Equinix, Inc. (EQIX) is scheduled to report first-quarter 2025 results on April 30, after market close. The company’s quarterly results are likely to reflect year-over-year growth in revenues and adjusted funds from operations (AFFO) per share.In the previous quarter, this Redwood City, CA-based data center real estate investment trust (REIT) reported an AFFO of $7.92 per share, missing the Zacks Consensus Estimate of $8.11 per share. Its quarterly results reflected higher non-recurring charges, undermining ...

Core Viewpoint - Applied Digital Corporation (APLD) is expected to report strong revenue growth in its third-quarter fiscal 2025 results, driven by its Cloud Services and data center hosting segments, despite facing challenges related to valuation and competition [2][4][19]. Group 1: Financial Performance Expectations - The Zacks Consensus Estimate for APLD's third-quarter fiscal 2025 revenues is $63.57 million, reflecting a year-over-year growth of 46.63% [2]. - The consensus estimate for loss is 11 cents per share, unchanged over the past 30 days, compared to a loss of 52 cents per share in the same quarter last year [2]. - APLD has missed the Zacks Consensus Estimate in three of the last four quarters, with a negative average surprise of 185.39% [3]. Group 2: Business Segments and Growth Drivers - APLD's Cloud Services business is experiencing strong demand, particularly due to the deployment of additional GPU clusters, which is expected to significantly contribute to revenue growth [5]. - The Cloud Services segment generated revenues of $27.7 million in the second quarter of fiscal 2025, marking a 523% year-over-year increase [5]. - The data center hosting segment for cryptocurrency clients remains robust, with revenues of $36.2 million in the second quarter of fiscal 2025, supported by the recent rise in Bitcoin prices [6]. Group 3: Strategic Partnerships and Financial Support - APLD's partnership with Macquarie Asset Management, involving a $5 billion perpetual preferred equity financing facility, is anticipated to provide financial support for future expansion [7][8]. - Investments from CIM Group, NVIDIA, and Macquarie are expected to lower the cost of capital, enhancing APLD's financial flexibility and growth prospects [8]. Group 4: Stock Performance and Valuation - APLD shares have declined by 33.1% year-to-date, underperforming the broader Zacks Finance sector's decline of 16.3% and the Zacks Financial - Miscellaneous Services industry's decrease of 19.4% [9]. - The company's forward 12-month Price/Sales (P/S) ratio is 3.29, which is higher than the industry average of 2.93, indicating a stretched valuation [12]. Group 5: Competitive Landscape and Future Outlook - APLD's expanding data center capacity is viewed positively for its long-term growth prospects, although the company faces stiff competition from major data center providers like Equinix [19]. - The company has established partnerships with key players such as Super Micro Computer, Hewlett Packard Enterprise, and NVIDIA to enhance its operational capabilities [15][16][17].

Core Insights - NVIDIA has launched the NVIDIA DGX SuperPOD, the most advanced enterprise AI infrastructure, utilizing NVIDIA Blackwell Ultra GPUs for enhanced AI reasoning capabilities [1][3] - The new DGX systems, including DGX GB300 and DGX B300, are designed to provide out-of-the-box AI supercomputing solutions, significantly improving performance for AI applications [2][9] Product Features - The DGX GB300 systems feature 36 NVIDIA Grace CPUs and 72 NVIDIA Blackwell Ultra GPUs, designed for real-time responses in advanced reasoning models [3][7] - DGX GB300 systems deliver up to 70 times more AI performance compared to previous NVIDIA Hopper systems, with 38TB of fast memory for complex reasoning tasks [7] - Each DGX GB300 system includes 72 NVIDIA ConnectX-8 SuperNICs, achieving networking speeds of up to 800Gb/s, which is double the performance of the previous generation [8][11] Market Strategy - NVIDIA introduced the NVIDIA Instant AI Factory, a managed service that will be first offered by Equinix, providing preconfigured AI infrastructure in 45 global markets [5][10] - The Instant AI Factory aims to meet the increasing demand for advanced AI infrastructure, allowing businesses to deploy AI capabilities without extensive pre-deployment planning [15][14] Software and Ecosystem - NVIDIA Mission Control software has been announced to automate the management of AI infrastructure, enhancing operational efficiency for enterprises [12][13] - The DGX systems support the NVIDIA AI Enterprise software platform, which includes tools and frameworks for optimizing AI agent performance [13]

Core Insights - The UK Data Centre Market is projected to nearly double by 2028, driven by the growth of AI, cloud computing, and government-backed infrastructure reforms [1][2][5] - The UK government has classified data centres as "critical national infrastructure," which will facilitate streamlined planning laws to attract further investments [2][5] - Power capacity in the UK data centre market is expected to exceed 4 GW by 2030, with significant projects underway [1][6] Market Overview - There are currently 250 active data centres across 72 cities in the UK, with notable projects including an 80 MW data centre in Blackpool and a 384 MW project at Humber Technology Park [1][4][6] - London and Slough remain the dominant hubs for data centres, while cities like Manchester, Scotland, and Wales are seeing increased investments [1][7] Investment Trends - The report indicates nearly fifty new project announcements from around thirty data centre companies, many of which are new entrants to the UK market [6] - Kao Data plans to invest GBP £350 million in a new data centre in Manchester, expected to be operational by 2026 [7] - DataVita aims to double its data centre capacity to 40 MW in central Scotland, with a total investment of approximately GBP £500 million over five years [7] Key Players and Developments - Major players in the market include Equinix, Digital Realty, and Ark Data Centres, with the report covering market trends, pricing forecasts, and investment opportunities for these key players [1][9] - The report also highlights the geographical distribution of data centre providers and their market share in terms of space and power [9][13] Future Projections - Data centre floor space and customer power are forecasted to nearly double from 2025 to 2028, indicating robust growth in the sector [4][9] - The report includes forecasts for data centre pricing, market share, and revenue projections for the coming years [9][13]

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Equinix, Inc. (NASDAQ:EQIX) Citi’s 2024 Global Technology, Media and Telecom Conference September 4, 2024 3:00 PM ET Company Participants Adaire Fox-Martin - President and CEO Conference Call Participants Mike Rollins - Citi Mike Rollins For Global TMT Conference. For those of you I haven't met, I'm Mike Rollins with Citi Research, and we're pleased to welcome Equinix's President and Chief Executive Officer, Adaire Fox-Martin. Adaire thank you so much for joining us. Adaire Fox-Martin No, thank you very muc ...

Equinix, Inc. (NASDAQ:EQIX) Bank of America's 2024 Media, Communications and Entertainment Conference September 5, 2024 5:00 PM ET Company Participants Adaire Fox-Martin - President & CEO Conference Call Participants David Barden - Bank of America David Barden Our superstar guest, the new President and CEO of Equinix, Adaire Fox-Martin. Adaire Fox-Martin Thank you. Superstar, I appreciate that. David Barden Before we begin, do you have to do any of the Safe Harbor comments? Adaire Fox-Martin I do. So any fo ...