Investor Presentation December 2019
4. Entrenched, Long-Standing Customer Relationships
Average Tenure and Breadth of Relationships Evidence Vertiv's Leading Position
OVERVIEW
Highly diversified customer base with the top 50 customers
representing -35% of total sales in 2018
• Customers span a wide array of industries and verticals
Winning in the colocation and hyperscale markets with key players
Deep relationships with key customers spanning multiple decades
Data Center
VERTIV
LONG STANDING RELATIONSHIPS WITH OUR CUSTOMERS
EQUINIX IBM amazon
INGRAM
DTech Data Walmart Google
E2
NYSE
Alibaba.com
eƆ edgeconnex
DIGITAL REALTY
DOLL
腾讯
Tencent
Average
tenure:
-15 years
Rest
65%
Customer breakdown
Top 10
O
2018A Sales: $4.3B
20%
11-25
10%
26-50
5%
Source: Management estimates; Note: Average tenure based on median length of relationship for all companies shown
Communications
Converged
AT&T verizon✓
中国电信
CHINA TELECOM
RELIANCE
CHINA TOWER
中国铁塔
中国移动
China Mobile
vodafone
China
unicom中国联通
ERICSSON Telefonica
Average
tenure:
~25 years
Average
tenure:
~15 years
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