Zayo Group OBAC presentation February 25, 2021
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Our Fiber Fuels Global Innovation
Zayo Group
OBAC presentation
February 25, 2021
Agenda
● Zayo Vision/Mission
Presenter
● Going Private in 2020
● Other companies Stuart Taubman
● 25+ Years of Experience
● Oregon Infrastructure ● Wiltel to Zayo- Building Networks
across the West Coast
● Infrastructure Drivers ● New Implementations DS1s to 30+
Tbps
● Other Developments
Proprietary and confidential 2
2
ACQUISITION HISTORY
41 acquisitions since 2007 totaling ~$6.5B
US Carrier
CFS Regional
Markets
**
Acquisitions with assets in the Oregon Market
4
5
Zayo acquired by Digital Colony and EQT – March 9, 2020 EQT is a leading investment firm with more than EUR 61 billion in raised capital across 29 funds and around EUR 40 billion in assets under management. EQT funds have portfolio companies in Europe, Asia and the US with total sales of more than EUR 19 billion and approximately 110,000 employees. EQT works with portfolio companies to achieve sustainable growth, operational excellence and market leadership. More info: www.eqtpartners.com. Digital Colony is a global investment firm dedicated to strategic opportunities in digital infrastructure. The firm brings together Digital Bridge’s industry, operational and investment expertise in the telecommunications sector. Below are the companies under operational control as well as Vertical Bridge tower assets.
New CEO
Steve Smith has over 30 years of expertise as a global
leader of tech companies. He is a West Point graduate
and an 8-year Army veteran. Smith was recently a
Managing Director of the Private Equity firm GI Partners
and prior to that CEO of Equinix for over 10 years.
Steve Smith – New CEO
Oregon Infrastructure
Oregon Infrastructure
Key Metro Markets On Net Facilities Stats
1. Portland/Hillsboro Total On Net Buildings 2111
2. Eugene Buildings 1832
3. Salem SC/FTT/MSC/POP 279
4. Bend, Pendleton, Umatilla Pending 103
Network Stats – Route Miles (RM)
Key Long Haul (LH) Routing Design Total Owned RM 1,977
1. Seattle/Portland/Bay Area Owned Metro RM 1,189
2. Portland to Umatilla New Construction Owned LH RM 788 (+259)
3. Umatilla to Reno New Construction Pending RM 540
4. Eugene to Reedsport New Construction Partner LH RM 581
Partner Metro RM 1,062
Portland/ Salem OR
Updates to Portland/Salem
1. Completed Portland to
Umatilla route – only
underground route to
Boardman.
2. Augmented Hillsboro
with 4 data centers
additions.
3. Enabled six diverse
routes with terabits of
Wave backbone
capacity.
4. In 2020, built 30+
metro route miles
Existing UG Owned
Existing Aerial Owned
Existing Partnered
In-ProcessEugene OR
Updates to Lane County
1. Enabled Multi-terabit
out of WIX
2. A quarter away from
building a unique
underground route to
Florence
3. In 2021, going to
establish an IP POP
routing North and
South out of Eugene
4. In 2020, built 20+ route
miles metro in Eugene
Existing UG Owned
Existing Aerial Owned
Existing Partnered
Planned/ In Process
11Long Haul Network
Updates to Oregon
1. In 2020 – Compelted
Portland to Umatilla
2. Expecting Eugene to
Florence to Reedsport
3. 40% complete on
Umatilla to Reno
4. Expanded underground
project to include La
Pine to Chemult
Existing Owned
Existing Partnered
In Process
12Infrastructure Drivers
The infrastructure at data
centers like in Hillsboro and
Cloud Ecosystem
hyperscale (FANG) rural
Oregon Data Centers are
important.
Source: Cowen and CompanyCloud Infrastructure Footprint Highlights
(Key Zayo Cloud Interconnects)
• Demand for Cloud infrastructure has increased.
• The left chart represents two years ago. AWS was a much greater selection at the
time.
• The right chart represents the last six months. Greater spread in the selection.
15Cloud Infrastructure Footprint Highlights
(Key Zayo Cloud Interconnects)
• Size of Demand for Cloud infrastructure has increased.
• The left chart represents two years ago. 50% of demand was 1 Gbps and below.
• The right chart represents the last six months. Greater speeds 1 Gbps and above.
16Data Center Footprint
Zayo provides mission-critical bandwidth and a rapidly expanding fiber footprint to 1,300+ of the
world’s most impactful data centers
17Cloud Infrastructure across North America, Europe, and
Key Spots in Asia
18Healthcare
Campus
Environment
Example
Same is true for a
large retail set-up
and office
complex.
19Zayo Mobile Infrastructure
20Mobile Ecosystem Infrastructure
21Questions
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