Vertiv Holdings Co (VRT): Modelo de Negocio Canvas [Actualizado en Ene-2025]

En el mundo de alto riesgo de la infraestructura digital, Vertiv Holdings Co (VRT) emerge como un arquitecto crítico de la resiliencia tecnológica, transformando cómo los entornos misioneros críticos manejan la potencia, el enfriamiento y los desafíos térmicos. Al ser pioneros en soluciones innovadoras que unen la ingeniería de vanguardia con necesidades empresariales prácticas, Vertiv se ha posicionado como un facilitador estratégico para centros de datos, proveedores de nubes y complejos ecosistemas tecnológicos que exigen un rendimiento y confiabilidad intransigentes. Esta exploración del lienzo de modelo de negocio de Vertiv presenta la intrincada maquinaria detrás de una compañía que no solo respalda la infraestructura tecnológica, sino que define su futuro.

Vertiv Holdings Co (VRT) - Modelo de negocio: asociaciones clave

Alianzas estratégicas con fabricantes de equipos de centros de datos

Vertiv ha establecido asociaciones estratégicas con los siguientes fabricantes de equipos del centro de datos:

Pareja	Enfoque de asociación	Año establecido
Schneider Electric	Soluciones de infraestructura de energía	2019
Corporación Panduit	Infraestructura integrada del centro de datos	2017
Rittal GmbH	Sistemas de enfriamiento y recinto	2020

Colaboración con los principales proveedores de infraestructura de TI

Las colaboraciones de infraestructura clave de TI de Vertiv incluyen:

• Dell Technologies - Soluciones de integración de infraestructura
• Hewlett Packard Enterprise (HPE) - Modular Data Center Technologies
• Cisco Systems - Optimización de la infraestructura de red

Asociaciones con proveedores de componentes de semiconductores y tecnología

Asociaciones críticas de semiconductores y componentes:

Proveedor	Tipo de componente	Volumen de suministro anual
Instrumentos de Texas	Chips de administración de energía	1,2 millones de unidades
Infineon Technologies	Módulos de semiconductores	850,000 unidades
En semiconductor	Componentes de gestión térmica	670,000 unidades

Empresas conjuntas con empresas de ingeniería eléctrica global

Importantes empresas conjuntas globales de ingeniería eléctrica:

• ABB Ltd - Sistemas de distribución de energía
• Siemens AG - Soluciones de infraestructura crítica
• Emerson Electric - Tecnologías de gestión térmica

Asociaciones de integración de tecnología con proveedores de servicios en la nube

Asociaciones de integración de tecnología del proveedor de servicios en la nube:

Proveedor de nubes	Enfoque de integración	Valor de asociación
Servicios web de Amazon (AWS)	Infraestructura informática de borde	$ 48 millones
Microsoft Azure	Soluciones de enfriamiento de nubes híbridas	$ 35.7 millones
Google Cloud	Gestión térmica del centro de datos	$ 29.3 millones

Vertiv Holdings Co (VRT) - Modelo de negocio: actividades clave

Diseño y fabricación de sistemas críticos de enfriamiento de infraestructura digital

En 2023, Vertiv informó la capacidad de fabricación en 9 instalaciones de producción global. La compañía produjo aproximadamente 750,000 unidades de gestión térmica anualmente.

Métrica de producción	2023 datos
Instalaciones de fabricación global	9
Unidades de enfriamiento anuales producidas	750,000
Inversión de I + D	$ 184 millones

Desarrollo de soluciones de gestión de energía y gestión térmica

Vertiv se especializa en el desarrollo de soluciones avanzadas de gestión térmica con capacidades técnicas específicas.

• Sistemas de enfriamiento de precisión para centros de datos
• Soluciones térmicas de computación de borde
• Diseños de infraestructura de potencia modular
• Tecnologías de enfriamiento de alta densidad

Investigación e innovación en la tecnología de infraestructura del centro de datos

En 2023, Vertiv presentó 37 nuevas patentes relacionadas con la gestión térmica y las tecnologías de infraestructura de energía.

Métrica de innovación	2023 datos
Nuevas patentes archivadas	37
Personal de investigación	425 ingenieros
Centros de innovación	6 ubicaciones globales

Servicio global y soporte técnico para entornos de misión crítica

Vertiv mantiene una red de servicios globales que cubre 130 países con 4.200 técnicos de servicio de campo.

• Infraestructura de soporte técnico 24/7
• Capacidades de monitoreo remoto
• Servicios de mantenimiento predictivo
• Equipos de respuesta a emergencias

Ingeniería y personalización de productos de gestión térmica

La compañía ofrece soluciones personalizadas de gestión térmica con equipos de ingeniería dedicados a los requisitos específicos del cliente.

