Core Thesis - Equinix, Inc. is positioned as a leading player in digital infrastructure, benefiting from strong operational momentum and increasing demand driven by AI workloads [2][5]. Financial Performance - Revenue for Equinix reached approximately $9.2 billion, reflecting mid-single-digit growth year over year [2]. - Adjusted EBITDA margins approached 49%, with operating income showing significant growth [2]. - AFFO expanded to roughly $3.8 billion, indicating high-single-digit growth per share [3]. Market Position and Growth Drivers - The company reported record annualized gross bookings, with over half of large deals linked to AI, and interconnections exceeding 500,000 globally [3]. - Management anticipates double-digit revenue growth for 2026, with EBITDA margin expansion towards 51% and low double-digit AFFO growth [5]. Capital Intensity and Strategic Focus - Equinix remains highly capital intensive, with negative free cash flow due to ongoing data center buildouts and expansion efforts [4]. - Management prioritizes long-term strategic positioning and capacity over short-term cash flow, maintaining a consistent dividend that has increased by approximately 10% year over year [4]. Investment Considerations - Investors should consider the balance between the growth potential from AI and hybrid cloud exposure against the capital intensity and reliance on capital markets for funding [6]. - Equinix offers a unique investment opportunity by combining growth, strategic positioning, and dividend potential [6].

Q3 FY26 EARNINGS RESULTS © 2026 NetApp, Inc. All rights reserved. Safe harbor Data Silos & Unification NetApp becomes the first vendor to unify file & block workloads, and structured & unstructured data Hybrid Cloud NetApp creates the first data fabric strategy that eliminates silos & provides unified control across any environment Hybrid Multiclouds NetApp becomes the ONLY vendor to introduce cloud ops and data services as key data infrastructure pillars in addition to being the only vendor natively embedd ...

Fourth Quarter Revenue of $683 million, down 0.4% Year-over-Year; 2025 Revenue of $2,686 million, down 2% Year-over-YearFourth Quarter Private Cloud Revenue of $241 million, down 10% Year-over-Year; 2025 Private Cloud Revenue of $990 million, down 6% Year-over-YearFourth Quarter Public Cloud Revenue of $442 million, up 6% Year-over-Year; 2025 Public Cloud Revenue of $1,696 million up 1% Year-over-YearFourth Quarter Cash Flow From Operating Activities of $60 million; 2025 Cash Flow From Operating Activities ...

Nutanix (NasdaqGS:NTNX) Q2 2026 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsRajiv Ramaswami - CEORich Valera - VP of Investor RelationsRukmini Sivaraman - CFOConference Call ParticipantsBen Bollin - Partner and Senior Equity Research AnalystBrandon Nispel - Director and Equity Research AnalystDan Bergstrom - Equity AnalystJames Fish - Managing Director and Senior Research AnalystMatthew Martino - VP and Software Equity Research AnalystMike Cikos - VP and Senior Equity Research AnalystNeh ...

Nutanix (NasdaqGS:NTNX) Q2 2026 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsRajiv Ramaswami - CEORich Valera - VP of Investor RelationsRukmini Sivaraman - CFOConference Call ParticipantsBen Bollin - Partner and Senior Equity Research AnalystBrandon Nispel - Director and Equity Research AnalystDan Bergstrom - Equity AnalystJames Fish - Managing Director and Senior Research AnalystMatthew Martino - VP and Software Equity Research AnalystMike Cikos - VP and Senior Equity Research AnalystNeh ...

