Vertiv Holdings Co (VRT): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No mundo da infraestrutura digital de alto risco, a Vertiv Holdings Co (VRT) surge como um arquiteto crítico de resiliência tecnológica, transformando como os ambientes críticos da missão gerenciam poder, refrigeração e desafios térmicos. Ao pioneiro em soluções inovadoras que preenchem a engenharia de ponta com necessidades práticas de empresas, a Vertiv se posicionou como um facilitador estratégico para data centers, fornecedores de nuvem e ecossistemas tecnológicos complexos que exigem desempenho e confiabilidade intransigentes. Essa exploração do modelo de negócios da Vertiv, Canvas, revela a intrincada maquinaria por trás de uma empresa que não suporta apenas a infraestrutura de tecnologia - define seu futuro.

Vertiv Holdings Co (VRT) - Modelo de Negócios: Principais Parcerias

Alianças estratégicas com fabricantes de equipamentos de data center

A Vertiv estabeleceu parcerias estratégicas com os seguintes fabricantes de equipamentos de data center:

Parceiro	Foco em parceria	Ano estabelecido
Schneider Electric	Soluções de infraestrutura de energia	2019
Panduit Corporation	Infraestrutura de data center integrada	2017
Rittal GmbH	Sistemas de resfriamento e recinto	2020

Colaboração com os principais provedores de infraestrutura de TI

As principais colaborações de infraestrutura de TI da Vertiv incluem:

• Dell Technologies - Soluções de integração de infraestrutura
• Hewlett Packard Enterprise (HPE) - Tecnologias de data centers modulares
• Cisco Systems - Otimização de infraestrutura de rede

Parcerias com fornecedores de semicondutores e componentes de tecnologia

Parcerias críticas de semicondutores e componentes:

Fornecedor	Tipo de componente	Volume anual de oferta
Texas Instruments	Chips de gerenciamento de energia	1,2 milhão de unidades
Tecnologias Infineon	Módulos de semicondutores	850.000 unidades
Em semicondutor	Componentes de gerenciamento térmico	670.000 unidades

Joint ventures com empresas globais de engenharia elétrica

Ventures conjuntos de engenharia elétrica global significativa:

• ABB LTD - Sistemas de distribuição de energia
• Siemens AG - Soluções críticas de infraestrutura
• Emerson Electric - Tecnologias de Gerenciamento Térmico

Parcerias de integração de tecnologia com provedores de serviços em nuvem

Parcerias de integração de tecnologia do provedor de serviços em nuvem:

Provedor de nuvem	Foco de integração	Valor da parceria
Amazon Web Services (AWS)	Infraestrutura de computação de borda	US $ 48 milhões
Microsoft Azure	Soluções de refrigeração em nuvem híbrida	US $ 35,7 milhões
Google Cloud	Gerenciamento térmico de data center	US $ 29,3 milhões

Vertiv Holdings Co (VRT) - Modelo de Negócios: Atividades -chave

Projeto e fabricação de sistemas críticos de resfriamento de infraestrutura digital

Em 2023, a Vertiv relatou capacidade de fabricação em 9 instalações de produção globais. A empresa produzia aproximadamente 750.000 unidades de gerenciamento térmico anualmente.

Métrica de produção	2023 dados
Instalações de fabricação globais	9
Unidades de resfriamento anuais produzidas	750,000
Investimento em P&D	US $ 184 milhões

Desenvolvimento de soluções de gerenciamento de energia e gerenciamento térmico

A Vertiv é especializada no desenvolvimento de soluções avançadas de gerenciamento térmico com recursos técnicos específicos.

• Sistemas de resfriamento de precisão para data centers
• Soluções térmicas de computação de borda
• Designs de infraestrutura de energia modular
• Tecnologias de resfriamento de alta densidade

Pesquisa e inovação em tecnologia de infraestrutura de data center

Em 2023, a Vertiv apresentou 37 novas patentes relacionadas a tecnologias de gerenciamento térmico e infraestrutura de energia.

Métrica de inovação	2023 dados
Novas patentes apresentadas	37
Pessoal de pesquisa	425 engenheiros
Centros de Inovação	6 locais globais

Serviço global e suporte técnico para ambientes missionários críticos

A Vertiv mantém uma rede de serviços globais que cobre 130 países com 4.200 técnicos de serviço de campo.

