Equinix(US:EQIX) ZACKS·2026-02-12 01:00Core Insights - Equinix reported revenue of $2.42 billion for the quarter ended December 2025, reflecting a 7% increase year-over-year, but fell short of the Zacks Consensus Estimate by 1.96% [1] - The company's EPS was $8.91, a significant improvement from -$0.14 in the same quarter last year, but also missed the consensus estimate of $9.07 by 1.74% [1] Financial Performance Metrics - Equinix's shares have returned +6.9% over the past month, outperforming the Zacks S&P 500 composite, which saw a -0.3% change [3] - The company holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3] Capacity and Utilization - Cabinet Equivalent Capacity in EMEA was reported at 140,800, exceeding the three-analyst average estimate of 139,883 [4] - Quarter End Utilization in AMER was 79%, slightly below the three-analyst average estimate of 80.9% [4] - Cabinet Equivalent Capacity in AMER was 157,100, surpassing the three-analyst average estimate of 154,467 [4] Geographic Revenue Breakdown - Geographic Revenues in the Americas for Recurring Other were $5 million, down 28.6% year-over-year, and below the average estimate of $5.06 million [4] - Geographic Revenues in the Americas for Recurring Colocation were $711 million, up 13.6% year-over-year, exceeding the average estimate of $692.56 million [4] - Geographic Revenues in Asia-Pacific for Recurring Other were $4 million, reflecting a 33.3% increase year-over-year, in line with the average estimate [4] - Geographic Revenues in the Americas for Recurring Interconnection were $245 million, a 7.9% year-over-year increase, slightly above the average estimate of $244.76 million [4] Revenue Composition - Non-recurring revenues were reported at $126 million, down 25.9% year-over-year, and below the average estimate of $184.81 million [4] - Recurring revenues totaled $2.29 billion, a 9.7% year-over-year increase, slightly above the average estimate of $2.28 billion [4] - Recurring revenues from Managed Infrastructure were $116 million, a 0.9% year-over-year increase, but below the average estimate of $119.09 million [4] - Recurring revenues from Colocation were $1.71 billion, up 10.3% year-over-year, exceeding the average estimate of $1.69 billion [4]