDC Acquires Control of VIRTUS Data Centres

    Strategic acquisition to boost future growth and deepen STT GDC’s footprint in the UK

    Press Release -- October 6th, 2017
    Source: Virtus

    ST Telemedia Global Data Centres (STT GDC) today announced that VIRTUS Data Centres (VIRTUS) is now a subsidiary of STT GDC following the acquisition of Brockton Capital LLP’s entire stake in VIRTUS.

    STT GDC’s strategic investment will ensure that VIRTUS is well placed to execute on its strategic growth plans within the UK and in new European markets. In addition, VIRTUS will be able to further leverage on STT GDC’s resources and expertise for expansion and global customer acquisition purposes.

    VIRTUS is part of the STT GDC network which comprises over 50 top-tier data centres in key economic hubs, including China, India, and Singapore.

    Since STT GDC’s entry into the business in 2015, VIRTUS has expanded quickly from operating two data centre assets to a significant colocation platform operating four high quality facilities. VIRTUS has also announced plans for two new adjacent facilities near Stockley Park to form London’s largest data centre campus and strengthen VIRTUS’ position as one of the key hybrid colocation providers in the London metro area.

    Commenting on the acquisition, Sio Tat Hiang, Chairman of ST Telemedia Global Data Centres, said, “We are seeing a burgeoning demand for colocation in the UK and European data centre market, and there is no better time than now to expand our presence there supporting our customers’ growth plans. The acquisition reflects our commitment and continued confidence in the key UK and European economies. Through this acquisition, we hope to further cement our footprint in the UK, as well as accelerate growth for both STT GDC and VIRTUS.”

    Neil Cresswell, Chief Executive Officer of VIRTUS Data Centres, said, “We are thrilled to deepen our relationship with STT GDC who share the same goals as us – to deliver world-class infrastructure and service to our customers, to be the top player in the market and to continue to grow the portfolio to meet the ever increasing customer demands. This transaction will help VIRTUS continue to thrive in our market and fuel our growth plans. With STT GDC’s continued support, VIRTUS remains committed to supporting our customers with flexible and cost-efficient solutions at scale.”

    Simon Samuels, Partner at Brockton Capital LLP, said, “VIRTUS has experienced rapid growth in the last few years and we are extremely pleased with the company’s performance. We have enjoyed a fantastic partnership with STT GDC and are proud of the development of the VIRTUS business to where it is today. We are confident the business is in good hands to continue its trajectory in a high growth market.”

    About ST Telemedia Global Data Centres

    ST Telemedia Global Data Centres (STT GDC) is a fast-growing data centre provider headquartered in Singapore. With a global platform of data centres in the world’s major business markets of over 50 facilities across Singapore, China, India and the UK, STT GDC offers a full suite of best-in-class, highly scalable and flexible data centre solutions, connectivity and support services that best meet customers’ current and future colocation needs. STT GDC is a wholly owned portfolio company of ST Telemedia, a strategic investor in communications, media and technology businesses across the globe. For more information on STT GDC, please visit www.sttelemediagdc.com

    About VIRTUS Data Centres

    VIRTUS Data Centres, the UK’s fastest growing data centre provider, owns, designs, builds and operates the country’s most efficient and flexible data centres. VIRTUS leads the industry with award winning innovation in hyper efficient, ultra-high density and highly interconnected facilities.

    Located in and around London’s metro, VIRTUS offers the best of traditional retail and wholesale colocation models, combining dedicated support and complementary ecosystems with low cost, scalable and custom solutions, in uniquely flexible and customer friendly packages. Customers also benefit from Tier III certified, ultra-secure facilities, that provide 100 per cent uptime; protecting and connecting data, applications, networks and clouds within VIRTUS Data Centres and the global digital economy.

    http://newswire.telecomramblings.com...-data-centres/

  2. #2
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    VIRTUS Plans New London Campus

    Rob Powell: VIRTUS Data Centres has unveiled some new expansion plans for its UK data center footprint. They will be refitting two adjacent buildings in Stockley Park, which lies 6 miles from London and 7 miles from Slough, and launching them as LONDON5 and LONDON6.

    Combined the two buildings will add some 34,475 square meters, or 371K square feet, and 40MW of IT load to VIRTUS's footprint. According to VIRTUS, the new campus will be the UK's largest. Work has started on the first of the two buildings, which should be available early next year.

