The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Aryeh Klein - BMO Capital Markets Equity Research - Analyst
: It sounds like you're seeing some better momentum in the Americas. Can you talk a little bit about that market? What are you seeing
there? And how do you kind of expect that growth rate to maybe improve over the next few quarters?
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JULY 31, 2019 / 9:30PM, EQIX - Q2 2019 Equinix Inc Earnings Call
Question: Nicholas Ralph Del Deo - MoffettNathanson LLC - Analyst
: First, as we think about the new products and services that you're introducing or planning to introduce, are there boundaries we
should consider regarding how far you're willing to push out? For example, limits in terms of your willingness to own hardware that
customers consume virtually or services that might compete with customers, things of that nature?
Question: Nicholas Ralph Del Deo - MoffettNathanson LLC - Analyst
: Okay. Okay. That's great. And then I was hoping if I could get little more details on xScale. How do you determine what deployment
is going to xScale versus what goes into Equinix? Will material matter to your current leasing shift into xScale? And how tight or
loose is the exclusivity component of the agreement with GIC?
Question: Nicholas Ralph Del Deo - MoffettNathanson LLC - Analyst
: Okay. Just a follow-up real quick. I mean my understanding was that you've been willing to take some large deployments in your
European footprint. You're saying that what xScale is targeting is even larger than what you've done there historically?
Question: Nicholas Ralph Del Deo - MoffettNathanson LLC - Analyst
: Okay. And then regarding the exclusivity component?
Question: Erik Peter Rasmussen - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst
: And maybe just continuing with xScale, how should we think about the particulars of the xScale opportunity, especially around
capacity at full build-out? I know you've put out an announcement, what you expect the capacity would be. But -- and then just a
number of sites initially in relation to what was laid out at Analyst Day, maybe just compare how that compares to what was laid
out.
Question: Erik Peter Rasmussen - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst
: Okay. Great. And then maybe just related to that, one of the properties that was, I guess, under -- committed and will be under
development would be in Amsterdam. And I guess it relates to what we've heard recently about the 12-month moratorium on data
center construction. Do you have any thoughts on potential impact and what that might mean for this project and maybe just in
relation to others?
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