Business Strategy and Outlook
| Matthew Dolgin, CFA |Digital Realty has transformed its business from one that merely provided large companies vast amounts of space and power (a typical wholesale data center) to one that can offer customers of all sizes the full spectrum of space, power, and connection needs. With a sizable presence across nearly every continent, it is primed to accommodate the needs of global enterprises that want a fluid solution across their data center footprint. Along with Equinix, we think this makes Digital Realty one of only two data center providers that can offer this breadth and set itself apart from the pack.