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Publication Date: 2025-08-28 07:00:00
00:00 Speaker A
We have a number of growth drivers uh in front of us. Uh and what we’ve said is these growth drivers will take time. Uh it’s a multi-year journey. So we have this massive data center opportunity in front of us to be able to go uh uh modernize infrastructure, to be able to migrate customers from legacy infrastructure and legacy vendors to a modern cloud-like infrastructure, run cloud native applications, run AI native applications.
00:28 Speaker A
The infrastructure business happens gradually. So, so we are adding customers at a solid clip and we expect to continue doing that this year. So, so I don’t know, there’s maybe some near-term catalyst, near-term profit taking in the stock as well because we’ve had a good run over the last several years. Uh, but we are I’m very confident about our long-term prospects here and the opportunity in front of us.
00:52 Speaker B
Yeah, and 2,700 new customers. So really strong there, the most in four years. Where is that demand coming from? How sustainable is that pace as we move into 2026 and beyond?
01:03 Speaker A
Oh, I think it’s first of all very sustainable. The demand is coming from first of all organizations around the world. If you look at that mix of companies that includes, you know, large companies at the very top of the pyramid. For example, out of the 2700, there were about 50 global 2,000 customers. and these are the biggest of the biggest out there in the world…