Métrica de personalización	2023 datos
Proyectos de ingeniería personalizados	215
Tiempo promedio de finalización del proyecto	8.5 semanas
Tasa de satisfacción del cliente	92%

Vertiv Holdings Co (VRT) - Modelo de negocio: recursos clave

Ingeniería avanzada y capacidades de I + D

Inversión de I + D: $ 129.4 millones en 2022

I + D Métrica	Valor
Empleados totales de I + D	1.200 profesionales
Presentaciones de patentes anuales	37 nuevas patentes
Centros de I + D	6 ubicaciones globales

Extensas instalaciones de fabricación global

Ubicaciones de fabricación total: 15 instalaciones a nivel mundial

Región	Número de instalaciones
América del norte	5 instalaciones
Europa	4 instalaciones
Asia Pacífico	6 instalaciones

Patentes de propiedad y tecnología intelectual

• Patentes activas totales: 412
• Categorías de patentes:
  • Tecnologías de potencia crítica: 156 patentes
  • Soluciones de gestión térmica: 124 patentes
  • Tecnologías de infraestructura digital: 132 patentes

Fuerza laboral técnica calificada

Métrica de la fuerza laboral	Valor
Total de empleados	24,300
Porcentaje de personal técnico	68%
Experiencia promedio de los empleados	12.5 años

Red de cadena de suministro robusta

Total de proveedores: 1.200 socios globales

Métrica de la cadena de suministro	Valor
Proveedores nacionales	62%
Proveedores internacionales	38%
Proveedores sostenibles certificados	47%

Vertiv Holdings Co (VRT) - Modelo de negocio: propuestas de valor

Soluciones de gestión térmica de alta fiabilidad para infraestructura de misión crítica

Vertiv proporciona soluciones de gestión térmica con las siguientes especificaciones:

Categoría de soluciones	Métricas de rendimiento	Penetración del mercado
Enfriamiento del centro de datos	Garantía de tiempo de actividad del 99.99%	38% de participación en el mercado global
Enfriamiento de la computación de borde	Hasta un 40% de eficiencia energética	27% de penetración del mercado

Tecnologías de enfriamiento de eficiencia energética para centros de datos

Las tecnologías de enfriamiento de Vertiv entregan:

• Reducción de Pue (Efectividad de uso de energía) a 1.2
• Soluciones de enfriamiento de líquidos con un consumo de energía 60% más bajo
• Diseño modular que admite infraestructura de 500 kW a 2 MW

Sistemas integrales de gestión de energía y térmico

Tipo de sistema	Rango de capacidad	Ingresos anuales
Sistemas UPS	10 kVA - 1 MVA	$ 672 millones
Enfriamiento de precisión	20 kW - 500 kW	$ 423 millones

Soluciones de infraestructura escalable para entornos empresariales y en la nube

Vertiv ofrece soluciones escalables con:

• Diseño modular que admite 200-5000 implementaciones de bastidores
• Infraestructura lista para la nube que admite entornos híbridos
• Escalabilidad de 50 kW a 5 MW Configuraciones

Monitoreo avanzado y tecnologías de mantenimiento predictivo

Tecnología de monitoreo	Capacidades predictivas	Tasa de prevención de fallas
Servicios de vida de Vertiv	Monitoreo de infraestructura en tiempo real	92% Predicción de falla potencial
Plataforma de gestión remota	Alertas de mantenimiento predictivo	87% de reducción de tiempo de inactividad del equipo

Vertiv Holdings Co (VRT) - Modelo de negocios: relaciones con los clientes

Soporte técnico y servicios de consulta

Vertiv proporciona soporte técnico 24/7 con un alcance global en más de 300 ubicaciones de servicios. La compañía mantiene un Tasa de resolución de primer llamado 98.5% para soporte crítico de infraestructura.

Canal de soporte	Tiempo de respuesta promedio	Cobertura
Soporte telefónico	15 minutos	Global
Chat en línea	8 minutos	24/7
Soporte por correo electrónico	4 horas	Global

Acuerdos de servicio y mantenimiento a largo plazo

Vertiv ofrece contratos de servicio integrales con múltiples niveles:

• Bronce: mantenimiento básico
• Plata: monitoreo mejorado
• Oro: mantenimiento predictivo
• Platino: gestión de infraestructura completa

Nivel de contrato	Costo de cobertura anual	Tiempo de respuesta
Bronce	$5,000 - $25,000	Siguiente día hábil
Plata	$25,000 - $100,000	Respuesta de 4 horas
Oro	$100,000 - $500,000	Respuesta de 1 hora
Platino	$500,000+	Respuesta de 30 minutos

Gestión de cuentas dedicada para clientes empresariales

Vertiv asigna Gerentes de cuentas especializados a clientes empresariales con ingresos anuales superiores a $ 50 millones. La cartera promedio del administrador de cuentas incluye 5-7 clientes empresariales clave.

