Equinix Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 02, 2026 / 07:30PM GMT
Release Date Price: MXN16527.98
Cameron McVeigh
Morgan Stanley & Co Ltd - Equity Analyst

Okay.

Might as well get started.

Thank you all for coming. My name is Cameron McVeigh. I cover communications infrastructure here at Morgan Stanley.

And pleased to welcome John Lynn, Chief Business Officer at Equinix.

Thank you, Cameron. Welcome.

Before we get started, I have to read this. For important disclosures, please see the Morgan Stanley Research Disclosure website. If you have any questions, please reach out to your Morgan Stanley sales representative.

Okay, done.

Questions & Answers

Cameron McVeigh
Morgan Stanley & Co Ltd - Equity Analyst

John, let's get started. Equinex reported 4th quarter in full year earnings in February. CFO Keith Taylor called it the best quarter ever.

John, what in your view was the main driver of this momentum?

Jon Lin Equinix;Chief Business Officer

Yeah, I think, a couple of different areas there. I'd say first and foremost, when

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