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Vertiv Baird 55th Annual Global Industrial Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Baird 55th Annual Global Industrial Conference summary11 Nov, 2025
Market outlook and growth drivers
Data center sector is experiencing robust, long-term growth, with strong order pipelines and a 30% increase in backlog, indicating sustained demand through at least 2026.
Growth is currently concentrated in North America, but expansion is expected globally due to sovereign data requirements and AI capacity needs.
AI-driven business growth among hyperscalers is robust, supporting optimism for continued industry expansion.
Large-scale data center deployments are staged over several years, with each phase typically taking 9–15 months from order to deployment.
Industry dynamics and competitive landscape
The industry is consolidating, with rational players dominating and recent acquisitions shaping the landscape.
Liquid cooling and high-density technologies are driving complexity and opportunity in the market.
Double ordering is not a concern; orders are project-based and legally binding, with negligible cancellations.
Capacity management and constraints
Capacity is being expanded rapidly through increased footprint, efficiency, and productivity, with flexibility to absorb demand fluctuations.
Key constraints for data center growth include power generation, permitting, and skilled labor, but these are being actively addressed by the industry.
How does NVIDIA collaboration shape 800V DC adoption?
How do you mitigate data center growth constraints?
How does high-density IT transform white space value?
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Q4 202512 Feb, 2026
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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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