Accessibility StatementSkip Navigation REDWOOD CITY, Calif., Nov. 4, 2025 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company, today announced the appointment of Rebecca Kujawa to the Equinix Board of Directors. Kujawa most recently served as President & CEO of NextEra Energy Resources, the largest competitive power company in the U.S. and the world's leader in renewables. SOURCE Equinix, Inc. 21%  Continue Reading Rebecca Kujawa "Rebecca brings tremendous experience ...

Investment Rating - The industry investment rating is "Outperform the Market - A" and the rating is maintained [6] Core Insights - The report highlights that overseas AI implementation is accelerating, with a global resonance in the software sector [1] - IDC's leading orders have reached a historical high, with plans to double capacity by 2029 to meet the demand of over 900MW retail and xScale customers [1] - North American cloud providers are showing positive Capex guidance, with significant growth in cloud business [2][3][4] - ServiceNow's performance exceeded expectations, with AI contracts projected to reach $1 billion by 2026 [4] Summary by Sections Industry Insights - In Q3 2025, Equinix reported revenue of $2.32 billion, a year-on-year increase of 5%, with total bookings reaching a historical high of $394 million [1] - Google reported Q3 2025 revenue of $31.2 billion, a 9% year-on-year increase, with cloud revenue growing by 34% [2] - Microsoft achieved Q1 FY26 revenue of $77.7 billion, an 18% year-on-year increase, with cloud revenue exceeding $49 billion [2] - Amazon's Q3 2025 revenue was $180.2 billion, a 12% increase, with AWS revenue growing by 20.2% [3] - Meta's Q3 2025 revenue reached $51.2 billion, a 26% increase, driven by advertising revenue growth [3] Performance Metrics - ServiceNow's Q3 2025 subscription revenue was $2.599 billion, a 21.5% year-on-year increase, with cRPO at $11.35 billion [4] - The report suggests focusing on AI-related stocks in the US market, such as Salesforce, Vertiv, and Coreweave [4][16] Market Review - The report notes that the computer sector outperformed the Shanghai Composite Index by 2.55% this week [17] - The computer sector index increased by 2.66% year-to-date, significantly outperforming the overall market [18]

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Key Takeaways Equinix's Q3 AFFO per share of $9.83 beat estimates and rose 8.6% year over year.Higher recurring revenues fueled results, led by digital infrastructure demand.Equinix lifted its 2025 AFFO per share outlook to $37.95-$38.77, reflecting 8-11% annual growth.Equinix Inc.’s (EQIX) third-quarter 2025 adjusted funds from operations (AFFO) per share of $9.83 beat the Zacks Consensus Estimate of $9.26. Moreover, the figure improved 8.6% from the prior-year quarter.Results reflect higher recurring reve ...

Core Insights - Equinix reported revenue of $2.32 billion for the quarter ended September 2025, reflecting a year-over-year increase of 5.2% and an EPS of $9.83, significantly higher than the $3.10 from the same quarter last year [1] - The revenue was slightly below the Zacks Consensus Estimate by 0.32%, while the EPS exceeded the consensus estimate by 6.16% [1] Financial Performance Metrics - Equinix's shares returned +4.2% over the past month, outperforming the Zacks S&P 500 composite's +3.8% change, with a current Zacks Rank of 3 (Hold) [3] - In the Asia-Pacific region, Cabinet Equivalent Capacity was reported at 91,000, slightly above the estimated 90,875 [4] - Worldwide Cabinet Billing was 295,000, marginally below the average estimate of 296,392 [4] - Geographic Revenues for Asia-Pacific were $497 million, underperforming the estimate of $511.76 million, representing a year-over-year decline of 0.6% [4] - Americas Geographic Revenues reached $1.04 billion, exceeding the estimate of $1.02 billion, with an 8% year-over-year increase [4] - EMEA Geographic Revenues were $784 million, slightly below the estimate of $788.31 million, showing a 5.5% year-over-year increase [4] - Recurring revenues totaled $2.32 billion, surpassing the estimated $2.2 billion, marking a 12.5% increase year-over-year [4] - Non-recurring revenues were reported at $101 million, significantly lower than the estimated $126.04 million, reflecting a 28.9% year-over-year decline [4] - Managed infrastructure recurring revenues were $118 million, slightly below the estimate of $119.73 million, showing no change year-over-year [4] - Interconnection recurring revenues were $422 million, exceeding the estimate of $417.01 million, with a year-over-year increase of 9.9% [4]

Equinix (NasdaqGS:EQIX) Q3 2025 Earnings Call October 29, 2025 05:30 PM ET Company ParticipantsPhillip Konieczny - SVP of FinanceKeith Taylor - CFOFrank Louthan - Managing DirectorAri Klein - Director of Equity ResearchMichael Funk - SVPAdaire Fox-Martin - President and CEONick Del Deo - Managing DirectorMichael Rollins - Managing DirectorDavid Guarino - Managing DirectorJon Petersen - Managing DirectorConference Call ParticipantsJim Schneider - Senior Equity AnalystMichael Elias - Senior Equity Research An ...

