Question 1

How strong is NEXTDC's current financial performance and momentum?

Accepted Answer

The company delivered A$179.3 million in revenue for FY19, a 15% increase over the previous year. This growth is supported by an A$85.1 million EBITDA and a significant 31% rise in contracted utilisation, which now stands at 52.5MW.

Question 2

Is the Australian data centre market still a high-growth opportunity?

Accepted Answer

The market is on track to reach a total value of A$3 billion and a capacity of 1,200MW by 2026. To capture this demand, NEXTDC is scaling its built capacity from 58.4MW to a planned 146.1MW, specifically targeting the hyperscale segment.

Question 3

What does the rise in interconnections tell us about the broader market?

Accepted Answer

Interconnections have achieved a 49% CAGR over the last five years, signaling a decisive shift toward hybrid cloud ecosystems. With 1,184 customers now on the platform, the value of the network is increasingly driven by cross-connectivity rather than just floor space.

Question 4

What are the financial targets for the next fiscal year?

Accepted Answer

Management has issued FY20 guidance targeting A$200 million in revenue and A$100 million in underlying EBITDA. Achieving these figures depends on maintaining the 31% growth rate in contracted utilisation as new capacity comes online.

NEXTDC FY19 update: growing fast with the market

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