Investor Presentation December 2019
1 Served Markets are Large and Growing
Secular Trends are Supportive
MARKET SIZE & TRENDS
Market
Size
($bn, 2018)
Growth
Rate¹
% Vertiv
Sales2
Segment Trends
VERTIV
Data Center Segments
Cloud Hyperscale / Colocation
~$ 6.5
8 - 12%
Cloud/hyperscale benefiting from hybrid model and data boom
Shift to modular/scalable build outs and standardization increasing
Enterprise
~13.5
0-2%
•
Edge deployments ramping up
Data Center Subtotal
~$ 20.0
3-5%
70%
Communications
~7.0
1 -3%
20%
Expansion of connectivity and modest growth planned with 5G deployments
Commercial & Industrial
~2.5
2-4%
10%
Positive economic environment and safety, security and regulatory needs driving
increase
Total
~$ 29.5
3-4%
100%
Source: Management estimates and Company information
Note: Represents estimated market growth rate between 2019-2021. 2 Based on 2018 data.
VERTIV. Targeting -1.5x1 market growth
Market growth benefiting from positive secular trends
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