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 — not 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

recurring multi-tenant leases

EBITDA margin
Strong

REIT-like recurring economics

Capex intensity
High

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

Search Acquisera’s index for companies classified under Wholesale Colocation Providers (6.1.2.4) and build a targeted deal pipeline.

Search companies