Business Strategy and Outlook
| Matthew Dolgin, CFA |Equinix is the largest provider of colocation data centers in the world, and it has developed network-dense locations in major cities that would be extremely difficult for competitors to replicate. Telecom networks, cloud service providers, and other enterprises house their equipment and connect with each other at Equinix locations, and the presence of each attracts the others. We expect the importance of interconnection will continue to grow, and in our view, no company is better positioned to take advantage than Equinix.