Plataformas de atención al cliente en línea

La infraestructura de soporte digital incluye:

• Base de conocimiento de autoservicio
• Sistema de seguimiento de boletos en tiempo real
• Foros de la comunidad
• Herramientas de diagnóstico remoto

Característica de la plataforma	Compromiso de usuario	Tasa de resolución
Base de conocimiento	250,000 visitantes mensuales	65% de auto resolución
Sistema de boletos	15,000 boletos mensuales	Tasa de resolución del 92%

Programas de capacitación y certificación para clientes

Vertiv proporciona Programas de capacitación integral con múltiples niveles de certificación:

• Gestión de infraestructura básica
• Sistemas de energía críticos avanzados
• Certificación de optimización del centro de datos

Nivel de certificación	Duración del entrenamiento	Participantes anuales
Basic	2 días	5,000
Avanzado	5 días	2,500
Experto	10 días	750

Vertiv Holdings Co (VRT) - Modelo de negocio: canales

Fuerza de ventas directa dirigida a clientes empresariales

Vertiv mantiene un equipo de ventas empresarial dedicado con 487 representantes de ventas directas a partir del cuarto trimestre de 2023. La fuerza de ventas se centra en los sectores de infraestructura crítica que incluyen:

• Centros de datos
• Telecomunicaciones
• Aplicaciones industriales
• Instalaciones de atención médica

Canal de ventas	Número de representantes	Ingresos anuales promedio por representante
Ventas directas empresariales	487	$ 2.3 millones
Territorios empresariales globales	62	$ 4.1 millones

Ventas en línea y plataformas de marketing digital

Los canales de ventas digitales de Vertiv generaron $ 328 millones en ingresos durante 2023, lo que representa el 22% de las ventas totales de la compañía.

Plataforma digital	Tráfico web anual	Tasa de conversión
Vertiv.com	1.2 millones de visitantes	3.4%
Configurador de productos en línea	127,000 usuarios únicos	2.8%

Conferencias tecnológicas y ferias comerciales de la industria

Vertiv participó en 47 conferencias internacionales de tecnología en 2023, con un alcance estimado de 128,000 clientes empresariales potenciales.

Redes de socios y revendedores

Vertiv mantiene una red de socios globales con 672 revendedores certificados en 38 países.

Nivel de pareja	Número de socios	Ingresos anuales promedio de socios anuales
Socios Platinum	89	$ 5.6 millones
Socios de oro	283	$ 2.3 millones
Socios de plata	300	$ 1.1 millones

Configuradores de productos electrónicos y productos digitales

El configurador de productos digitales de Vertiv procesó 14,387 solicitudes de configuración personalizadas en 2023, con un valor de pedido promedio de $ 87,600.

Canal digital	Transacciones totales	Valor de pedido promedio
Plataforma de comercio electrónico	6,742	$62,300
Configurador de productos	14,387	$87,600

Vertiv Holdings Co (VRT) - Modelo de negocio: segmentos de clientes

Grandes centros de datos empresariales

Vertiv atiende a grandes centros de datos empresariales con soluciones críticas de infraestructura. A partir de 2023, el mercado mundial de centros de datos empresariales se valoró en $ 215.8 mil millones.

Característica de segmento	Punto de datos
Tamaño total del mercado	$ 215.8 mil millones (2023)
Cuota de mercado de vertiv estimada	12.5%
Ingresos anuales del segmento empresarial	$ 1.2 mil millones

Proveedores de servicios en la nube

Los proveedores de servicios en la nube representan un segmento crítico de clientes para las soluciones de infraestructura de Vertiv.

Segmento del proveedor de la nube	Métrica
Mercado global de infraestructura en la nube	$ 247.6 mil millones (2023)
Ingresos del proveedor de la nube de Vertiv	$ 875 millones

Operadores de infraestructura de telecomunicaciones

La infraestructura de telecomunicaciones representa un mercado significativo para las soluciones de Vertiv.

• Mercado global de infraestructura de telecomunicaciones: $ 89.4 mil millones
• Ingresos del segmento de telecomunicaciones de Vertiv: $ 650 millones
• Clientes clave de telecomunicaciones: AT&T, Verizon, Deutsche Telekom

Servicios financieros e instituciones bancarias

Vertiv proporciona soluciones críticas de infraestructura para organizaciones de servicios financieros.

