Richard Chu

Richard Chu asked about the $5 million in incremental non-run rate revenue in the U.S. business, the slightly lower quarter-to-quarter growth in the U.S. data center business, and whether the cost efficiency review could lead to strategic or CapEx changes.

Answer

President and CEO Steve Vondran clarified that the $5 million non-run rate revenue and data center growth fluctuations were due to small, non-material one-time items. Regarding the cost efficiency review, Vondran stated the focus is on operational efficiencies (supply chain, automation, AI opportunities) rather than strategic shifts or CapEx changes, though potentially more aggressive land buying in other geographies could be considered later.

Richard Chu asked about the drivers of the $5 million incremental non-run rate revenue in the U.S. business, any higher-than-normal churn affecting quarter-to-quarter growth in the U.S. data center business, and whether the cost efficiency review could lead to strategic or CapEx changes.

Answer

President and CEO Steve Vondran clarified that the $5 million incremental non-run rate revenue and data center fluctuations were due to small, one-time activities, not material churn. He stated the cost efficiency review focuses on operational efficiencies (supply chain, automation, AI) and is not expected to lead to strategic or CapEx shifts, though aggressive land buying in other geographies could be explored later.