美國Equinix,Inc.公司分析報告-培訓(xùn)課件外文版2024.5

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PRODUCTSEquinix,Inc.CHAPTER

01OverviewAnnualspendingoncloudITinfrastructureworldwidefrom2013to2026(inbillionU.S.dollars)GlobalcloudITinfrastructurespending2013-202616014012010080133.7110.593.787.771.866.166.86047.435.74020032.226.422.320132014201520162017201820192021*20222023*2024*2026*3Description:In2023,cloudITinfrastructurespendingisexpectedtoreachalmost94billionU.S.dollars.PubliccloudinfrastructurecontinuestoexpandandisalargedriverofITspending.LeadingcompaniesinthemarketincludeDellTechnologies,HPE,Inspur,Lenovo,IBM,andHuawei.ReadmoreNote(s):Worldwide;2013to2023;*ForecastReadmoreSource(s):IDCInformationtechnology(IT)spendingondatacentersystemsworldwidefrom2012to2024(inbillionU.S.dollars)ITdatacentersystemstotalspendingworldwide2012-2024250235.53221.22217.88215216210200181179171170166163150100501400201220132014201520162017201820192020202120222023*2024*4Description:In2023,spendingondatacentersystemsisexpectedtoamountto217billionU.S.dollars,aslightdecreaseofaround1.5percentcomparedtothepreviousyear.TheoverallITmarketexperiencedarecessionin2020,duetothenegativeeconomicimpactbroughtaboutbythecoronavirus(COVID-19)pandemic,butisalmostbacktothesamelevelsasin2019.ReadmoreNote(s):Worldwide;2012to2023;*ForecastReadmoreSource(s):GartnerEnterprisespendingoncloudanddatacentersbysegmentfrom2009to2022(inbillionU.Sdollars)Spendingoncloudanddatacenters2009-2022,bysegmentDataCenterHardware&SoftwareCloudInfrastructureServices30025020015010050178129.5966922546.532218214839.56.5813.51.5198.0520219393.38981.578.5201681.577.571.460.702009201020112012201320142015201720182019202020225Description:In2022,enterprisespendingoncloudinfrastructureservicesamountedto225billionU.S.dollars,agrowthof47billionU.S.dollarscomparedtothepreviousyear.Thegrowingmarketforcloudinfrastructureservicesisdrivenbyorganizations'demandformodernnetworking,storage,anddatabasessolutions.ReadmoreNote(s):Worldwide;2009to2022Source(s):estimates;SynergyResearchGroupEnterprisecloudstrategyworldwidefrom2017to2023,bycloudtypeWorldwideenterprisecloudstrategy2017-2023HybridcloudMultiplepublicMultipleprivateSinglepublicSingleprivateNoplans120%100%80%60%40%20%0%1%1%1%2%9%2%11%2%3%5%5%11%5%9%6%6%3%7%4%9%10%2%10%7%7%9%13%72%202310%20%17%21%87%84%82%80%58%58%51%201720182019Jan2020Nov2020202120226/statistics/817296/worldwide-enterprise-cloud-strategyAsof2023,72percentoftheenterpriserespondentsindicatedthattheyhavedeployedahybridcloudintheirorganization.Themigrationtohybridcloudsolutionsgenerallyhappensattheexpenseofoperatingsingleprivateandpublicclouds.

