Vertiv (VRT) Investor update summary

Strategic priorities and industry leadership

• Five strategic priorities—customer focus, financial strength, innovation, operational excellence, and high-performance culture—guide multi-year actions and value creation.

• Industry leadership is reinforced by a broad and expanding portfolio for data center and AI infrastructure, rapid technology scaling, and consistent delivery above projections.

• Market share and reach are expanding, with a legacy served market of ~$62B growing to ~$75B by 2030, driven by organic innovation and targeted acquisitions.

• Unique competitive advantages include deep application expertise, global presence, and the largest global service network.

• Strong partnerships and customer collaboration drive infrastructure readiness and enable rapid, scalable deployments.

Market outlook and growth drivers

• Projects 20%-22% CAGR in top-line/organic sales growth over the next five years, outpacing the market's 16%-18% CAGR.

• Data center CapEx is rising, with total power capacity expected to grow from 100 GW to 140 GW annually.

• Market expansion includes new technologies and segments, increasing TAM to $75 billion by 2030.

• Key growth forces: density, speed, scale, complexity, and on-site power generation.

• AI and data center demand are expected to accelerate, with no signs of normalization in the near term.

Innovation, portfolio, and services

• Introduced 120 innovations in 18 months, spanning power management, thermal, IT systems, and services.

• Converged infrastructure solutions, such as OneCore and SmartRun, enable up to 50% faster deployment, higher quality, and optimized cost and performance.

• Modular designs shift risk from site to factory, improving reliability and scalability.

• Services business is a key differentiator, providing end-to-end lifecycle support, predictive analytics, and recurring revenue streams.

• Digital services and consulting are embedded throughout the product and service lifecycle, enhancing performance and uptime.