6.1.2.4Vertical
Wholesale Colocation Providers
Operators leasing large powered shell space to hyperscale customers.
Market snapshot
These figures describe Colocation Data Centers (6.1.2), the segment that Wholesale Colocation Providers sits within. They are not figures for Wholesale Colocation Providers on its own.
FragmentationConsolidatingEstimate
Colocation sits within data-processing and hosting (NAICS 518210) and is not separately disclosed by the Census Bureau, so the segment is not separately sized here; public leaders include Equinix and Digital Realty.
Business model & economics
Revenue model
Recurring space, power, and interconnection leases
Key economics
- Recurring revenue
- High
- EBITDA margin
- Strong
- Capex intensity
- High
recurring multi-tenant leases
REIT-like recurring economics
Characteristics
- Multi-tenant model led by Equinix and Digital Realty.
- Interconnection-rich facilities command premium value.
- Enterprise outsourcing and hybrid cloud drive demand.
M&A deal context
Deal activityHigh
Who’s acquiring
- Colocation REITs & operators
- Infrastructure funds & PE
- Regional-provider consolidators
What’s driving deals
- Consolidation around scaled REITs and operators.
- Interconnection and hybrid-cloud demand.
- Infrastructure-capital roll-up of regionals.
Find Wholesale Colocation Providers acquisition targets
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