ReadmoreNote(s):Worldwide;2017to2023;750(2023);ClouddecisionmakersandusersSource(s):FlexeraSoftwareDatacentermarketsworldwiderankedbycostofdatacenterconstructionin2022(inU.S.dollarsperwatt)Globaldatacentermarketsrankedbycostofconstructionperwatt2022CostinU.S.dollarsperwatt02468101214ZurichSiliconValleyNewJerseyTokyo12.3611.4911.4411.4SingaporePortlandChicagoLondonNorthernVirginiaSeoul11.310.1210.029.89.799.79.69.59.31AucklandOsloFrankfurt7Description:Asperarecentdatacentercostindexin2022,Zurichwasthemostexpensivemarketforconstructingadatacenter,withacostof12.36U.S.dollarsperwatt.SiliconValleytookthesecondspot,whileNewJerseywasrankedasthethirdmostexpensivemarket.ReadmoreNote(s):Worldwide;2022;45marketsSource(s):Turner&TownsendPubliccloudservicesend-userspendingworldwidefrom2017to2023(inbillionU.S.dollars)Publiccloudservicesmarketsize2017-2023700600500400300591.79490.33412.633142431972001000145201720182019202020212022*2023*8Description:Theworldwidepubliccloudcomputingmarketcontinuestogrowandisexpectedtoreachanestimated490billionU.S.dollarsin2022.Thisencompassesbusinessprocesses,platform,infrastructure,software,management,security,andadvertisingservicesdeliveredbypubliccloudservices.Apubliccloudisaclouddeploymentmodelthatofferscomputingservicesovertheinternet.Thephysicalhardwareofthiscloudmodelissharedbymultiplecompanies.Theservicesofferedtocustomers[...]

ReadmoreNote(s):Worldwide;2017to2022;*ForecastThecloudadvertisingsegmentwasremovedfromGartner'spubliccloudservicesforecastsegmentsstartingfrom2017.

ReadmoreSource(s):GartnerDatacentervirtualizationmarketrevenueworldwidefrom2021to2030(inbillionU.S.dollars)Globaldatacentervirtualizationmarketvalue2021-20302520151023.147.056.350202120222030*9Description:Datacentervirtualizationtechnologiesallowuserstodesignanddeploydatacentersinthecloud,withouthavingtheactualphysicaldatacenters.In2022,thedatacentervirtualizationmarketrecordedarevenueworthsevenbillionU.S.dollars.By2030,theglobalapplicationvirtualizationmarketisexpectedtoexceed23billionU.S.dollars.ReadmoreNote(s):Worldwide;2022;*ForecastReadmoreSource(s):GrandViewResearchWorldwideinfrastructureasaservice(IaaS)andplatformasaservice(PaaS)hyperscalermarketsharefrom2020to2022,byvendorGlobalIaaSandPaaShyperscalermarketshare2020-2022,byvendorAWSAzureAlibabaGCP100%90%80%70%60%50%40%30%20%10%0%7.2%9.5%8.1%8.9%9.1%8.7%30.6%31.9%33.1%52.7%202051.1%2021*49.2%2022*10Description:In2022,withaprojectedmarketshareo49percent,AmazonWebServices(AWS)issettobetheleadingglobalinfrastructureasaservice(IaaS)andplatformasaservice(PaaS)hyperscalevendor.Thatyear,AWS,MicrosoftAzure,AlibabaCloud,andGoogleCloudPlatform(GCP)areforecasttogenerateacombinedrevenueof167.3billionU.S.dollars.Inthisspecificinstance,thefourhyperscalersarecharacterizedbytheirtechnology,CAPEXbudget,resources,heft,andcustomermomentum[...]

ReadmoreNote(s):Worldwide;2020to2021;*ForecastReadmoreSource(s):ETR;WikibonCHAPTER

02DatacenterfacilitiesNumberofdatacentersworldwidein2023,bycountryNumberofdatacentersworldwide2023,bycountryNumberofdatacenters01,0002,0003,0004,0005,0006,000U.S.GermanyUK5,375522517China448335CanadaFranceAustraliaNetherlandsRussia314306299255218168JapanItalyMexicoBrazilIndiaPoland16616315114312Description:AsofSeptember2023,therewereareported5,375datacentersintheUnitedStates,themostofanycountryworldwide.Afurther522werelocatedinGermany,while517werelocatedintheUnitedKingdom.