Segmento de servicios financieros	Punto de datos
Tamaño total del mercado	$ 72.3 mil millones
Ingresos de servicios financieros de Vertiv	$ 425 millones

Organizaciones gubernamentales y del sector público

La infraestructura gubernamental representa un segmento estratégico de clientes para Vertiv.

• Mercado de infraestructura del sector público: $ 103.6 mil millones
• Ingresos del segmento gubernamental de Vertiv: $ 375 millones
• Clientes del gobierno clave: Departamento de Defensa, NASA, agencias federales

Vertiv Holdings Co (VRT) - Modelo de negocio: Estructura de costos

Inversiones de investigación y desarrollo

En 2022, Vertiv reportó gastos de I + D de $ 159 millones, lo que representa el 4.1% de los ingresos totales. Para el año fiscal 2023, las inversiones de I + D aumentaron a $ 172 millones.

Gastos globales de fabricación y producción

Ubicación de fabricación	Costo de producción anual	Capacidad
Columbus, Ohio, EE. UU.	$ 84.3 millones	45,000 unidades/año
Suzhou, China	$ 62.7 millones	35,000 unidades/año
Limerick, Irlanda	$ 41.5 millones	25,000 unidades/año

Costos operativos de ventas y marketing

Vertiv asignó $ 245 millones a los gastos de ventas y marketing en 2023, lo que representa aproximadamente el 6.3% de los ingresos totales.

Gestión de la cadena de suministro y logística

• Gastos de logística anual: $ 78.6 millones
• Centros de distribución global: 12
• Costo de gestión de inventario: $ 56.2 millones
• Gastos operativos de adquisición: $ 42.5 millones

Compensación y capacitación de la fuerza laboral

Categoría de gastos	Costo anual	Porcentaje de gastos totales
Compensación total de empleados	$ 612 millones	37.4%
Programas de capacitación de empleados	$ 18.3 millones	1.1%
Beneficios y atención médica	$ 94.5 millones	5.8%

Vertiv Holdings Co (VRT) - Modelo de negocio: flujos de ingresos

Ventas de productos de sistemas de gestión térmica

En el año fiscal 2023, Vertiv informó ingresos por ventas de productos de $ 5.24 mil millones de sistemas de gestión térmica y soluciones críticas de infraestructura.

Categoría de productos	Ingresos (2023)
Sistemas de gestión térmica	$ 2.1 mil millones
Soluciones de enfriamiento de precisión	$ 1.3 mil millones
Infraestructura térmica del centro de datos	$ 1.84 mil millones

Ingresos de contratos de servicio y mantenimiento

Vertiv generó $ 1.02 mil millones a partir de contratos de servicio y mantenimiento en 2023.

• Contratos de mantenimiento preventivo: $ 420 millones
• Servicios de reparación de emergencia: $ 350 millones
• Programas de garantía extendida: $ 250 millones

Tarifas de soluciones de consultoría e ingeniería

Los ingresos por soluciones de consultoría e ingeniería totalizaron $ 280 millones en 2023.

Tipo de servicio	Ganancia
Consultoría de diseño del centro de datos	$ 150 millones
Evaluación de infraestructura	$ 80 millones
Soluciones de ingeniería personalizadas	$ 50 millones

Venta de piezas y componentes del mercado de accesorios

Las ventas del mercado de accesorios alcanzaron los $ 612 millones en 2023.

• Componentes de enfriamiento de reemplazo: $ 280 millones
• Piezas de infraestructura de energía: $ 220 millones
• Componentes técnicos especializados: $ 112 millones

Licencias de tecnología e ingresos por propiedad intelectual

Vertiv reportó $ 45 millones en ingresos por licencias de tecnología para 2023.

Categoría de licencias	Ganancia
Tecnología de gestión térmica	$ 25 millones
Patentes de infraestructura de energía	$ 20 millones

Vertiv Holdings Co (VRT) - Canvas Business Model: Value Propositions

You're looking at the core reasons why customers choose Vertiv Holdings Co for their mission-critical needs right now, late in 2025. It's all about keeping the lights on and the processing running, especially with AI workloads demanding more power than ever before.

Ensuring critical digital infrastructure continuity and uptime

The value here is simple: avoiding catastrophic failure. When you're running hyperscale or edge operations, downtime isn't an inconvenience; it's a massive financial hit. We know that for edge nodes, for example, an outage can cost operators around $1.9 M per hour. Vertiv Holdings Co provides the power management, cooling, and monitoring solutions that help keep the servers running, even when they're under the intense load from artificial intelligence tasks. This is why major players like AWS rely on their systems to avert downtime during intensive processing.