    VIRTUS is also currently working on building out LONDON3 for a launch next summer, which will be next to LONDON4 in Slough which they brought into the fold earlier by acquiring a facility from Infinity Data Centers. The company is part of ST Telemedia's GDC group, which also operates data centers in India, China, and of course Singapore.




    VIRTUS Data Centres unveils plans for London’s largest data centre campus near Stockley Park

    Press Release -- September 28th, 2017
    Source: Virtus

    VIRTUS Data Centres (VIRTUS), the UK’s fastest growing data centre provider and where the cloud lives in London, continues its rapid expansion announcing plans for two new adjacent facilities on a single campus near Stockley Park, West London. The new site will be amongst the most advanced in the UK and create London’s largest data centre campus. Establishing this new mega campus further strengthens VIRTUS’ position as the largest hybrid colocation provider in the London metro area.

    The two buildings, on the secure eight-acre campus, total 34,475m2. Known as VIRTUS LONDON5 and LONDON6, they are designed to deliver 40MW of IT load and have the secured power capacity to increase to 110MVA of incoming power from diverse grid connection points, future proofing expansion for customers.

    The location of the campus, is ideally situated: 16 miles from central London on the main fibre routes from London to Slough, and 7 miles from Slough, thus providing unrivalled hyper efficient, limitless metro fibre connected, flexible and massively scalable data centre space, within the M25.

    Work has started to fit out space in LONDON5 for customers who have already committed and general availability is expected in early 2018. These two new data centres will provide an additional 17,000NTM (net technical metres) of IT space and will increase VIRTUS’ portfolio in London to approximately 100MW across their six facilities in Slough, Hayes and Enfield, with the power to expand to circa 150MW on the various campuses.

    Together with the recently announced LONDON3 in Slough, the new facilities keep VIRTUS at the forefront of next generation data centres. Their size and expandability will significantly increase the capacity of highly reliable, efficient, secure, scalable and interconnected data centre space available to VIRTUS customers in London.

    Neil Cresswell, CEO of VIRTUS Data Centres, said, "With the hunger for connectivity and data growing exponentially, our data centres continue to play a vital role in enabling the UK and Europe’s digital economy. We work with clients across all industries, all with unique audiences and IT landscapes, but with the common need to deliver the highest levels of availability, performance and security of digital experiences. As we move with our customers into an increasingly digital future, we help them deliver high performing applications and content. We provide fast, seamless connectivity to networks and public clouds, along with the capacity for vast data storage and compute processing power - all for lower costs. This investment in LONDON5 and LONDON6 means we can grow with our customers and help them achieve their ambitions.”

    As well as being one of London’s leading colocation providers, VIRTUS is part of the ST Telemedia Global Data Centres (STT GDC) group, a carrier-neutral and advanced data centre platform with over 50 data centres in India, China, Singapore and the UK. VIRTUS’ sites serve as a business hub for hundreds of organisations across financial services, the public sector, life sciences, education as well as cloud and IT services industries. It gives access to over 20 public cloud platforms via the majority of global and regional telecommunications providers. Just as VIRTUS is the key cloud hub in London, STT GDC’s facilities are where the cloud lives in other major developed and developing economic areas.

    http://newswire.telecomramblings.com...stockley-park/

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  4. #4
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    GDS is a leading developer and operator of high-performance data centres in China, with a 16-year track record in colocation and managed services. GDS is now serving over 400 customers, comprising predominantly of large Internet and Cloud Service Providers, Financial Institutions, Telecommunications, IT Service Providers, and Large Domestic Private Sector and Multi-National Corporations.






    William Wei Huang: Founder, Chairman, and CEO



    STT Defu 1

    https://www.sttelemediagdc.com/

    GDS Holdings Ltd. (GDS), Interview with William Wei Huang, CEO: [video] http://edge.media-server.com/m/p/yryszox4

    Mr. William Wei Huang is our founder, chairman of our board of directors and, since 2002, has served as our chief executive officer. Since 2004, Mr. Huang has also served as a director of Haitong-Fortis Private Equity Fund Management Co., Ltd., a domestic private equity fund management company in China. Prior to founding our company, he served as a senior vice president of Shanghai Meining Computer Software Co., Ltd., which operates StockStar.com, a website primarily providing finance and securities related information and services in China, as a vice president of Ego Electronic Commerce Co., Ltd., and as general manager of Shanghai Huayang Computer Co., Ltd.