ReadmoreNote(s):Worldwide;2023Source(s):CloudsceneShareofworldwidehyperscaledatacentercapacityin2ndquarter2022,byregionShareofglobalhyperscaledatacentercapacity2022,byregionRestofworld5%RestofAsiaPacific(APAC)11%China15%UnitedStates53%Europe16%13Description:Asofthesecondquarterof2022,theUnitedStatesaccountsforoverhalfofglobalhyperscaledatacentercapacity,withaparticularconcentrationinthestateofVirginia.Europeholdsthenexthighestcapacityat16percent,followedcloselybyChinaat15percent.ReadmoreNote(s):Worldwide;Q22022Source(s):SynergyResearchGroupEquinixnumberofInternationalBusinessExchange(IBX)datacentersworldwidefrom2016to2022,byregionNumberofEquinixIBXdatacentersworldwide2016-2022,byregionAmericasEMEAAPAC250200150100504882507845754573407330732764104103106878786550201620172018201920202021202214Description:AsofDecember2022,Equinixhadatotalof236InternationalBusinessExchange(IBX?)datacentersacrosstheglobe.106oftheseIBXdatacentersarelocatedintheAmericas,82inEurope,theMiddleEastandAfrica(EMEA)and48intheAsia-Pacificregion(APAC).ReadmoreNote(s):Worldwide;2016to2022Source(s):EquinixCHAPTER

03FinancialsEquinixrevenueworldwidefrom2016to2022(inbillionU.S.dollars)Equinixrevenueworldwide2016-202287.26765432106.645.995.565.074.373.61201620172018201920202021202216Description:In2022,EquinixgeneratedmorethansevenbillionU.S.dollarsinrevenuesforthefirsttime.Since2016,whenEquinix'srevenuesamountedto3.61billionU.S.dollars,theirrevenueshavesteadilyincreasedyear-on-year.

ReadmoreNote(s):Worldwide;2016to2022Source(s):EquinixEquinixrevenueworldwidefrom2016to2022,byregion(inmillionU.S.dollars)Equinixrevenueworldwidebyregion2016-2022AmericasEMEAAsia-Pacific8,0007,0006,0005,0001,570.682,343.21,458.572,155.221,294.41,167.971,024.284,0003,0002,0001,0000849.411,996.391,806.44761.11,562.641,346.261,171.343,349.2220223,021.7520212,707.7620202,587.7320192,484.7320182,172.7620171,679.55201617Description:In2022,EquinixgeneratedoversevenbillionU.S.dollarsintotalrevenuesforthefirsttime.ThelargestshareofrevenuecamefromtheiroperationintheAmericaswithoverthreebillionU.S.dollars,morethantwobillionU.S.dollarscamefromEurope,theMiddleEastandAfrica(EMEA)regionandapproximately1.5billionU.S.dollarsfromtheAsia-Pacificregion.ReadmoreNote(s):Worldwide;2016to2022Source(s):EquinixEquinixrevenueworldwidefrom2016to2022,byserviceline(inmillionU.S.dollars)Equinixrevenueworldwidebysegment2016-2022ColocationInterconnectionManagedinfrastructureOther4,259Non-recurrongrevenues4,642.216,0005,082.615,0004,022.214,0003,670.173,178.153,0002,0001,00002,647.091,268.281,161.51,023.29893.59801.97681.17245.17543.05210.29

194.62380.8635.91415.05415.51

391.82104.9295.15292.63323.95337.35

340.5238.43248.31279.6316.94201615.63201724.7329.762018201920202021202218/statistics/1220429/equinix-revenue-worldwide-by-service-lineIn2022,EquinixgeneratedjustoversevenbillionU.S.dollarsintotalrevenue.Thevastmajorityofthiscamefromtheircolocationserviceswhichgeneratednearly5.1billionU.S.dollarsandaccountedforover70percentoftheirtotalrevenuethatyear.ReadmoreNote(s):Worldwide;2016to2022Source(s):EquinixEquinixrevenueworldwidein2022,byregionandserviceline(inmillionU.S.dollars)Equinixrevenueworldwidebyregionandsegment2022ColocationInterconnectionManagedinfrastructureOtherNon-recurrongrevenues2,5002,0001,5001,0005002,187.751,744.121,150.74756.21268.4243.66218.5166.03135.88119.36EMEA75.4577.6589.9220.738.720AmericasAsia-Pacific19Description:In2022,EquinixgeneratedoversevenbillionU.S.dollarsintotalrevenue.ThelargestsharecamefromtheircolocationservicesintheAmericaswhichgeneratedjustover2.18billionU.S.dollars.ThecolocationservicelinegeneratesthemostrevenueinallregionsinwhichEquinixoperates.ReadmoreNote(s):Worldwide;2022Source(s):EquinixEquinix'soperatingincomeworldwidefrom2016to2022(inmillionU.S.dollars)OperatingincomeofEquinixworldwide2016-20221,4001,2001,0001,200.531,169.631,108.161,052.93977.38809.01800618.746004002000201620172018201920202021202220Description:In2022,Equinixreportedjustover1.2billionU.S.dollarsinoperatingincome.Since2016,whenEquinix'soperatingincomeamountedto619millionU.S.dollars,thecompany'soperatingincomehassteadilyincreasedyear-on-year.