Leadership in high-density liquid cooling for AI workloads

The shift to GPU-heavy computing means rack densities are skyrocketing. Vertiv Holdings Co is positioned to manage this heat, moving beyond traditional air cooling. The market demands solutions for racks hitting three- and four-digit kWs. To cement this leadership, Vertiv Holdings Co recently completed a major strategic move in November 2025, acquiring Purge Rite Intermediate for approximately $1.0 billion in cash, with up to $250 million in additional earn-out. This acquisition directly deepens their capabilities in specialized fluid management services, which is crucial for maintaining ultra-clean, stable coolant loops necessary for reliable liquid cooling performance in these high-density AI applications.

Integrated, prefabricated, and turnkey data center solutions

Speed-to-market is non-negotiable, so Vertiv Holdings Co is pushing factory-assembled, end-to-end systems like Vertiv OneCore. This approach simplifies deployment and ensures consistent quality. You see this scale in their modular offerings, which can support a power capacity from 5 MW to 50 MW in a single block and are configurable for 96 to 944 racks. To meet the surging demand, Vertiv Holdings Co announced plans to double its production capacity by 2025 across key sites, including in the United States and Mexico, for solutions like Integrated Modular Solutions (IMS). Furthermore, the August 2025 acquisition of Great Lakes Data Racks & Cabinets for $200 million broadened their rack and cabinet offerings, supporting this turnkey value proposition.

Here's a quick look at the scale of their solutions and recent financial health, which underpins their ability to deliver:

Metric	Value (Late 2025 Data)	Context
Q3 2025 Net Sales	$2,676 million	Reflects strong top-line execution.
Q3 2025 Organic Orders Growth	60% year-over-year	Demonstrates accelerating demand for infrastructure.
Backlog (Q3 2025)	$9.5 billion	Provides significant revenue visibility.
Book-to-Bill Ratio (Q3 2025)	~1.4x	New orders significantly outpacing current revenue recognition.
FY 2025 Revenue Guidance Midpoint	~$10.20 billion	Indicates strong full-year expectation.

Vendor lock-in through deep architectural integration and sticky contracts

The integration of Vertiv Holdings Co's power and cooling systems happens early, often at the architectural planning and physical construction phase. This deep embedding creates high integration costs for the customer, making switching vendors later a major undertaking. The strength of this sticky proposition is visible in their order book metrics. As of Q3 2025, the backlog stood at $9.5 billion, which is nearly a full year's worth of Trailing Twelve Month (TTM) revenue, estimated around $9.7 billion. This robust backlog, supported by that 1.4x book-to-bill ratio, shows customers are committing to long-term infrastructure plans with Vertiv Holdings Co.

High-efficiency power and cooling for sustainability goals

The industry faces rising energy scrutiny; globally, data center power consumption is projected to climb from 1-2% of world power to potentially 3-4% by 2030 due to AI. This pressure forces customers to prioritize efficiency. You see this priority reflected in the market: 80% of senior tech leaders now view power and cooling as central to their AI strategies. Vertiv Holdings Co's value proposition here is delivering infrastructure that helps manage these energy demands, which is why their integrated power and thermal systems are designed to reduce on-site configuration friction and support consistent operations across sites, helping customers manage their environmental footprint.

Finance: finalize the Q4 2025 revenue forecast variance analysis by Monday.

Vertiv Holdings Co (VRT) - Canvas Business Model: Customer Relationships

You're looking at how Vertiv Holdings Co (VRT) keeps its biggest customers locked in, which is key since data centers make up about 60% of the firm's revenue, estimated at $4.8 billion in 2024. The relationship strategy is all about making the switch to a competitor a massive headache.

Dedicated, high-touch account management for hyperscalers

For the hyperscalers-think Meta, Amazon, Alphabet, and Microsoft, who are investing up to a combined $320 billion in data center expansion for 2025-Vertiv Holdings Co (VRT) deploys dedicated, high-touch account management. This isn't just checking in; it's deep integration into their complex, mission-critical build-outs, especially for AI infrastructure where Vertiv partners with NVIDIA on high-density reference designs. The lock-in effect is real: Vertiv's engineer-to-order customization means switching costs for hyperscalers require 6-12 months and millions in revalidations, securing Vertiv's position with lead times competitors can't match. The demand is evident in the order book; Vertiv's Q3 2025 organic orders jumped approximately 60% year-over-year, pushing the total backlog to $9.5 billion.