    Na entrevista, William Wei Huang diz que a GDS detém 25% do mercado chinês de data centers. Atende Baidu, Alibaba, etc.
    Última edição por 5ms; 06-10-2017 às 12:00.

  5. #5
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    Alibaba plans second European data center, potentially in the UK or Sweden

    But questions remain over whether it will build its own facility

    Sebastian Moss
    29 September 2017

    Chinese e-commerce giant Alibaba is debating where to locate its second European data center, as it tries to expand its cloud services outside of mainland China.

    Top among the potential locations are London, UK and an unnamed city in Sweden, Lin Luo, Alibaba’s deputy director for international government and public affairs, told Bloomberg. Alibaba opened its first European data center in Frankfurt in November 2016.

    “Right now, Europe is really a weak region for us, very weak,” Luo told the publication when in Belgrade, Serbia, where he was meeting government and business officials to discuss IT cooperation.

    She added: “We have to figure out what is the best strategy for here.”

    It is not clear if Alibaba will build its own data center, or simply colocate - as it did with Vodafone in Germany.

    It could also partner with a third party, as it did in Dubai, when it formed a joint partnership with Meraas, or in Japan where it partnered with SoftBank.

    Alibaba’s cloud division, also known as AliYun, remains a small part of the company’s overall revenue, but is growing rapidly. In China, Alibaba claims to host more than a third of all websites, including its enormously popular shopping portal.

    The company also plans to open data centers in India, Indonesia and Malaysia this fiscal year.

    http://www.datacenterdynamics.com/co...40.fullarticle

  6. #6
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    GDS latest data centre player to enter Nasdaq


    William Wei Huang (center), founder and CEO of GDS Holdings Ltd (Nasdaq: GDS),
    rings the opening bell at the Nasdaq MarketSite in Times Square



    João Marques Lima
    2 November, 2016

    GDS Holdings, a China-based developer and operator of high-performance data centres, has today finalised its IPO by ringing Nasdaq’s opening bell in Times Square, New York.

    The bell was rang by chairman and CEO William Wei Huang. The company will trade as GDS.

    Based in Shangai, GDS has 573 employees and over 19 million active shares. The IPO achieved $193m.

    GDS runs and operates data centres across China including in Shanghai, Beijing, Shenzhen, Guangzhou and Chengdu. It accounts for more than 48,000 sqm of data centre space and the company has unveiled plans to build an extra 31,000 sqm.

    With nearly 400 large customers, the company is mostly servicing hyperscale data centre users.

    The underwriters for the IPO offering made in early October were Credit Suisse, JPMorgan, Citigroup, RBC Capital Markets, China Renaissance and Credit Agricole CIB.

    GDS’ net revenue increased by 50.2% to $105.9m from 2014 to 2015. For 2016, the company reported revenues of $127.

    Speaking to Data Economy, GDS’ CFO Dan Newman said that going public was a “great milestone to achieve”.

    He said: “Markets are difficult and we had to take into account a lot of considerations in terms of the price for example.

    “From the company point of view, it is such an important milestone to get access to the largest capital market in the world.

    “For a business like ours – serving the kind of blue-chip customers, giant technology and internet customers that we have – to be listed on Nasdaq is very important for our business. Transformative even.”

    Newman also said that other data centre players “are quite scared” to enter the Asian market, however, “China is probably the biggest data centre opportunity in the world”.

    He said: “It is not just about the 1.3 billion people living there; the digital economy when you look at mobile, internet e-payments, video streaming and so on, the penetration rate in China is amongst the highest if not the highest in the world.

    “From a point of view of anyone providing infrastructure for data it is a great market.”

    According to the company’s IPO filling to the SEC, China counts with 7.4 million sqm of data centre space today, of which 1.2 million sqm are dedicated to colocation.

    Talking about the relationship between the US and China, Newman said that GDS operates to the same standards in terms of data centre operations, security and other requirements as any US or European service provider.

    “Nowadays, any international company which has significant operations in China, which is deeply penetrating the Chinese market whether it is consumer, internet, manufacturing, etc, they have very substantial IT infrastructure on shore in China.”

    William Wei Huang, Founder, Chairman and Chief Executive Officer of GDS, said: “We are excited to become a publicly-traded company on The Nasdaq Stock Market. Cloud and digital technologies are transforming China and creating opportunities scarcely imaginable 10 years ago.”