Equinix (NasdaqGS:EQIX) Q3 2025 Earnings Call October 29, 2025 05:30 PM ET Company ParticipantsPhillip Konieczny - SVP of FinanceKeith Taylor - CFOFrank Louthan - Managing DirectorAri Klein - Director of Equity ResearchMichael Funk - SVPAdaire Fox-Martin - President and CEONick Del Deo - Managing DirectorMichael Rollins - Managing DirectorDavid Guarino - Managing DirectorJon Petersen - Managing DirectorConference Call ParticipantsJim Schneider - Senior Equity AnalystMichael Elias - Senior Equity Research An ...

Financial Data and Key Metrics Changes - Equinix reported global Q3 revenues of approximately $2.32 billion, representing a 5% increase year-over-year [18] - Monthly Recurring Revenue (MRR) growth was 8% year-over-year on a normalized and constant currency basis [4] - Adjusted EBITDA for Q3 was $1.15 billion, approximately 50% of revenues, up 8% year-over-year [19] - Adjusted Funds From Operations (AFFO) was $965 million, up 12% year-over-year, exceeding expectations [19] Business Line Data and Key Metrics Changes - Interconnection revenue grew 8% year-over-year to $422 million, driven by a 57% increase in Equinix Fabric bookings [10] - The company closed over 4,400 deals with more than 3,400 customers in Q3, indicating strong demand across various sectors [6] - Annualized gross bookings reached a record $394 million, a 25% increase year-over-year [4] Market Data and Key Metrics Changes - The Americas region showed significant strength, contributing to the overall revenue growth, while EMEA experienced some one-off impacts affecting margins [73] - The company opened its 77th market in Chennai, India, and added eight major projects across seven markets [12][21] Company Strategy and Development Direction - Equinix aims to double its capacity by 2029, supported by recent land acquisitions in key metros [5][52] - The strategy includes three key moves: Serve Better, Solve Smarter, and Build Bolder, focusing on customer value, simplifying solutions, and expanding capacity [8][10] - The company is actively pursuing land acquisitions to support over 900 megawatts of capacity, enhancing its ability to meet customer demand [12][52] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about future growth, citing strong demand and a robust pipeline for Q4 and beyond [25] - The company is focused on maintaining profitability while expanding capacity to meet increasing market demands [16] - Management highlighted the importance of capital allocation and maintaining a strong balance sheet to support growth initiatives [16][47] Other Important Information - Equinix's cash and short-term investments totaled $2.9 billion, with net leverage at 3.6 times annualized adjusted EBITDA [20] - The company has issued approximately $9.5 billion in green bonds, with $7 billion allocated to eligible green projects [20] Q&A Session Summary Question: How strategic are the new cloud on-ramps and what is being done to attract AI magnets? - Management emphasized their market-leading position in native cloud on-ramps and the importance of attracting AI companies through strong customer relationships [28][30] Question: Is the strength in pre-sales activity due to changes in the sales approach? - Management confirmed that the new pre-sales strategy has contributed to increased bookings, with significant activity in high-demand markets [37][38] Question: What is the current pricing environment and expectations for 2026? - Management indicated firm pricing and confidence in demand, with a focus on revenue execution and cost management [44][50] Question: Can you provide details on the land acquisitions and their intended use? - Management stated that significant portions of the new land acquisitions in London and Chicago will be earmarked for xScale business, with flexibility in capacity allocation [52][53] Question: What is the confidence level regarding power availability for xScale projects? - Management assured that all current xScale projects have secured power, highlighting their strong relationships with utility providers [79]

Equinix (EQIX) came out with quarterly funds from operations (FFO) of $9.83 per share, beating the Zacks Consensus Estimate of $9.26 per share. This compares to FFO of $9.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +6.16%. A quarter ago, it was expected that this data center operator would post FFO of $9.19 per share when it actually produced FFO of $9.91, delivering a surprise of +7.83%.Over the last four quarters, the comp ...

Q3 2025 Earnings Conference Call NASDAQ: EQIX Presented on October 29, 2025 © 2025 Equinix, Inc. Public Disclosure Statement Forward-Looking Statements Except for historical information, this presentation contains forward-looking statements which include words such as "believe," "anticipate," and "expect." These forward-looking statements involve risks and uncertainties that may cause Equinix's actual results to differ materially from the expectations discussed in such forward-looking statements. Factors th ...