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DISCLOSUREAPPENDIXATTHEBACKOFTHISREPORTCONTAINSIMPORTANTDISCLOSURES,ANALYSTCERTIFICATIONS,LEGALENTITYDISCLOSUREANDTHESTATUSOFNON-USANALYSTS.USDisclosure:CreditSuissedoesandseekstodobusinesswithcompaniescoveredinitsresearchreports.Asaresult,investorsshouldbeawarethattheFirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.3June2019Americas/UnitedStatesEquityResearchCommunicationsInfrastructureCommunicationsConferenceMAN[e-mail]@credit-suisse.comConferencePrepPack■21stAnnualCreditSuisseCommunicationsConference:The21stAnnualCSCommunicationsConferencewillbeheldonJune4thand5thattheCreditSuisseofficesinNewYorkinour2Belowconferencecenter.Wewillbehostingfiresidechats,companypresentations,one-on-onemeetings,andcompanydinnerswithcompanyexecutivesfromthecommunicationsindustry.Formoreinformation,seeourdetailedagendaoftheconferenceonourwebsite,andseetheCreditSuisseTelecomandMediateam’sconferencepreviewnote.Includedinthisreportaredetailsontheattendingdatacenter,fiber,andinternetserviceprovidercompanies,includingexecutivebiographies,focustopics,andquestionsforfiresidechatsand1x1meetings.Notethatregistrationtotheconferenceisrequiredforattendance.■PubliclyTradedDataCenterProvidersAttending:PubliclytradeddatacenterprovidersattendingourconferenceincludeEquinix(EQIX),CyrusOne(CONE),QTSRealtyTrust(QTS),GDSHoldings(GDS),NextDCLimited(ASX.NXT),andINAPCorporation(INAP).OtherpubliclytradedcommunicationsinfrastructurecompaniesattendingtheconferenceincludeinternetserviceproviderCogentCommunications(CCOI),software-definednetworkingproviderMegaport(ASX-MP1),internetserviceproviderGTTCommunications(GTT),andedgecloudsolutionsproviderLimelightNetworks(LLNW).■PrivateDataCenterProvidersAttending:PrivatedatacenterprovidersattendingourconferenceincludeCyxteraTechnologies,TierPoint,EvoqueDataCenterSolutions,Flexential,vXchnge,andCompassDatacenters.Networking-as-a-serviceproviderPacketFabricisanotherprivatecommunicationsinfrastructurecompanyattendingtheconference.■Telecom,Cable,andMediaCompaniesAttending:Telecom,cable,andmediacompaniesattendingourconferenceincludeVerizon(VZ),AT&T(T),T-MobileUS(TMUS),CharterCommunications(CHTR),FoxCorporation(FOXA),AMCEntertainmentHoldings(AMC),Viacom(VIAB),LionsGateEntertainmentCorp(LGF),theNewYorkTimesCompany(NYT),AlticeU.S.(ATUS),IMAXCorporation(IMAX),CBSCorporation(CBS),NewsCorporation(NWSA),WideOpenWestInc.(WOW),andothers.3June2019CommunicationsConference2CyrusOneCompanySummary:CyrusOneisthethirdlargestpublicdatacenteroperatorintheUnitedStatesbymarketcapwithnearly50facilitiesacrossfourcontinentswithover4millionsquarefeetoftotalnetrentablesquarefootageforcolocation.CyrusOne,whichisheadquarteredinDallas,TX,hasinnovatedthroughitsCyrusOneInternetExchange(IX)interconnectionplatform,MassivelyModulardata-centerengineering,andanonlinepurchasinginterfaceknownasDataCenterMarketplace.CyrusOneserveshundredsofcustomers,includingmorethan190customersfromtheFortune1000andnearlyhalfoftheFortune20.AlthoughCyrusOnehasarobustenterpriseandretailbusiness,theyaregenerallyregardedasatopwholesaleoperatorintheUnitedStatesandinternationally,deployinglargefacilitiesforhyperscalecustomers.ExecutiveBiography–MichaelSchafer,VPofCapitalMarkets&InvestorRelations:Mr.SchaferhasservedastheVPofCapitalMarkets&InvestorRelationssinceDecember2016atCyrusOne,previouslyservingasDirectorofTreasury&InvestorRelationsatthecompanysinceDecember2013.Mr.Schafer,aDukeUniversityandWhartonSchoolofBusinessalumnus,haspreviouslyservedinmanagementandfinancerolesatBankofAmerica,AmericanAirlines,andCommercialMetalsCompany.FocusTopic:InternationalexpansionswiththeZeniumacquisitioninEMEAandODATAinvestmentinBrazilareaimedatachievingrevenuegrowth;however,EBITDAmarginsmaysuffer.CyrusOnewillbehostingone-on-onemeetingswithinvestorsbyappointmentattheconference.3June2019CommunicationsConference3CyxteraCompanySummary:CyxteraisprivatelyoperateddatacenterproviderheadquarteredinMiami,FL,withover2.6millionsquarefeetofdatacenterspaceservingmorethan3,500customers.Cyxteraoperatesover50facilitiesacross8countriesand4continents,includingoperationsintheUnitedStates,Canada,UnitedKingdom,Germany,Australia,China,Japan,andSingapore.Cyxteraprovidesasecure,globalplatformformission-criticalapplicationsandsystemswithexpertiseinidentity-centricsecurityandadvancedthreatandbehavioralanalytics.CyxterawasformedasprivateequityfirmsledbyBCPartnersandMedinaCapitalacquiredthecolocationbusinessofCenturyLinkalongwithfourcompaniesthatcomprisedMedinaCapital’sSecurityandAnalyticsportfolio–Cryptzone,Catbird,EasySolutions,andBrainspace–ina$2.8billiontransaction.ExecutiveBiography–ReneRodriguez,CFO:Since2012,Mr.RodriguezhasservedasaPartnerandCFOofMedinaCapital.Inthatrole,Mr.Rodriguezfocusesonevaluatingpotentialinvestments,fundraisingandfinancialguidanceacrossthefirm’sportfolio.Mr.Rodriguezserved