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1、EquityResearchAmericas
2、UnitedStatesCommunicationsInfrastructure2020ConferenceTrackPreviewPackCommunicationsInfrastructure
3、ManagementMeetingAheadoftheCreditSuisse22ndAnnualCommunicationsConferencepredominantlyhostedbyseniorequityanalystsSamiBadri(CommunicationsInfrastructure/Equipme
4、nt)andDouglasMitchelson(Telecom,Cable,Media),amongotherCreditSuisseanalysts,wecompilecompanyleadershipbiographies,companydescriptions,linkedrecentCreditSuisseresearch,andmanagementquestions.Aheadoftheconference,wemakethefollowingattendeeguideposts.PubliclyTradedCompaniesAttendingan
5、dPresenting:CommunicationsInfrastructuretrackincludesAmericanTower(AMT),SBACommunications(SBAC,DigitalRealty(DLR),CyrusOne(CONE),QTSRealty(QTS),Switch(SWCH),Megaport(MP1.ASX),CogentCommunications(CCOI),andConsoleConnect(PCCW).PrivateDataCentersthatBuildforEnterpriseandCloudCustomer
6、s:DataBank,DCBlox,EvoqueDataCenters,Flexential,SabeyCorporation,TierPoint,vXchnge,andWebair.ClosestpubliclytradedcompsareEquinix(EQIX),CoreSite(COR),andSWCH.Ourprivatecompanyattendeesarecomposedofthemostexperienceddatacenterindustryveteransinthesector,whohaveexperiencecompetingagai
7、nstcurrentindustrybehemoths,EQIXandDLR,andselling/exitingmultiplepriorcompaniestostrategicbuyers.PrivateInternationalDataCentersthatBuildLargeDataCenters:CompassDataCentersandRackbankDataCenters(India).ClosestpubliclytradedcompsareDLR,CONE,andQTS.Thelargebuilderdatacentersareexcept
8、ionallyeffectiveatconveyinghyperscaletrendsandthecosts/sizeofscalingcloudgradeavailabilityzonesinmultipleinternationalregionsgivenexposuretoU.S.,Canada,India,andotherregions.EdgeDataCentersAttendingandPresenting:VaporIO,EdgeMicro,andEdgePresence.Edgedatacentersshouldbethenextbigdig
9、italinfrastructurefrontierandthenexthotinfrastructureassetclass.Ourthreeprivateedgedatacenteroperatorsattendingareleadersinthespacewithextensiveexperienceandexpertiseatnavigatingtherapidlygrowingindustrywithgrowinghyperscale,cable,andsoftwarecompanies.FederatedWirelessNotaCompanyYo
10、uCanAffordtoMiss:Federated
