Was 57 about a year ago. 98 now.
Assuming that those 57 were trials, the important question is how many of those 57 have progressed to full scale deployments?
For example, NextDC Brisbane was one trial of the 57, and has since become a site deployment of realistically hundreds.
Another consideration is that some of these may be large scale deployments 'straight of the bat' due to trials taking place at other locations. NextDC Melbourne is an example.
So 98 could mean 96 single cabinets & 2 large deployments ie worth $500k to $1m.
OR 98 could mean 98 full scale deployments of thousands of cabinets each ie worth $50-$100m.
More information is required to make a proper judgement. What we can say though is that the more individual deployments/trials, the more potential for these to progress into much larger deployments at the same and other locations operated by the customer.
In the absence of clarity, the accounts will give an idea.
How come no update on PAD numbers? Interesting.
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