    Bob McCooey, SVP listing services at Nasdaq, said: “Technology is rapidly changing business and everyday lives in China.

    “GDS is at the center of this fast-paced change by providing world-class data centers and high-availability IT infrastructure services to the leading companies driving technology forward.”

    https://data-economy.com/chinese-col...-enter-nasdaq/

  7. #7
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    GDS tipped to accelerate expansion to meet growing demand from major internet firms




    Bien Perez
    15 December, 2016

    Driven by booming demand from China’s three major internet services companies, Shanghai-based data centre operator GDS Holdings is accelerating its infrastructure expansion to more than double its capacity on the mainland by 2018, according to Citi Research analyst Cher Chen, in a new report.

    “We expect GDS to expand capacity by a 37 per cent compound annual growth rate in the next two years, from 63,000 square metres to 119,000 sq m in 2018,” Chen said.

    Shares in Nasdaq-traded GDS slipped 0.52 per cent to reach US$9.56 at the close of trading on Thursday in the United States.

    The company, which raised US$200.7 million from its initial public offering last month in the US, estimated that it has spent 472.3 million yuan on its current batch of so-called high-performance data centres under construction, and expected to invest an additional 1.7 billion yuan to ramp up and complete these new developments.

    Data centres are secure, temperature-controlled facilities built to house large-capacity servers and data storage systems, as well as equipped with multiple power sources and high-bandwidth internet connections.

    These are largely used to host and manage cloud computing operations. Cloud services enable companies to buy, lease or sell software and other digital resources online, just like electricity from a power grid.

    As of September 30, GDS hasd invested a total 2.4 billion yuan on all its data centres in service, and had about 400 corporate clients.

    Chen said cloud computing services are growing rapidly on the mainland, as consumption of online content – data, video and games – increases. That means cloud providers need more high-performance, carrier-neutral data centres to meet demand.

    “As a premium data centre operator in China, GDS has a strong cloud client base comprising Baidu, Alibaba and Tencent,” Chen said. “GDS has a high exposure to cloud, with more than 50 per cent of its area [capacity] booked for cloud usage."

    The China Academy of Information and Communications Technology, a research institute under the Ministry of Industry and Information Technology, has forecast the country’s public cloud market to grow 44 per cent to 14.8 billion yuan this year, up from 10.2 billion yuan last year.

    William Huang Wei, GDS’s chairman and chief executive, said last week that “established customer relationships, strategically located data centre portfolio and outstanding operating track record” has positioned the company well “to capture significant share in this growing market”.

    Chen, however, said carrier-owned data centres still dominate the mainland market “for historical reasons”, as China Mobile, China Unicom and China Telecom each provide their own bandwidth and proprietary network resources.

    Up to 60 per cent of the outside-hosted servers used by search giant Baidu, e-commerce powerhouse Alibaba Group, and video games titan Tencent Holdings are still hosted by China Telecom and China Unicom, she said. Alibaba owns the South China Morning Post.

    Founded in 2000, GDS last week reported a 56.6 per cent year-on-year growth in third-quarter revenue to 297.2 million yuan on the back of increased data centre capacity usage.

    http://www.scmp.com/tech/china-tech/...n-meet-growing



    Última edição por 5ms; 06-10-2017 às 13:20.

  8. #8
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    GDS - Second Quarter 2017 Results

    HANGHAI, China, Aug. 08, 2017 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ:GDS), a leading developer and operator of high-performance data centers in China, today announced its unaudited financial results for the quarter ended June 30, 2017.

    Second Quarter 2017 Financial Highlights

    • Net revenue increased by 42.4% year-over-year (“Y-o-Y”) to RMB336.2 million (US$49.6 million) in the second quarter of 2017 (2Q2016: RMB236.0 million).
    • Service revenue increased by 41.7% Y-o-Y to RMB331.5 million (US$48.9 million) in the second quarter of 2017 (2Q2016: RMB234.0 million).
    • Net loss was RMB75.7 million (US$11.2 million) in the second quarter of 2017, compared with a net loss of RMB115.4 million in the second quarter of 2016.
    • Adjusted EBITDA (non-GAAP) increased by 111.6% Y-o-Y to RMB99.9 million (US$14.7 million) in the second quarter of 2017 (2Q2016: RMB47.2 million). See “Non-GAAP Disclosure” and “Reconciliations of GAAP and non-GAAP results” elsewhere in this earnings release.
    • Adjusted EBITDA margin (non-GAAP) increased to 29.7% in the second quarter of 2017 (2Q2016: 20.0%).


