RonFullHD/iStock via Getty Images When you have a stock that has already rallied by over 250% this year alone as is the case with Vertiv Holdings (NYSE:VRT) and is trading at a forward price-to-sales of nearly 90% above the median for the industrial sector, you better have some strong justification for any future upside. This is precisely the aim of this thesis, and for this purpose, I consider additional sales opportunities related to the increasing proliferation of AI workloads in data centers. Data by YC ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-Q For the Quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __to__ Commission File No. 001-38518 Vertiv Holdings Co (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 81-2376902 (I.R.S Employer Identification No.) 505 N. Cleveland Ave., W ...

Vertiv Holdings Co (NYSE:VRT) Q3 2023 Earnings Conference Call October 25, 2023 11:00 AM ET Company Participants Lynne Maxeiner - VP-IR Dave Cote - Executive Chairman Giordano Albertazzi - CEO David Fallon - CFO Conference Call Participants Scott Davis - Melius Research Nicole DeBlase - Deutsche Bank Amit Daryanani - Evercore Nigel Coe - Wolfe Research Andrew Obin - Bank of America Andy Kaplowitz - Citigroup Mark Delaney - Goldman Sachs Steve Tusa - JPMorgan Jeff Sprague - Vertical Research Lance Vitanza - ...

October 25, 2023 The forward-looking statements contained or incorporated by reference in this presentation are based on current expectations and beliefs concerning future developments and their potential effects on Vertiv. There can be no assurance that future developments affecting Vertiv will be those that Vertiv has anticipated. Vertiv undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as may be required ...

August 2, 2023 / VRT NYSE This presentation, and other statements that Vertiv Holdings Co. ("Company") may make in connection therewith, may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 with respect to Vertiv's future financial or business performance, strategies or expectations, and as such are not historical facts. This includes, without limitation, statements regarding Vertiv's financial position, capital structure, indebtedness, business s ...

Vertiv Holdings Co (NYSE:VRT) Q2 2023 Earnings Conference Call August 2, 2023 11:00 AM ET Company Participants Lynne Maxeiner – Vice President-Investor Relations Dave Cote – Executive Chairman Giordano Albertazzi – Chief Executive Officer David Fallon – Chief Financial Officer Conference Call Participants Nigel Coe – Wolfe Research Andy Kaplowitz – from Citi Group Amit Daryanani – Evercore Lance Vitanza – TD Cowen Jeff Sprague – Vertical Research Nicole DeBlase – Deutsche Bank Steve Tusa – JP Morgan Andrew ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __to__ Commission File No. 001-38518 Vertiv Holdings Co (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __to__ Commission File No. 001-38518 Vertiv Holdings Co (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or ...

ER First Quarter 2023 Results April 26, 2023 VRT NYSE Architects of Continuity™ Cautionary Statement Regarding Forward-Looking Statements This presentation, and other statements that Vertiv Holdings Co. ("Company") may make in connection therewith, may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 with respect to Vertiv's future financial or business performance, strategies or expectations, and as such are not historical facts. This includes, w ...

Vertiv Holdings Co (NYSE:VRT) Q1 2023 Earnings Conference Call April 26, 2023 11:00 AM ET Company Participants Lynne Maxeiner - Vice President, Investor Relations Dave Cote - Executive Chairman Giordano Albertazzi - Chief Executive Officer David Fallon - Chief Financial Officer Conference Call Participants Andy Kaplowitz - Citigroup Nicole DeBlase - Deutsche Bank Scott Davis - Melius Research Nigel Coe - Wolfe Research Mark Delaney - Goldman Sachs Jeff Sprague - Vertical Research Amit Daryanani - Evercore L ...