Table of Content
Background & Overview – The impact of the Covid-19 virus pandemic on IT services & the Data Centre segment overall including:
An overview of some of the Government regulations that have been introduced with their impact on Data Centres
An overview of the impact of Covid-19 on technology services (including investment, Capex & construction).
An overview of the geographical impact of Covid-19 by region (including China, the USA, Europe and the Rest of the World)
An overview of the impact of Covid-19 on online & digital services (including e-commerce services).
Section One – The impact of Covid-19 on Technology services influencing the Data Centre segment including:
The changes in e-commerce service usage & the impact on Data Centres
The changes in social media service usage & the impact on Data Centres
The changes in online usage & conferencing & the impact on Data Centres
Mapping the short- and long-term impact on the Data Centre segment
Section Two – The impact of Covid-19 on the financing and growth of the Data Centre segment including:
The changes in Data Centre finance & investment – from the end of 2019
The changes in Data Centre construction & growth rates – from the end of 2019
The impact on forecast Data Centre growth rates to the end of 2020 & beyond
Potential changes in Data Centre Acquisition & Merger (A&M) activity
Section Three – The impact of Covid-19 on the operations of the Data Centre facility including:
The impact of cross-border trade & the supply of equipment for Data Centres
Monitoring employee and customer health & safety in the Data Centre facility
Changes in the management & operations of the Data Centre facility
The long-term impact of Data Centre operations
Section Four - Conclusions & forecasts – Data Centres at a time of Pandemic - Weathering the Storm
The short- and long-term impact of Covid-19 on the Data Centre segment including:
The immediate impact of the Covid-19 pandemic on the Data Centre segment
The forecast after-effects of the Covid-19 pandemic on the Data Centre segment
Figure 1: A table showing selected Data Centre facility build outs placed on hold following the Covid-19 pandemic
Figures 2: A table showing the Equinix Recurring & Non-recurring capex costs, Q1 2020, Q4 2019 & Q1 2019
Figure 3: A table showing the key Chinese Hyperscale Data Centres under development from 2020 to 2021
Figure 4: A table showing a summary of capex in USD for selected Data Centre Providers for the Q1 2020 period
Figure 5: A table summarising the impact of Covid-19 on technology services (including Data Centre demand, investment, capex & construction
Figure 6: A table summarising the impact & effects of the Covid-19 pandemic by Country or region
Figure 7: A table summarising the changes in e-commerce services at the time of the Covid-19 pandemic
Figure 8:A table summarising the changes in social media usage since the emergence of the Covid-19 pandemic
Figure 9:A table summarising the effects of the Covid-19 pandemic on the key Internet Exchanges worldwide
Figure 10: A table summarising the impact of the Covid-19 pandemic on selected Data Centre reported results (Q1 2020)
Figure 11: A table showing the stock market performance of quoted Data Centre companies – from February 2020 to May 2020
Figure 12: A table showing the stock market performance of quoted Data Centre companies – from February 2020 to May 2020
Figure 13: A table showing the impact on Data Centre construction of the Covid-19 pandemic
Figure 14: A chart showing the impact of the Covid-19 pandemic on selected Data Centre markets worldwide (in growth of Data Centre space in m2 against forecast growth)
Figure 15: A table summarising the changes in the management & operations of a Data Centre facility
Figure 16:A table showing the long-term effects on Data Centre operations of the Covid-19 pandemic
Figure 17:A table showing the immediate impact of the Covid-19 pandemic on the Data Centre segment
Figure 18: A table showing the long-term after-effects of the Covid-19 pandemic on the Data Centre segment
Figure 19: A chart showing forecast Data Centre space growth for 2020 - projected before & after the Covid-19 pandemic (in ‘000s of m2) for selected countries
Companies mentioned in the report
21Vianet Group
AMS-IX
Amazon
AirTrunk (Australia)
BDX
BT
Centrin Data Gaw
Ceoconomy
Chayora
Chindata
CyrusOne
DE-CIX IP
Digital Colony (Brazil)
DigiPlex
Digital Realty
Equinix
FPT Telecom
France IX
GDS Holdings
I-advantage
Interxion
IX Brazil
KPN
LCL Cloud
LINX
Microsoft
MSK-IX
NAPAfrica
NGD Data
NTT Global Data Centres
Ocado
Otto Group
QTS Rack Centre
Pulslant
Proximus
Safehost
Sainsbury
Sinnet
Shopify
SuperNAP
Telefolnica
Teraco
Thésée Data Centre
TierPoint
UAE-IX
Vantage Data Center
Verizon
Zoom