Long-term service contracts for lifecycle management

The stickiness continues post-sale through long-term service contracts. Vertiv Holdings Co (VRT) secures recurring revenue by offering contracts typically lasting 3 to 5 years, which is crucial for maintaining uptime in mission-critical environments. This focus is paying off, as evidenced by service contract renewal rates exceeding 90%. Looking ahead, Vertiv expects annual growth in service revenue to hit 15-20% on a base of $2B+ in the long term (2027-2028). This recurring stream helps stabilize the financials against project cycles; for instance, the company raised its full-year 2025 adjusted diluted EPS guidance to $4.10 (midpoint) following a strong Q3.

Here's a look at the scale of Vertiv Holdings Co (VRT)'s commitment to recurring revenue:

Metric	Value (Late 2025 Estimate/Actual)	Context
Service Contract Renewal Rate	90%+	Securing income stability.
Projected Service Revenue Growth (Long-Term)	15-20% Annually	Targeted growth rate for service revenue base of $2B+.
Total Backlog (Q3 2025)	$9.5 billion	Represents future committed work across all segments.
FY2025 Adjusted Operating Profit Guidance (Midpoint)	$2,060 million	Reflects operational leverage from sales and service execution.

Consultative sales for complex, mission-critical system design

When designing systems for AI-driven data centers, which demand specialized cooling and power, sales become inherently consultative. Vertiv Holdings Co (VRT) works with customers on complex needs, like handling the thermal requirements of NVIDIA's 72-GPU rack-scale systems. This consultative approach drives the strong order momentum; the TTM organic orders increased 21% compared to the prior year period, with a book-to-bill ratio of approximately 1.4x in Q3 2025. The company's ability to secure these large, custom jobs is what built the $9.5 billion backlog. You see this consultative strength reflected in their overall revenue outlook, with FY2025 organic sales growth guided between 26% and 28%.

Predictive analytics and maintenance services

Vertiv Holdings Co (VRT) integrates software and analytics into its offering, moving beyond just hardware installation. This includes services like Performance Optimization and Predictive Maintenance, often powered by platforms like Alber analytics. The goal is to use data to anticipate issues, which is a major value driver for customers; industry studies suggest that predictive maintenance can reduce maintenance costs by 25-30% and cut unplanned downtime by 35-50%. Vertiv specifically sees its edge business, which leverages these analytics, pushing toward 25% margins. Furthermore, the industry trend shows that by 2025, nearly 50% of enterprise-generated data will be processed at the edge, making Vertiv's localized analytics capabilities increasingly relevant for real-time decision-making.

The service offerings Vertiv Holdings Co (VRT) provides include:

• Project & Commissioning Services
• Preventive Maintenance for Industrial Applications
• Remote Services
• Performance Optimization Services
• Spare Parts & Parts Management
• Liquid Cooling Services

Finance: draft 13-week cash view by Friday.

Vertiv Holdings Co (VRT) - Canvas Business Model: Channels

You're looking at how Vertiv Holdings Co moves its critical digital infrastructure and continuity solutions to the market as of late 2025. It's a mix of direct engagement for the biggest players and a wide partner ecosystem.

Direct sales force to major hyperscale and colocation customers

The direct channel targets the largest consumers of data center infrastructure, like the hyperscalers. This approach is clearly paying off, given the full-year 2025 net sales guidance was raised to $10.2 billion. For the third quarter of 2025 alone, net sales hit $2.68 billion, with organic sales growing 28% year-over-year, showing strong direct engagement, especially in the Americas, which was up 43% in Q3 2025. The backlog supporting this direct pipeline stood at $9.5 billion as of Q3 2025, up 30% year-over-year.

Global network of distributors and resellers

Vertiv Holdings Co relies on a broad network to reach a wider customer base beyond the top-tier hyperscalers. While specific distributor revenue percentages aren't explicitly broken out for 2025, the overall business structure suggests significant channel reliance. The company's total revenue for the twelve months ending September 30, 2025, was $9.696B. The structure often splits revenue between direct product sales and channel-driven sales, which is reflected in the product versus service split.

Here's a look at a recent revenue segmentation, which gives you a sense of the product mix moving through all channels:

Revenue Component	Amount (USD)	Percentage of Total Revenue
Products	$6.4B	79.8%
Services & Spares	$1.8B	22%

Field service engineers for installation and maintenance

The service side is a key component of the channel strategy, ensuring continuity and supporting complex deployments. This segment is seeing targeted investment. Vertiv Holdings Co recently acquired Purge Rite Intermediate for approximately $1.0 billion, with up to an additional $250 million in earn-out, specifically to enhance liquid cooling and thermal management services. This strategic move points to an intent to bolster the high-touch service component delivered by field service engineers. For context, the Services & Spares segment represented 22% of the revenue in a recent reporting period, totaling $1.8B.