• Infraestrutura de suporte técnico 24/7
• Recursos de monitoramento remoto
• Serviços de manutenção preditiva
• Equipes de resposta a emergências

Engenharia e personalização de produtos de gerenciamento térmico

A empresa oferece soluções personalizadas de gerenciamento térmico com equipes de engenharia dedicadas aos requisitos específicos do cliente.

Métrica de personalização	2023 dados
Projetos de engenharia personalizados	215
Tempo médio de conclusão do projeto	8,5 semanas
Taxa de satisfação do cliente	92%

Vertiv Holdings Co (VRT) - Modelo de negócios: Recursos -chave

Recursos avançados de engenharia e P&D

Investimento de P&D: US $ 129,4 milhões em 2022

Métrica de P&D	Valor
Funcionários totais de P&D	1.200 profissionais
Registros anuais de patentes	37 novas patentes
Centros de P&D	6 locais globais

Extensas instalações de fabricação global

Locais de fabricação totais: 15 instalações globalmente

Região	Número de instalações
América do Norte	5 instalações
Europa	4 instalações
Ásia -Pacífico	6 instalações

Propriedade intelectual e patentes de tecnologia

• Total de patentes ativas: 412
• Categorias de patentes:
  • Tecnologias críticas de energia: 156 patentes
  • Soluções de gerenciamento térmico: 124 patentes
  • Tecnologias de infraestrutura digital: 132 patentes

Força de trabalho técnica qualificada

Métrica da força de trabalho	Valor
Total de funcionários	24,300
Porcentagem de pessoal técnico	68%
Experiência média dos funcionários	12,5 anos

Rede robusta da cadeia de suprimentos

Total de fornecedores: 1.200 parceiros globais

Métrica da cadeia de suprimentos	Valor
Fornecedores domésticos	62%
Fornecedores internacionais	38%
Fornecedores sustentáveis ​​certificados	47%

Vertiv Holdings Co (VRT) - Modelo de Negócios: Proposições de Valor

Soluções de gerenciamento térmico de alta confiabilidade para infraestrutura de missão crítica

A Vertiv fornece soluções de gerenciamento térmico com as seguintes especificações:

Categoria de solução	Métricas de desempenho	Penetração de mercado
Resfriamento de data center	99,99% Garantia de tempo de atividade	38% de participação de mercado global
Resfriamento de computação de borda	Até 40% de eficiência energética	27% de penetração no mercado

Tecnologias de resfriamento com eficiência energética para data centers

As tecnologias de refrigeração da Vertiv entregam:

• PUE (Eficácia do uso de energia) Redução para 1.2
• Soluções de resfriamento líquido com 60% menor de consumo de energia
• Design modular que suporta 500 kW a 2 MW infraestrutura

Sistemas abrangentes de energia e gerenciamento térmico

Tipo de sistema	Faixa de capacidade	Receita anual
Sistemas UPS	10 KVA - 1 MVA	US $ 672 milhões
Resfriamento de precisão	20 kW - 500 kW	US $ 423 milhões

Soluções de infraestrutura escaláveis ​​para ambientes corporativos e em nuvem

A Vertiv oferece soluções escaláveis ​​com:

• Design modular que suporta implantações de 200-5000 rack
• Infraestrutura pronta para a nuvem que suporta ambientes híbridos
• Escalabilidade de 50 kW a 5 MW Configurações

Tecnologias avançadas de monitoramento e manutenção preditiva

Monitorando a tecnologia	Capacidades preditivas	Taxa de prevenção de falhas
Serviços de vida da Vertiv	Monitoramento de infraestrutura em tempo real	92% de previsão de falhas potenciais
Plataforma de gerenciamento remoto	Alertas de manutenção preditiva	87% de redução de tempo de inatividade do equipamento

Vertiv Holdings Co (VRT) - Modelo de Negócios: Relacionamentos do Cliente

Serviços de suporte técnico e consulta

A Vertiv fornece suporte técnico 24/7 com um alcance global em mais de 300 locais de serviço. A empresa mantém um 98,5% de taxa de resolução de primeira linha para suporte crítico de infraestrutura.

