Digital Realty Trust(US:DLR) ZACKS·2026-02-02 14:11Core Insights - Digital Realty Trust (DLR) is expected to report fourth-quarter 2025 results on February 5, with anticipated year-over-year growth in revenues and funds from operations (FFO) per share [1][10] Financial Performance - In the prior quarter, DLR reported a core FFO per share of $1.89, exceeding the Zacks Consensus Estimate of $1.78, reflecting strong leasing momentum and improved rental rates [2] - Over the last four quarters, DLR's core FFO per share has consistently surpassed the Zacks Consensus Estimate, with an average beat of 4.43% [2] Growth Drivers - DLR is positioned to benefit from its extensive global data center footprint, driven by digital transformation, cloud computing, and the rise of artificial intelligence [3] - The increasing demand for data centers is leading to heightened leasing activity, contributing to revenue growth for the upcoming quarter [3] - Strategic investments in land, infrastructure, and acquisitions are expected to support DLR's growth trajectory [4] Revenue Projections - The Zacks Consensus Estimate for rental revenues in Q4 is $1.06 billion, representing a 10.8% increase from $958.9 million in the same quarter last year [6] - Interconnection and other revenues are projected at $121.1 million, indicating a 7.8% increase year-over-year [6] - Total revenues for the quarter are estimated at $1.58 billion, suggesting a year-over-year increase of 9.97% [6] Analyst Sentiment - Analysts have shown confidence in DLR's performance, with the Zacks Consensus Estimate for quarterly FFO per share revised upward to $1.83, reflecting a year-over-year growth of 5.78% [7]