Digital platforms for software and remote monitoring

The focus on digital infrastructure is driving the need for connected services. Vertiv Holdings Co is emphasizing technology leadership to support the expanding AI and data center market. While specific metrics on the number of remotely monitored assets aren't public, the company's strategy is clearly leaning into digital enablement to support its physical infrastructure sales. The adjusted operating margin for Q3 2025 reached 22.3%, exceeding prior year performance by more than 200 basis points, which reflects operational leverage across all delivery methods, including digital support.

• Q3 2025 Adjusted Operating Profit: $596 million.
• Full Year 2025 Adjusted Operating Profit Guidance: $2.06 billion.
• Net leverage stood at 0.5x at the end of Q3 2025.

Vertiv Holdings Co (VRT) - Canvas Business Model: Customer Segments

You're looking at the core customer base driving Vertiv Holdings Co's significant growth as of late 2025. The numbers show a clear pivot toward AI-driven infrastructure demand.

The overall market growth is accelerating, with Vertiv Holdings Co tracking at the higher end of its projections. The company's total backlog stood at $9.5 billion as of the end of the third quarter of 2025, providing strong visibility into 2026. Vertiv Holdings Co expects net sales for the full year 2025 to reach $10.2 billion, translating to an organic growth rate of 27% for the full year. The trailing twelve-month (TTM) organic orders growth was 21% compared to the prior TTM period. Vertiv Holdings Co generates over 90% of its revenue from digital infrastructure solutions serving data centers, telecom, and enterprise customers.

Here is a look at the revenue split by offering for the Trailing Twelve Months ending September 30, 2025:

Offering Category	TTM Revenue (as of Sep 30, 2025)	Percentage of Total TTM Revenue (Approximate)
Products	$7.90B	~82.1%
Services and Spares	$1.80B	~18.6%

The company's Q3 2025 book-to-bill ratio was approximately 1.4x, with Q3 organic orders increasing approximately 60% year-over-year.

Hyperscale cloud providers (major AI infrastructure builders)

This segment, along with colocation, is fueling the order momentum. Vertiv Holdings Co is gaining market share here. The company is heavily focused on expanding its liquid cooling capacity, which is critical for the high-density computing driven by AI workloads. Management noted that technology giants like Meta, Amazon, Alphabet, and Microsoft are likely to invest up to $320 billion combined for AI-related technologies and data center expansion for the year 2025. The company's engineer-to-order customization creates switching costs for hyperscalers estimated at 6-12 months and millions in revalidations.

Colocation data center operators

This segment, often grouped with cloud, is described as the fastest-growing segment within the overall market growth. Vertiv Holdings Co is actively capturing demand from these operators expanding infrastructure for AI workloads. The company reported strong sales growth in the Americas region at 43% in Q3 2025, with APAC growing at 20%, both regions heavily influenced by hyperscale and colocation build-outs.

Telecommunication networks (5G and edge computing)

Vertiv Holdings Co sees a significant opportunity in telecom retrofits. The estimated market opportunity for telecom retrofits is $18.6 billion. The demand driven by 5G has increased power consumption by 2-3x compared to 4G. Furthermore, 77.5% of 4G sites are cited as yet to be upgraded, representing future deployment potential. Vertiv Holdings Co is investing in R&D, with investment in engineering and R&D growing at nearly 20% in the current year.

Large enterprise data centers and commercial facilities

Enterprise data centers are increasingly impacted by the AI trend as it expands beyond the initial cloud and colocation providers. Vertiv Holdings Co provides critical digital infrastructure and continuity solutions for these commercial and industrial sites globally, operating in more than 130 countries. The company's Q3 2025 adjusted operating margin reached 22.3%, demonstrating operational leverage across its customer base despite headwinds.

You should track the regional performance, as EMEA sales decreased by 4% in Q3 2025, while the Americas grew by 43%.

Vertiv Holdings Co (VRT) - Canvas Business Model: Cost Structure

You're looking at the major outlays that keep Vertiv Holdings Co's critical digital infrastructure running and expanding. Honestly, when you see the growth they are experiencing, the cost side needs to be watched closely, especially with all the AI demand driving everything.