ReadmoreNote(s):Worldwide;2016to2022Source(s):EquinixEquinix'snetincomeworldwidefrom2016to2022(inmillionU.S.dollars)NetincomeofEquinixworldwide2016-2022800704.58700600507.25499.735004003002001000370.07365.36232.982017126.820162018201920202021202221Description:In2022,Equinixgeneratedover700millionU.S.dollarsinnetincome.ThisisthehighestnetincomeEquinixhasachievedoverthecourseofthesevenyearsshowninthegraph,beingitslatestrecordofaround507millionU.S.dollarsin2019.

ReadmoreNote(s):Worldwide;2016to2022Source(s):EquinixTotalvalueofEquinix'sproperty,plantandequipmentworldwidefrom2016to2022(inbillionU.S.dollars)FixedassetvalueofEquinixworldwide2016-202218161416.6515.4514.512.151210811.039.397.26420201620172018201920202021202222Description:In2022,Equinix'sfixedassets,includingproperties,plantsandequipment,wasvaluedatapproximately16.65billionU.S.dollars.ThetotalvalueofEquinix'sfixedassetshasincreasedyear-on-yearovertheseven-yeardemonstratedperiod.

ReadmoreNote(s):Worldwide;2016to2022Source(s):EquinixValueofEquinix'stotalassetsworldwidefrom2016to2022(inbillionU.S.dollars)TotalassetvalueofEquinixworldwide2016-202235302530.3127.9227.0123.9720.24201510518.712.612016020172018201920202021202223Description:In2022,thevalueofEquinix'stotalassetsamountedtojustover30billionU.S.dollars.Equinix'stotalassetsvaluehasincreasedyear-on-yearsince2016whenitamountedto12.61billionU.S.dollars.

ReadmoreNote(s):Worldwide;2016to2022Source(s):EquinixCHAPTER

04Environmental,social&governanceEquinix'stotalnumberofemployeesworldwidefrom2016to2022NumberofemployeesofEquinixworldwide2016-202214,00012,00012,09710,94410,01310,0008,0006,0004,0002,00008,3787,9037,2735,993201620172018201920202021202225Description:In2022,Equinixhad12,097employeesworldwide.Thiswasanincreaseonthe10,944employeesreportedin2021,continuingayear-on-yeargrowthinheadcount.

ReadmoreNote(s):Worldwide;2016to2022Source(s):EquinixEquinix'snumberofemployeesfrom2016to2022,byregionNumberofemployeesofEquinixbyregion2016-2022AmericasEMEAAPAC6,0005,0004,0003,0002,0001,00005,4935,0564,5993,9363,6723,6113,4803,4053,1542,9412,7512,6682,5602,5102,2772,06320162,0091,7651,6721,5591,42020172018201920202021202226Description:In2022,Equinixhad12,097employeesworldwide,withthelargestshareofemployeesbasedintheAmericasregion.TheCaliforniabasedfirmoperatesdatacenterfacilitiesacrosstheglobe.

ReadmoreNote(s):Worldwide;2016to2022Source(s):EquinixGenderdistributionofEquinixemployeesworldwidein2022Equinix:employeesdistribution2022,bygender80%72.6%70%60%50%40%30%20%10%0%25.9%1.4%WomenMenDeclinedtoID27Description:In2022,over72percentofemployeesworkingforEquinixworldwideidentifiedasmen.Almost26percentidentifiedaswomen,while1.4percentdeclinedtoidentify.ReadmoreNote(s):Worldwide;2019to2022Source(s):EquinixEquinix'sglobalelectricityconsumptio