Canal de suporte	Tempo médio de resposta	Cobertura
Suporte telefônico	15 minutos	Global
Chat online	8 minutos	24/7
Suporte por e -mail	4 horas	Global

Acordos de serviço e manutenção de longo prazo

A Vertiv oferece contratos de serviço abrangentes com vários níveis:

• Bronze: manutenção básica
• Prata: Monitoramento aprimorado
• Gold: Manutenção preditiva
• Platina: Gerenciamento completo de infraestrutura

Nível de contrato	Custo de cobertura anual	Tempo de resposta
Bronze	$5,000 - $25,000	Próximo dia útil
Prata	$25,000 - $100,000	Resposta de 4 horas
Ouro	$100,000 - $500,000	Resposta de 1 hora
Platina	$500,000+	Resposta de 30 minutos

Gerenciamento de conta dedicado para clientes corporativos

Vertiv atribui Gerentes de contas especializadas para clientes corporativos com receita anual superior a US $ 50 milhões. O portfólio médio de gerente de contas inclui 5-7 clientes da empresa.

Plataformas de suporte ao cliente online

A infraestrutura de suporte digital inclui:

• Base de conhecimento de autoatendimento
• Sistema de rastreamento de ingressos em tempo real
• Fóruns da comunidade
• Ferramentas de diagnóstico remotas

Recurso da plataforma	Engajamento do usuário	Taxa de resolução
Base de conhecimento	250.000 visitantes mensais	65% de auto-resolução
Sistema de ingressos	15.000 ingressos mensais	Taxa de resolução de 92%

Programas de treinamento e certificação para clientes

Vertiv fornece Programas de treinamento abrangentes Com vários níveis de certificação:

• Gerenciamento básico de infraestrutura
• Sistemas de energia crítica avançada
• Certificação de otimização de data center

Nível de certificação	Duração do treinamento	Participantes anuais
Basic	2 dias	5,000
Avançado	5 dias	2,500
Especialista	10 dias	750

Vertiv Holdings Co (VRT) - Modelo de Negócios: Canais

Direct Sales Force direciona clientes corporativos

A Vertiv mantém uma equipe de vendas empresarial dedicada com 487 representantes de vendas diretas a partir do quarto trimestre 2023. A Força de Vendas se concentra em setores críticos de infraestrutura, incluindo:

• Data centers
• Telecomunicações
• Aplicações industriais
• Instalações de saúde

Canal de vendas	Número de representantes	Receita anual média por representante
Enterprise Direct Sales	487	US $ 2,3 milhões
Territórios corporativos globais	62	US $ 4,1 milhões

Plataformas de vendas on -line e marketing digital

Os canais de vendas digitais da Vertiv geraram US $ 328 milhões em receita durante 2023, representando 22% do total de vendas da empresa.

Plataforma digital	Tráfego anual da Web	Taxa de conversão
Vertiv.com	1,2 milhão de visitantes	3.4%
Configurador de produtos online	127.000 usuários únicos	2.8%

Conferências de Tecnologia e feiras do setor

A Vertiv participou de 47 conferências internacionais de tecnologia em 2023, com um alcance estimado de 128.000 clientes empresariais em potencial.

Redes de parceiros e revendedores

A Vertiv mantém uma rede de parceiros globais com 672 revendedores certificados em 38 países.

Camada de parceiro	Número de parceiros	Receita média de parceiro anual
Parceiros Platinum	89	US $ 5,6 milhões
Parceiros de ouro	283	US $ 2,3 milhões
Parceiros de prata	300	US $ 1,1 milhão

Configuradores de comércio eletrônico e de produtos digitais

O Configurador de Produto Digital da Vertiv processou 14.387 solicitações de configuração personalizadas em 2023, com um valor médio de ordem de US $ 87.600.

Canal digital	Total de transações	Valor médio do pedido
Plataforma de comércio eletrônico	6,742	$62,300
Configurador de produtos	14,387	$87,600

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

Grandes centers de dados corporativos

A Vertiv atende grandes centers de dados corporativos com soluções críticas de infraestrutura. A partir de 2023, o mercado global de data centers corporativos foi avaliado em US $ 215,8 bilhões.

Característica do segmento	Data Point
Tamanho total do mercado	US $ 215,8 bilhões (2023)
Participação de mercado estimada em Vertiv	12.5%
Receita anual do segmento corporativo	US $ 1,2 bilhão

Provedores de serviços em nuvem

Os provedores de serviços em nuvem representam um segmento crítico de clientes para as soluções de infraestrutura da Vertiv.

Segmento do provedor de nuvem	Métricas
Mercado global de infraestrutura em nuvem	US $ 247,6 bilhões (2023)
Receita do provedor de nuvem da Vertiv	US $ 875 milhões

Operadores de infraestrutura de telecomunicações

A infraestrutura de telecomunicações representa um mercado significativo para as soluções da Vertiv.

