Vertiv Holdings Co at Goldman Sachs Communacopia + Technology Conference Transcript
(audio in progress)
Maybe we could start with one on the top-line environment. At your Investor Day in May, the company raised its organic revenue CAGR target 20% to 22% for 2025 through 2030, and that's up from the previous five-year forecast of 12% to 14% that have been given at the 2024 investor event.
Questions & Answers
Maybe start with helping investors better understand what's driving that acceleration?
Well, certainly a combination of things. First of all, with the market, it continues to be strong. If anything has been strengthening. And -- even in our July earnings call, we reiterated the message of a strong market, if anything, strengthening pipelines, more visibility, elements of sales cycle acceleration. So that's going in the right direction.
And then our position in the market
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