Cost of Goods Sold (COGS) for manufacturing and supply chain

The cost to build and deliver the power, cooling, and IT infrastructure is a significant driver of the overall cost structure. For the twelve months ending September 30, 2025, Vertiv Holdings Co's Cost of Goods Sold (COGS) hit \$6.232B. That figure represented a substantial year-over-year increase of 30.29% compared to the prior period. Looking back, the COGS for the twelve months ending September 30, 2025, was the peak over the last five reported fiscal years.

Here are some historical COGS figures for context:

Period Ending	Cost of Goods Sold (Annual)	Year-over-Year Change
2024	\$5.078B	13.78%
2023	\$4.463B	9.5%
2022	\$4.075B	17.26%

R&D investment, increasing over 20% for 2026

To maintain its leadership in the rapidly evolving AI infrastructure space, Vertiv Holdings Co is putting serious money into future technology. Management confirmed plans to accelerate Research & Development spending by over 20% for 2026. This investment is specifically timed to align with next-generation GPU platforms, such as the planned launch of their 800-volt DC portfolio in the second half of 2026. Staying ahead of multiple GPU generations is the goal here. That's a clear action to protect their moat.

Capital expenditures (CapEx) for capacity expansion, around \$250M-\$300M

To support the strong growth trajectory, Vertiv Holdings Co is investing in its physical footprint and capacity. The guidance for Capital Expenditures (CapEx) for the full year 2025 was set around \$275 million, which translates to approximately 3.0% of sales. This range aligns with the requested target, as other statements indicated expectations for CapEx in the range of \$250 - \$300 million for 2025. This spending helps ensure they can meet the sustained, robust market demand.

Sales, General, and Administrative (SG&A) expenses

The costs associated with running the business outside of direct manufacturing-think selling, marketing, and corporate overhead-are also climbing with scale. For the twelve months ending September 30, 2025, Vertiv Holdings Co's SG&A expenses were \$1.518B. This represented an 11.5% increase year-over-year. For comparison, the annual SG&A for 2024 was \$1.374B.

Here's a quick look at the trend in SG&A:

• SG&A for the twelve months ending September 30, 2025: \$1.518B
• Annual SG&A for 2024: \$1.374B
• Annual SG&A for 2023: \$1.312B

Acquisition costs, like the \$1.0 billion for Purge Rite

A major, discrete cost event in late 2025 was the acquisition of Purge Rite Intermediate, LLC, which significantly bolstered Vertiv Holdings Co's specialized fluid management services for liquid cooling. The deal closed on December 4, 2025. The total consideration structure was:

• Upfront cash consideration: Approximately \$1.0 billion, subject to customary adjustments.
• Potential additional consideration (Earn-out): Up to an additional \$250 million in cash based on achieving certain 2026 performance metrics.

The upfront purchase price of approximately \$1.0 billion represented about 10.0x the expected 2026 EBITDA, including anticipated cost synergies. Paying entirely in cash means an immediate cash outflow, which is a key consideration for liquidity planning. Finance: draft 13-week cash view by Friday.

Vertiv Holdings Co (VRT) - Canvas Business Model: Revenue Streams

The revenue streams for Vertiv Holdings Co are heavily concentrated in the sale of critical digital infrastructure, with a significant tailwind from the global acceleration in AI deployment.

Total 2025 Net Sales guidance has been raised, projecting revenues to be between \$10.16 billion and \$10.24 billion. This top-line growth is directly tied to the massive, ongoing capital expenditure cycle in data centers, which is the primary driver for Vertiv Holdings Co's business.

The revenue composition breaks down into two primary categories:

• Product sales (thermal, power, IT infrastructure hardware)
• Services revenue (maintenance, lifecycle management, software)

Based on Q1 2025 performance, the streams are weighted toward hardware and infrastructure sales:

Revenue Component	Approximate Q1 2025 Percentage of Total Revenue
Product sales	81%
Services revenue	19%

Product sales include core offerings like UPS (Uninterruptible Power Supplies), thermal management systems, switchgear, and modular solutions necessary for high-density computing environments.

Services revenue, which management has called a 'superpower,' covers maintenance contracts, lifecycle management, and associated software, providing a recurring element to the revenue base.

From a cash generation perspective, Adjusted Free Cash Flow guidance for the full year 2025 has been increased to \$1.5 billion. This strong cash conversion supports the aggressive investment cycle the company is undertaking.

The entire revenue trajectory is fundamentally dependent on one key market dynamic:

• Revenue driven by AI-related data center demand, which fuels orders for advanced power and cooling infrastructure.

This demand is evidenced by record order momentum, with trailing twelve-month organic orders growth around 21% as of late 2025, and a backlog reaching \$9.5 billion.