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Vertiv (VRT) investor relations material
Vertiv Morgan Stanley’s 13th Annual Laguna Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley’s 13th Annual Laguna Conference summary10 Sep, 2025
Market demand and pipeline visibility
Strong demand continues, with 35% organic growth and a robust book-to-bill ratio last quarter.
Pipeline strength is a key forward indicator, defined as active commercial opportunities with quotes.
Pipeline visibility extends into 2026 and 2027, with customer conversations years out.
Backlog and pipeline provide significant visibility for future growth.
Technology trends and product innovation
Industry is shifting toward liquid cooling, expected to represent about a third of the total addressable market for data center cooling.
White space in data centers is becoming a major growth area due to increased density and complexity.
Prefabrication solutions like smart run can dramatically reduce fit-out times and accelerate revenue.
Flexible products like CoolPhase Flex allow adaptation to evolving thermal management needs.
Competitive positioning and customer relationships
Close collaboration with silicon providers and hyperscalers enables early involvement in technology roadmaps.
Integrated infrastructure expertise provides a competitive moat versus new entrants.
Hyperscalers' vertical integration is more about IP ownership than full in-house development; collaboration remains strong.
How does pipeline signal future business direction?
White space: new growth driver and upgrade cycle?
Europe's data center market: coil spring outlook?
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Next Vertiv earnings date
Q3 202522 Oct, 2025
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Frequently asked questions
Critical Digital Infrastructure
Vertiv is an American company and a global provider of critical digital infrastructure and continuity solutions. Vertiv designs and manufactures products for data centers, communication networks, and commercial and industrial environments. The company offers a range of hardware, software, analytics, and services designed to ensure that critical infrastructure is operating as efficiently and as reliably as possible. The company is headquartered in Columbus, Ohio, and its shares are listed on the NYSE.
Divested from Emerson Electric
Vertiv's inception as an independent entity dates back to 2016, following a divestiture from Emerson Electric Co. What would later go on to become Vertiv was founded as Emerson Network Power in 2000, a division within Emerson focusing on critical infrastructure technologies.
In 2016, Emerson Network Power was acquired by Platinum Equity, who divested the division and established it as its own company. The new company that arose from this decision would go on the be called Vertiv, focusing solely on its core areas of operations independent of Emerson Electric’s other ventures. The company went public in 2020.
The Portfolio of Products
The company’s product portfolio includes power management products, like uninterruptible power supplies (UPS), power distribution units (PDU), and thermal management solutions, which encompass cooling systems tailored for IT and communication infrastructure. Vertiv also provides integrated racks and enclosures, along with monitoring and management software that ensures the day-to-day operations of critical infrastructures. Its services span from preventive maintenance to remote monitoring, offering support to optimize performance, extend equipment life, and reduce operational expenses.
The Three Main end Customers
Vertiv primarily serves three key customer groups: data centers, communication networks, and commercial & industrial environments and each of these sectors represents a significant portion of Vertiv's customer base. Some notable public companies found on the company’s customer list include names such as Verizon, AT&T, and Alibaba.
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