Expert Call with Jacob Smith: Bare Metal Industry Readthrough

A virtual briefing with Packet Co-Founder Jacob Smith exploring the bare metal industry's competitive landscape, the strategic outcomes of the Equinix-Packet acquisition, and opportunities for Megaport and Latitude.sh.

Key Takeaways

• 1.The competitive moat in the bare metal industry is defined by the ability to integrate specialized infrastructure, such as deploying 100 servers in 2 minutes.
• 2.Equinix's acquisition of Packet (Equinix Metal) was ultimately wound down due to premature sales integration and a focus on small-scale deals.
• 3.Megaport (MP1) holds a competitive advantage through its global network connectivity and its new ability to offer full-stack compute/storage solutions via Latitude.

Table of Contents

• Expert call with Jacob Smith, Co-Founder of Packet - readthrough for bare metal industry
• Disclosure Appendix
• Ratings, coverage universe and related definitions
• Global product; distributing entities
• General disclosures

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