    Operating Highlights

    • Total area committed increased by 71.6% Y-o-Y to 76,541 sqm as of June 30, 2017 (June 30, 2016: 44,614 sqm).
    • Area utilized (or revenue generating space) increased by 32.1% Y-o-Y to 42,470 sqm as of June 30, 2017 (June 30, 2016: 32,152 sqm).
    • Area in service increased by 47.4% Y-o-Y to 71,577 sqm as of June 30, 2017 (June 30, 2016: 48,548 sqm).
    • Commitment rate for area in service was 92.2% as of June 30, 2017 (June 30, 2016: 90.8%) and utilization rate was 59.3% as of June 30, 2017 (June 30, 2016: 66.2%).
    • Area under construction was 38,028 sqm as of June 30, 2017 (June 30, 2016: 31,794 sqm).
    • Pre-commitment rate for area under construction was 27.7% as of June 30, 2017 (June 30, 2016: 1.7%).


    “We are pleased to report excellent growth and operational progress in the second quarter of 2017,” said Mr. William Huang, Chairman and Chief Executive Officer. “With significant demand from China’s rapid Cloud adoption, we added over 8,000 sqm (net) to our total area committed, worth about US$40 million in terms of annual recurring revenue. As previously announced, we entered into strategic partnerships with two of our most important customers, Alibaba and Tencent, that have recognized GDS as a preferred vendor. We are delighted to see the value we can deliver to our customers, which in turn further inspires our customers’ trust in us. In addition, we just delivered Phase 1 of our Shenzhen 5 data center into service a full quarter ahead of schedule. With the newly-announced Shanghai 5 and Shanghai 6 data centers added to our high-performance data center portfolio, we are rapidly proceeding with our resource development plan. Demand is accelerating for high-performance data-center solutions in China and we are well-positioned to capitalize on this momentum.”

    “We continued to deliver our contract backlog and achieved strong financial results for the second quarter of 2017,” said Mr. Dan Newman, Chief Financial Officer of GDS Holdings. “Our service revenue grew by 41.7% year-over-year, driven by our impressive execution and the on-schedule delivery of our extensive contract backlog. Moreover, the scale of our business created significant operating leverage for us, reflected in our continued margin improvement with adjusted NOI margin and adjusted EBITDA margin reaching 46.5% and 29.7%, respectively, in the second quarter. Looking ahead, we will continue to drive growth by winning more orders and delivering our contract backlog while securing more financing facilities for future capacity expansion.”

    Second Quarter 2017 Financial Results

    ...

    http://investors.gds-services.com/ph...cle&ID=2292451

  9. #9
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    Exclamation Q2 2017 GDS Holdings Ltd Earnings Call

    Edited transcript of GDS Holdings Ltd earnings conference call, August 8, 2017

    ...

    William Wei Huang, GDS Holdings Limited - Chairman and CEO

    Hello, everyone. Welcome. Thank you for joining today's call.

    In 2Q '17, we continued to make significant progress across all aspects of our business, and further strengthened our market leadership position. As you can see on Slide 3, on the financial side, we grew total revenue by over 40% and adjusted EBITDA by over 110% year-on-year. We invested about USD 60 million of CapEx to develop the capacity required by our customers. We obtained over USD 100 million of new debt facilities to ensure that our projects are fully funded.

    Turning to the operations. As shown on Slide 4, we had another great quarter for sales, signing up customers for over 8,000 square meters net of new commitment. At midyear, our total area committed grew to over 76,000 square meters, 72% higher than 1 year ago. Our bookings in 2Q '17 are worth about USD 40 million in terms of annual recurring revenue. Over the first half of this year, we have done over USD 75 million of bookings following off from our achievement of USD 120 million signed up over the whole of last year. We believe that this level of new commitment puts us at the top of the global league table and can clearly demonstrate our sales strategy is on track.

