Vertiv Holdings Co at Goldman Sachs Industrials & Materials Conference (Virtual) Transcript

May 11, 2022

May 11, 2022 / 05:00PM GMT
Mark Trevor Delaney - Goldman Sachs Group, Inc., Research Division - Equity Analyst

Thank you, everybody, for joining us. My name is Mark Delaney, and I cover Vertiv for Goldman Sachs. I'm very pleased to be hosting Rob Johnson, the CEO; and David Fallon, the CFO of Vertiv. Thank you both for joining us.

Robert J. Johnson - Vertiv Holdings Co - CEO & Director

Good to be here. Thank you for having us.

Mark Trevor Delaney - Goldman Sachs Group, Inc., Research Division - Equity Analyst

For those of you who don't know, the company is a leading supplier of power, cooling and IT infrastructure management solutions geared toward the data center, commercial, telecom and edge markets. Vertiv generates about $5 billion of revenue annually.

Questions and Answers:

Mark Trevor Delaney - Goldman Sachs Group, Inc., Research Division - Equity Analyst

I thought to get started, we could begin by discussing some of the demand trends in the market environment that Vertiv's seen.

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