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Digital Realty 2Q16 Earnings Presentation · Digital Realty 2Q16 Earnings Presentation Author: Sarah Taylor Keywords: Digital Realty 3Q16 Earnings Presentation Created Date: 2/16/2017

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Page 1: Digital Realty 2Q16 Earnings Presentation · Digital Realty 2Q16 Earnings Presentation Author: Sarah Taylor Keywords: Digital Realty 3Q16 Earnings Presentation Created Date: 2/16/2017
Page 2: Digital Realty 2Q16 Earnings Presentation · Digital Realty 2Q16 Earnings Presentation Author: Sarah Taylor Keywords: Digital Realty 3Q16 Earnings Presentation Created Date: 2/16/2017
Page 3: Digital Realty 2Q16 Earnings Presentation · Digital Realty 2Q16 Earnings Presentation Author: Sarah Taylor Keywords: Digital Realty 3Q16 Earnings Presentation Created Date: 2/16/2017
Page 4: Digital Realty 2Q16 Earnings Presentation · Digital Realty 2Q16 Earnings Presentation Author: Sarah Taylor Keywords: Digital Realty 3Q16 Earnings Presentation Created Date: 2/16/2017
Page 5: Digital Realty 2Q16 Earnings Presentation · Digital Realty 2Q16 Earnings Presentation Author: Sarah Taylor Keywords: Digital Realty 3Q16 Earnings Presentation Created Date: 2/16/2017

3Q16 Call CURRENT Better/

October 25, 2016 February 15, 2017 Worse 2017E 2018E

Global GDP Growth Forecast (1) 2017E: 3.4% 2017E: 3.4% tu 3.4% 3.6%

U.S. GDP Growth Forecast (1) 2017E: 2.2% 2017E: 2.3% p 2.3% 2.5%

U.S. Unemployment Rate (2) 5.0% 4.8% q 4.6% 4.5%

Inflation Rate – U.S. Annual CPI Index (2) 1.5% 2.5% p 2.4% 2.3%

Crude Oil ($/barrel) (3) $50 $53 p $55 $60

Control of White House, Senate and HoR (4) D,D,R R,R,R p R,R,R R,R,R

Three-Month Libor (USD) (2) 0.9% 1.0% p 1.5% n/a

10-Yr U.S. Treasury Yield (2) 1.8% 2.5% p 2.8% n/a

GBP-USD (2) 1.22 1.25 p 1.24 1.28

EUR-USD (2) 1.09 1.06 q 1.05 1.10

S&P 500 (2) 2,143 (YTD 6.7%); P/E: 20.1x 2,349 (YTD 5.2%); P/E: 21.6x p 18.1x 16.2x

NASDAQ 100 (2) 4,891 (YTD 7.6%); P/E: 24.6x 5,302 (YTD 9.2%); P/E: 25.6x p 19.9x 17.5x

RMZ (2) (5)

1,149 (YTD 7.7%); P/FFO: 15.5x 1,153 (YTD 0.8%); P/FFO: 15.9x q15.9x n/a

IT Spending Growth Worldwide (6) 2017E: 2.6% 2017E: 2.7% p 2.7% 2.6%

Server Shipment Worldwide (7) 2017E: 3.7% 2017E: 6.4% p 6.4% 2.3%

Global Data Center to Data Center IP Traffic (8) CAGR 2014 - 2019E: 31% CAGR 2015 - 2020E: 32% pCAGR 2015 - 2020E:

32%

Global Cloud IP Traffic (8) CAGR 2014 - 2019E: 33% CAGR 2015 - 2020E: 30% qCAGR 2015 - 2020E:

30%

Page 6: Digital Realty 2Q16 Earnings Presentation · Digital Realty 2Q16 Earnings Presentation Author: Sarah Taylor Keywords: Digital Realty 3Q16 Earnings Presentation Created Date: 2/16/2017
Page 7: Digital Realty 2Q16 Earnings Presentation · Digital Realty 2Q16 Earnings Presentation Author: Sarah Taylor Keywords: Digital Realty 3Q16 Earnings Presentation Created Date: 2/16/2017
Page 8: Digital Realty 2Q16 Earnings Presentation · Digital Realty 2Q16 Earnings Presentation Author: Sarah Taylor Keywords: Digital Realty 3Q16 Earnings Presentation Created Date: 2/16/2017

Northern Virginia

Atlanta

Miami

Chicago

Los Angeles

Phoenix Dallas

New York

Existing Markets

New Colocation Presence

Page 9: Digital Realty 2Q16 Earnings Presentation · Digital Realty 2Q16 Earnings Presentation Author: Sarah Taylor Keywords: Digital Realty 3Q16 Earnings Presentation Created Date: 2/16/2017
Page 10: Digital Realty 2Q16 Earnings Presentation · Digital Realty 2Q16 Earnings Presentation Author: Sarah Taylor Keywords: Digital Realty 3Q16 Earnings Presentation Created Date: 2/16/2017
Page 11: Digital Realty 2Q16 Earnings Presentation · Digital Realty 2Q16 Earnings Presentation Author: Sarah Taylor Keywords: Digital Realty 3Q16 Earnings Presentation Created Date: 2/16/2017

4Q16 / 4Q15Revenue Growth

Page 12: Digital Realty 2Q16 Earnings Presentation · Digital Realty 2Q16 Earnings Presentation Author: Sarah Taylor Keywords: Digital Realty 3Q16 Earnings Presentation Created Date: 2/16/2017

Total

Page 13: Digital Realty 2Q16 Earnings Presentation · Digital Realty 2Q16 Earnings Presentation Author: Sarah Taylor Keywords: Digital Realty 3Q16 Earnings Presentation Created Date: 2/16/2017

USD CAD GBP EURO JPY HKD SGD AUD

Page 14: Digital Realty 2Q16 Earnings Presentation · Digital Realty 2Q16 Earnings Presentation Author: Sarah Taylor Keywords: Digital Realty 3Q16 Earnings Presentation Created Date: 2/16/2017
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