Core Viewpoint - Equinix, Inc. (EQIX) is expected to report second-quarter 2025 results on July 30, with anticipated revenue growth but a potential decline in adjusted funds from operations (AFFO) per share [1][9]. Financial Performance - In the previous quarter, Equinix reported an AFFO of $9.67 per share, exceeding the Zacks Consensus Estimate of $8.96 per share, driven by increased revenues from strong demand for digital infrastructure [2]. - Over the last four quarters, EQIX's AFFO per share surpassed consensus estimates three times, with an average beat of 3.6% [2]. Demand Drivers - The company is likely to benefit from robust demand for interconnected data center infrastructure, fueled by enterprises' and service providers' integration of artificial intelligence (AI) and digital transformation efforts [3]. - Strong demand for Equinix's interconnected ecosystem is supported by accelerated enterprise cloud adoption and increasing customer needs for interconnected data center space [4]. Revenue Projections - The Zacks Consensus Estimate for colocation revenues is $1.57 billion, reflecting a 4.6% increase from $1.50 billion in the prior-year period, while interconnection revenues are estimated at $398.9 million, indicating a 6.7% growth from $374 million [5]. - Equinix projects revenues between $2.244 billion and $2.264 billion for Q2 2025, with a consensus estimate of $2.26 billion, representing a 4.5% year-over-year increase [6]. Cost Considerations - High interest expenses are expected to impact the company's quarterly performance, with an estimated year-over-year increase of 12.6% for interest expenses [7]. - The Zacks Consensus Estimate for quarterly AFFO per share has been revised down by one cent to $9.19, indicating a 0.3% decrease from the prior-year quarter [7]. Earnings Prediction - Despite anticipated revenue growth, EQIX's AFFO per share may decline by 0.3% due to rising interest expenses [9]. - The current Earnings ESP for Equinix is -1.20%, and it holds a Zacks Rank of 4 (Sell), suggesting limited potential for an AFFO surprise this quarter [10].

Core Viewpoint - Equinix (EQIX) is expected to report quarterly earnings of $9.19 per share, a slight decline of 0.3% year-over-year, with revenues projected at $2.26 billion, reflecting a 4.5% increase compared to the previous year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been revised downward by 0.4%, indicating a reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Forecasts - Analysts predict 'Revenue- Non-recurring revenues' to be $122.85 million, a decrease of 9% from the prior-year quarter [5]. - 'Revenue- Recurring revenues' is expected to reach $2.13 billion, indicating a year-over-year increase of 5.3% [5]. - 'Revenue- Recurring revenues- Managed infrastructure' is forecasted at $117.36 million, reflecting a 1.2% increase year-over-year [5]. - 'Revenue- Recurring revenues- Colocation' is estimated at $1.57 billion, showing a 4.6% increase year-over-year [6]. Geographic Revenue Projections - 'Geographic Revenues- Asia-Pacific' is projected to be $499.59 million, a 5.8% increase year-over-year [6]. - 'Geographic Revenues- Americas' is expected to reach $1.00 billion, reflecting a 3.9% increase year-over-year [6]. - 'Geographic Revenues- EMEA' is estimated at $752.69 million, indicating a 4.4% increase from the previous year [7]. Capacity and Pricing Metrics - 'EMEA - Cabinet Equivalent Capacity' is predicted to be 139,013, up from 134,100 year-over-year [7]. - 'Asia-Pacific - Cabinet Equivalent Capacity' is expected to reach 90,138, compared to 80,500 last year [8]. - 'EMEA - Weighted average price per cabinet (MRR per cabinet)' is forecasted at $2,216.59, up from $1,890.00 in the same quarter last year [8]. - 'Asia-Pacific - Weighted average price per cabinet (MRR per cabinet)' is projected to be $2,214.71, compared to $2,108.00 in the same quarter last year [9]. Stock Performance - Equinix shares have increased by 5.9% over the past month, outperforming the Zacks S&P 500 composite, which rose by 4.6% [9].

Industry Overview - The IDC industry is currently experiencing supply disruptions due to high-end chip supply issues in North America, but indicators such as shortened delivery times and improved shelf rates are showing positive trends that are expected to continue into the second half of the year [1] - In the medium to long term, the IDC industry maintains an upward trend in prosperity, with a focus on optimizing financing costs and power supply, as well as expanding value-added services [1] Demand Measurement Approaches - Four methodologies are proposed for measuring IDC demand: 1) Capital expenditure perspective, analyzing BBAT's capital expenditure plans to derive AI server demand and corresponding IDC energy consumption 2) Token usage perspective, linking token demand to FLOPS and GW requirements 3) Revenue perspective, predicting future IDC revenues of major listed companies to estimate market size 4) Server shipment perspective, tracking quarterly AI server shipments to infer IDC shelf demand [1] Valuation of IDC Companies - EBITDA is considered a more accurate reflection of a company's operational performance and industry characteristics compared to net profit, with EV/EBITDA being the preferred valuation method for IDC companies [2] - The North American IDC leader Equinix's transition to REITs is highlighted as a model for Chinese IDC companies, emphasizing the importance of REITs for tax and financing advantages and the expansion of value-added services [2] Investment Recommendations - Companies with strong EV/EBITDA valuations, significant reserves, advantageous locations, good customer structures, and favorable financing costs are expected to benefit from the current upward trend in the industry [3] - Specific companies to watch include: - GDS Holdings (IDC leader with substantial reserves and overseas market expansion) - Runze Technology (rapid capacity expansion and collaboration with ByteDance) - Aofei Data (core supplier to Baidu with favorable contract terms and active expansion) [3]