    While our sales volumes are reaching new heights, I'm pleased to report that the average selling price for new contracts has remained quite stable. We are also successfully renewing contracts each quarter with industry-high retention rates. Churn was 0.3% in 2Q '17. This reflects our high operating standards and a high degree of customer satisfaction. Pricing our renewals is generally at similar levels to previous contracts. We continued to convert the backlog to revenue-generating space, increasing our utilization -- area utilized to over 42,000 square meters, 32% higher than 1 year ago.

    Now moving to the Slide 5. Before giving more color on our sales wins and resource development, I want to update you on what is happening in the market. Cloud adoption continued to take off in China. Currently, it is around a USD 2 billion market in terms of annual revenue, representing around 1% of the total IT spend. But we share the view of the leading industry player that it is rapidly heading towards USD 20 billion to USD 30 billion market. This transformation is happening at a faster pace in China than in the U.S. Alibaba and the Tencent are reporting consistent triple-digital growth rates for their cloud business.

    In our view, cloud service providers, together with some of the large Internet companies, account for more than 70% of new demand for data center capacity in China. From what we see, they are outsourcing substantially all of their requirements for high-performance data centers in Tier 1 markets. The major cloud service providers in China are mainly Chinese. However, we also see some of the largest global service providers increasing their presence in China.

    We recognized several years ago the strategic importance of capturing demand from the hyperscale cloud service providers. First, because they represent a large part of the market opportunity, and by serving these customers, we gain scale and advantages. Second, because access to cloud infrastructure is key to attracting further customers, such as the SaaS providers and the larger enterprises to co-locate. And third, because cloud is the platform to support the next wave of the new technology around the big data, AI and IoT, which will require a lot of additional capacity.

    We continue to have great success in capturing this demand as shown on Slide 6. Cloud has grown from almost nothing 3 years ago to over 50% of our total area committed today. Our cloud customers include both the largest of Chinese and the global service providers. We target customers who we believe are strategically important to the future of the digital economy. We are already a major service provider to many of the customers who matter and continue to make progress in adding new accounts and in deepening our existing relationships. In the last quarter, we won a major new deal from a first-time customer, which is China's largest travel company and one of the world's largest online travel agents. As previously announced, this deal will anchor our new campus in Shanghai. The customer immediately becomes one of our top 5 in terms of total area committed. With this addition, cloud plus larger Internet now accounts for over 75% of our total area committed, made up entirely of strategic high-potential customers.

    We realize that cloud is enabling the next generation of technology advancement, and we are well aligned to capture growth. When people talk about home of the cloud, we believe that this process is unique in China and offers significant operational benefits to all participants in the cloud ecosystem. Serving the right customers is key to growth because once the relationship is established, they keep coming back for more.

    As illustrated by the chart on the right side of Slide 6, we have been winning incremental business from our top 2 customers nearly every quarter. Just in the prior quarter, we obtained a precommitment from one of them for 100% of the capacity of our new Beijing 3 data center. Our relationship with these customers keeps getting stronger.

    We recently announced strategic partnerships with Alibaba and Tencent, where we were recognized as preferred vendor for both of them. What this means is, practice is that Alibaba and Tencent are utilizing, prioritizing procurements from GDS. We, in turn, are aligning our resource development to fulfill their data center growth requirements, as a matter of priority, in all Tier 1 markets on a continuous basis.

    Besides the cloud and the large Internet customer, in the last quarter, we added over 20 new financials to FSI and large enterprise customers, increasing our total customer count by 5% and further diversifying our customer base. I would like to highlight first-time deals for one of the largest commercial and retail banks in China, which has its headquarters in Shanghai, and for one of the leading and best-known multinational brands in digital payment solutions. In order to enhance the value propositions of having this ecosystem of cloud, FSI and enterprise customers, we recently applied for a new category of telecom license, which will allow us to provide a cross-connect service over our own network. I'm pleased to report that we have passed several key steps in the license application program -- process, and we are optimistic to obtain the license in the near future.

    The key to maintain our sales growth momentum is resource supply. We put significant focus on our project sourcing, design and construction management efforts and continue to deliver impressive results. As shown on Slide 7, in 2Q '17, we brought 3 new projects in to service totaling over 10,000 square meters of capacity. Our total area of service remains almost fully sold out with 92% commitment rate. We also started 3 new projects totaling over 13,000 square meters of additional capacity. Our area under construction at midyear was over 38,000 square meters with a precommitment rate of 28%. In addition, we have soft allocated to key customers a large part of the remaining pipeline capacity.