• Mercado global de infraestrutura de telecomunicações: US $ 89,4 bilhões
• Receita do segmento de telecomunicações da Vertiv: US $ 650 milhões
• CLIENTES DE TELECIMENTOS DE TELECIMAIS: AT&T, Verizon, Deutsche Telekom

Serviços financeiros e instituições bancárias

A Vertiv fornece soluções críticas de infraestrutura para organizações de serviços financeiros.

Segmento de serviços financeiros	Data Point
Tamanho total do mercado	US $ 72,3 bilhões
Receita de Serviços Financeiros da Vertiv	US $ 425 milhões

Organizações do governo e do setor público

A infraestrutura governamental representa um segmento estratégico de clientes para a Vertiv.

• Mercado de infraestrutura do setor público: US $ 103,6 bilhões
• Receita do segmento do governo da Vertiv: US $ 375 milhões
• Principais clientes do governo: Departamento de Defesa, NASA, agências federais

Vertiv Holdings Co (VRT) - Modelo de negócios: estrutura de custos

Investimentos de pesquisa e desenvolvimento

Em 2022, a Vertiv registrou despesas de P&D de US $ 159 milhões, representando 4,1% da receita total. Para o ano fiscal de 2023, os investimentos em P&D aumentaram para US $ 172 milhões.

Despesas globais de fabricação e produção

Local de fabricação	Custo anual de produção	Capacidade
Columbus, Ohio, EUA	US $ 84,3 milhões	45.000 unidades/ano
Suzhou, China	US $ 62,7 milhões	35.000 unidades/ano
Limerick, Irlanda	US $ 41,5 milhões	25.000 unidades/ano

Custos operacionais de vendas e marketing

A Vertiv alocou US $ 245 milhões às despesas de vendas e marketing em 2023, o que representa aproximadamente 6,3% da receita total.

Cadeia de suprimentos e gerenciamento de logística

• Despesas de logística anuais: US $ 78,6 milhões
• Centros de distribuição global: 12
• Custo de gerenciamento de inventário: US $ 56,2 milhões
• Despesas operacionais de compras: US $ 42,5 milhões

Compensação e treinamento da força de trabalho

Categoria de despesa	Custo anual	Porcentagem do total de despesas
Compensação total dos funcionários	US $ 612 milhões	37.4%
Programas de treinamento de funcionários	US $ 18,3 milhões	1.1%
Benefícios e saúde	US $ 94,5 milhões	5.8%

Vertiv Holdings Co (VRT) - Modelo de negócios: fluxos de receita

Vendas de produtos de sistemas de gerenciamento térmico

No ano fiscal de 2023, a Vertiv registrou receita de vendas de produtos de US $ 5,24 bilhões em sistemas de gerenciamento térmico e soluções críticas de infraestrutura.

Categoria de produto	Receita (2023)
Sistemas de gerenciamento térmico	US $ 2,1 bilhões
Soluções de resfriamento de precisão	US $ 1,3 bilhão
Infraestrutura térmica de data center	US $ 1,84 bilhão

Receitas de contrato de serviço e manutenção

A Vertiv gerou US $ 1,02 bilhão dos contratos de serviço e manutenção em 2023.

• Contratos de manutenção preventiva: US $ 420 milhões
• Serviços de reparo de emergência: US $ 350 milhões
• Programas de garantia estendida: US $ 250 milhões

Taxas de solução de consultoria e engenharia

As receitas de soluções de consultoria e engenharia totalizaram US $ 280 milhões em 2023.

Tipo de serviço	Receita
Data Center Design Consulting	US $ 150 milhões
Avaliação de infraestrutura	US $ 80 milhões
Soluções de engenharia personalizadas	US $ 50 milhões

Peças de reposição e vendas de componentes

As vendas de pós -venda atingiram US $ 612 milhões em 2023.

• Componentes de resfriamento de reposição: US $ 280 milhões
• Peças de infraestrutura de energia: US $ 220 milhões
• Componentes técnicos especializados: US $ 112 milhões

Licenciamento de tecnologia e receitas de propriedade intelectual

A Vertiv registrou US $ 45 milhões em receitas de licenciamento de tecnologia para 2023.

Categoria de licenciamento	Receita
Tecnologia de gerenciamento térmico	US $ 25 milhões
Patentes de infraestrutura de energia	US $ 20 milhões

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.