Company Overview - Equinix, Inc. has appointed Arquelle Shaw as President, Americas, effective immediately, responsible for management, strategy, and growth in the Americas region [1][2] - The company focuses on shortening the path for customers and partners to leverage digital innovation and global connectivity [1] Leadership and Experience - Arquelle Shaw brings over two decades of experience in enterprise technology, sales, and business transformation to her new role [2] - She previously served as SVP, Sales, Americas, for six years and will continue in this capacity until the end of Q3 to ensure a smooth transition [2] - Shaw has held senior roles at Accenture, American Express, and AT&T before joining Equinix in 2019 [3] Strategic Vision - Jon Lin, Chief Business Officer, highlighted Shaw's ability to align global strategy with regional nuances and her track record of driving transformational growth [3] - Shaw expressed her commitment to advancing customers' digital transformation journeys and accelerating innovation in the Americas [3] - The company aims to shape the digital future with greater ambition, leveraging the strength of its exceptional team [3] Company Mission - Equinix aims to empower innovations that enhance work, life, and the planet through its digital infrastructure and interconnected ecosystems [4] - The company connects economies, countries, organizations, and communities to deliver seamless digital experiences and cutting-edge AI solutions [4]

Core Insights - Accelsius will deploy its NeuCool™ IR80 system at Equinix's Co-Innovation Facility in Q3 2025, enhancing data center cooling solutions [1] - The collaboration aims to demonstrate technology in real-world scenarios, making it tangible for customers [2] - The two-phase, direct-to-chip cooling solution allows for warmer inlet water temperatures, leading to energy efficiency and reduced reliance on compressors [2] - The deployment will showcase the benefits of two-phase cooling for GPUs, with a non-conductive dielectric fluid ensuring safety [3] Company Overview - Accelsius, founded by Innventure, Inc. (NASDAQ:INV), focuses on advanced cooling solutions for data centers and edge operators [4] - The NeuCool platform offers thermal efficiencies through a safe, scalable two-phase liquid cooling system [4]

Core Insights - Accelsius will deploy its NeuCool™ IR80 system at Equinix's Co-Innovation Facility in Q3 2025, enhancing data center cooling solutions [1] - The collaboration aims to demonstrate technology in real-world scenarios, making it tangible for customers [2] - Accelsius' two-phase, direct-to-chip cooling solution allows for warmer inlet water temperatures, leading to energy efficiency and reduced reliance on compressors [2] - The partnership is part of ARPA-E's COOLERCHIPS program, targeting a reduction of cooling energy use to below 5% of a data center's IT load [2] - Accelsius' cooling system is designed to protect valuable assets like GPUs, using a non-conductive dielectric fluid [3] Company Overview - Accelsius, founded by Innventure, Inc. (NASDAQ:INV), focuses on advanced cooling solutions for data centers and edge operators [4] - The NeuCool platform offers thermal efficiencies through a safe, two-phase liquid cooling system scalable from single racks to entire data centers [4]

Core Insights - The article discusses the journey to financial independence through disciplined living and strategic investing, highlighting the transition from financial struggle to freedom within a six-year period [2]. Group 1: Financial Independence Journey - The individual began blogging in 2011 about achieving financial independence by living below means and investing wisely [2]. - Achieved financial freedom by age 33 after starting from a position of being "below broke" at age 27 [2]. Group 2: Investment Focus - The content created focuses on dividend growth investing, emphasizing the importance of living off dividends and identifying undervalued high-quality dividend growth stocks [2]. - The strategy includes exploring high-yield investment opportunities and other long-term investment prospects [2].

REDWOOD CITY, Calif., July 14, 2025 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company, today announced the appointment of Shane Paladin as Executive Vice President and Chief Customer and Revenue Officer (CCRO), effective immediately. With more than 20 years of global experience in go-to-market motions and partnering with product organizations, Paladin joins Equinix as the company continues its journey in delivering the digital infrastructure, data center footprint and ...

Group 1 - The iREIT® Tracker provides comprehensive data on over 250 tickers, including quality scores, buy targets, and trim targets, focusing on various investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers [1] - There is a prevalent misconception in the REIT sector that issuing stock is dilutive to investors, which is frequently discussed on platforms like Seeking Alpha and social media [1] Group 2 - The investing group iREIT®+HOYA Capital, led by Brad and HOYA Capital, specializes in REITs, BDCs, MLPs, Preferreds, and other income-oriented alternatives, backed by a team of analysts with over 100 years of combined experience [2] - Brad Thomas has over 30 years of experience in real estate investing, having been involved in over $1 billion in commercial real estate transactions, and has been featured in major media outlets [3]

Core Insights - Equinix Inc. (EQIX) experienced a significant trading signal known as Power Inflow at a price of $786.99, indicating a potential uptrend and a possible entry point for traders [1][5]. Group 1: Power Inflow and Market Trends - The Power Inflow is a crucial indicator for traders, reflecting institutional activity and suggesting a bullish trend for the stock throughout the trading day [3][5]. - The price movements following the Power Inflow showed returns of 1.7% on the high price of $800.16 and 1.1% on the close price of $795.38, emphasizing the importance of a trading plan [6]. Group 2: Order Flow Analytics - Order flow analytics involves analyzing the volume rate of buy and sell orders to gain insights into market conditions, which is particularly valuable for active traders [2][4]. - By utilizing order flow analytics, market participants can identify trading opportunities and potentially enhance their trading performance [4].