    To give more color on the 3 new projects, in Shanghai, we added Shanghai 5, which is primarily targeted at FSI customers. It is located close to our main Shanghai campus in an area where there is a cluster of FSI data centers. We already have over 100 FSI customers at our nearby campus in Waigaoqiao Free Trade Zone. It was important for us to have another facility well suited to serve incremental demand from this vertical.

    In Shanghai, we also added Shanghai 6, the first data center on our new campus in Waigaoqiao. Shanghai 6 will enable us to carry over the sales momentum from our Shanghai 1, Shanghai 2 and Shanghai 3 data centers, which are almost fully committed. We plan the construction of the second data center on the same campus as Shanghai 6 near -- next year.

    In Beijing, we added the Beijing 3, which is next to our Beijing 1 data center. Both Beijing 1 and our new Beijing 3 data center are now fully committed.

    In order to support sales into 2018 and beyond, we are still looking for more supplies in all of our Tier 1 markets. We have promising targets, which we will add when the time is right. From time to time, we also see opportunities to work with our strategic customers on hub data center projects outside of the Tier 1 market. We will consider these opportunities if the economics and deal structure satisfy our requirements.

    The combination of our established relationship with the customers who matter and our high-performance data center portfolio in all Tier 1 markets puts GDS in a very strong competitive position. Our seasoned and mature teams added to this and provide a platform, which offers our customers truly unique value. It is getting more and more difficult to replicate what we already have. Hence, we believe that we are building a sustainable competitive advantage to strengthen our market leadership position in China.

    In closing, this is our fourth earning call since become a U.S.-listed company. We are proud to be reporting these results today because they demonstrate we are executing our plan, delivering what we promised and the confidence moving forward.

    (continua)

  10. #10
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    Daniel Newman, GDS Holdings Limited - CFO

    ...

    Now I'd like to update you on the progress of each project, which are under construction at midyear. Starting with Beijing 2, this data center actually entered service in July. A major global cloud service provider is moving in, and the data center is already revenue-generating. We have demand in hand from cloud customers for additional capacity in this data center.

    Shenzhen 4 Phase 1 construction is almost complete. We're awaiting activation of the primary power supply, and we expect to bring the data center into service in the next couple of months. We have customer commitments for this data center, which are far along in the contracting process.

    Shanghai 4 is the fourth data center on our main Shanghai campus. We're entering Shanghai 4 into service by the end of 2017. The other 3 data centers on the campus, Shanghai 1, 2 and 3, are now 93.2% committed in aggregate. All of our major cloud customers are present on this campus as well as over 100 FSI and large enterprise customers. Shanghai 4 is substantially preallocated on a soft basis.

    Beijing 3 is a new project which we announced in May. It is now 100% precommitted to a major cloud service provider. We aim to bring it into service as soon as possible in 2018.

    Shenzhen 5 is a project, which we acquired while under construction in March. Phase 1, which is 100% committed, entered service in late June, a full quarter ahead of schedule. One of the major cloud service providers is moving in, and the data center is already revenue-generating. Phase 2 of Shenzhen 5 is in effect a separate data center within the same building. We commenced construction of Phase 2, which is substantially preallocated on a soft basis.

    Shanghai 5 is a new project, which we announced in July. We have commenced construction of Phase 1. We positioned -- positioning this data center to serve the FSI vertical, and we'll secure commitments as we get closer to the completion date.

    Shanghai 6 is the first of 2 data centers on our new campus in the Waigaoqiao Free Trade Zone. It's a greenfield project where our property development partner has agreed to build-to-suit and lease to us the shell and core of 2 data center buildings. This is another case where we have worked with a partner for build-to-suit lease. It's a great approach for us because it means that we end up with purpose-built data centers, which are highly marketable and rare in Tier 1 markets, but without the added capital intensity of having to own the land and basic building structure ourselves. As compared with outright ownership, it reduces our unit development costs by roughly 20%, depending on the location. While we show this project as under construction, we will not incur any material CapEx until the first shell and core is handed over to us next year.

    ...

    The fact that we have very strong customers, high levels of precommitment and many long-term contracts definitely helps us to access the debt finance which we need. As we sign up more contracts with cloud service providers, our contract length gets longer as they typically commit to 6- to 10-year contracts, often with no rights of early termination without cause. These contracts further enhance our finance ability.

    ...

    (continua)

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