Equinix Inc Q4 2018 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Erik Peter Rasmussen - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst : Maybe just circling back, Charles, on the comment you just made, and it was kind of what I was thinking. On the enterprise segment, it sounds like you're then seeing a change in behavior, and it seems to be more of a sense of urgency. Would you support that sort of commentary? And also, does that then support their move towards implementing more of these hybrid architectures? Just want to get some further thoughts on that as you see that, especially as we look into 2019 and you see them moving more quickly?

Question: Erik Peter Rasmussen - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst : And maybe just as my follow-up. Back to Verizon. You previously talked about building capacity in 5 markets. But in 2019, is there anything else that you would see that maybe you can make further investments that could potentially get some growth or turn that growth faster into Verizon? Or maybe see a better return on that investment?