Financial Data and Key Metrics Changes - The company reported quarterly revenue of $723 million, exceeding the guidance range of $705 million to $715 million [5][14] - Annual Recurring Revenue (ARR) grew 16% year-over-year to $2.36 billion [5][14] - Non-GAAP gross margin was 88.6%, and non-GAAP operating margin was 26.2%, higher than the guided range of 20.5% to 21.5% [16][19] - Free cash flow for the quarter was $191 million, representing a free cash flow margin of 26% [17][19] Business Line Data and Key Metrics Changes - The company added over 1,000 new customers, marking the strongest quarterly new logo additions in eight years [5][14] - The average contract duration remained consistent at 3.1 years [16] - The net dollar-based retention rate (NRR) at the end of Q2 was 107% [14] Market Data and Key Metrics Changes - The company faced supply chain challenges, particularly with CPU and memory shortages, which began to impact operations more significantly in the latter half of Q2 [6][15] - The company noted that longer lead times for servers would affect near-term revenue and free cash flow [8][20] Company Strategy and Development Direction - The company announced a strategic partnership with AMD, focusing on developing a Nutanix-powered Agentic AI platform, with AMD investing $150 million in Nutanix common stock and funding up to $100 million for R&D [4][5] - The company aims to leverage AI as a significant long-term growth opportunity, providing a platform for enterprise applications [5][13] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the dynamic environment and the impact of supply chain challenges on revenue timing, but emphasized strong business fundamentals [9][19] - The company expects bookings growth for the full fiscal year to exceed prior expectations, despite delays in revenue recognition due to supply chain issues [19][20] Other Important Information - The company repurchased $333 million worth of common stock under its existing share repurchase authorization [17][19] - The updated guidance for fiscal year 2026 includes revenue of $2.8 billion to $2.84 billion and free cash flow of $745 million to $775 million [19][20] Q&A Session Summary Question: VMware Replacement Opportunity - Management indicated that the opportunity for VMware replacements remains strong, with continued customer additions and high hypervisor adoption [24][25] Question: Confidence in Q4 Upsell - Management expressed confidence in Q4 due to traditional strong performance in that quarter and growth in remaining performance obligations (RPO) [27][28] Question: RPO and Off-Balance Sheet Bookings - Management clarified that the growth in RPO was influenced by the exclusion of cancelable backlog, which remains a small portion of total RPO [33][34] Question: AMD Partnership Revenue Opportunity - The partnership with AMD aims to enhance the Nutanix software stack on AMD hardware, with revenue expected to start materializing in FY27 [80][82] Question: Supply Constraints Impact - Management noted that both CPU and memory shortages are significant challenges, with an unclear timeline for resolution [84][86]

571,609-$54.014.21%$1,227.63[CVS Health][CVS]• Vol: 12,199,429-$2.823.66%$74.18 IBM Takes Its Lumps in 2026: Is This a Buy the Dip Opportunity? - 24/7 Wall St.[S&P 5006,915.40 +0.35%] [Dow Jones49,354.90 +0.39%][Nasdaq 10025,103.80 +0.49%][Russell 20002,669.31 +0.67%][FTSE 10010,783.80 +0.65%][Nikkei 22559,510.30 +2.73%][Investing]# IBM Takes Its Lumps in 2026: Is This a Buy the Dip Opportunity?### Quick ReadIBM (IBM) shares fell 22% year-to-date. A 13% single-day crash followed Anthropic's Claude Code anno ...

Core Insights - Digital Realty is expanding its Digital Realty Innovation Lab (DRIL) into Singapore, Japan, and London, marking its first foray into Asia Pacific and Europe after a successful launch in Northern Virginia [1][2] - The new DRIL locations will provide real-world testing environments for customers and partners to validate AI and hybrid cloud deployments, addressing the critical barrier of infrastructure readiness as AI adoption increases [2][7] Expansion Details - The Singapore DRIL will serve as a digital innovation hub, connecting local customers, partners, and research institutions with global technology providers [4] - The Japan DRIL will be located at the NRT12 data center in Greater Tokyo, featuring 20 racks with direct liquid cooling capabilities to support high-power-density workloads [5] - The UK DRIL in London will offer a dedicated environment for testing and validating AI and hybrid cloud deployments before full-scale implementation [5] Market Context - Singapore's digital economy, driven by AI adoption, accounts for 18.6% of total GDP, while Japan plans to invest over 10 trillion yen in semiconductor and AI sectors by 2030 [3] - The UK's AI sector is growing rapidly, with over 5,800 AI companies and sector revenue reaching £23.9 billion, generating £11.8 billion in GVA [3] Infrastructure Capabilities - The new DRIL locations will enable businesses to test performance, optimize configurations, and connect seamlessly to cloud and network providers via ServiceFabric®, Digital Realty's global interconnection platform [8] - The DRIL will leverage Digital Realty's Pervasive Datacenter Architecture (PDx®) methodology to facilitate the testing and validation of AI deployments in real-world conditions [9][10] Customer Engagement - Strong demand has been observed from customers and partners across Asia Pacific for dedicated environments to validate AI and hybrid cloud architectures [7] - The DRIL network supports a growing ecosystem of customers and partners, including major technology firms like AMD, Cisco, and Lenovo [10]

Asia Pacific will provide real-world environments for customers and partners to test and optimize next generation infrastructure SINGAPORE, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world’s largest cloud- and carrier-neutral data center platform, today announced the expansion of its Digital Realty Innovation Lab (DRIL) into Singapore and Japan. This marks the first expansion of the company’s global DRIL network into Asia Pacific, following the successful launch of the inaugural DRIL ...

Teradata Corporation (NYSE:TDC) is one of the best stocks for beginners with little money in 2026. On February 10, Teradata reported a strong conclusion to 2025, headlined by a 15% growth in Cloud ARR and a non-GAAP diluted EPS of $0.74. Q4 saw total revenue reach $421 million, supported by a 5% increase in recurring revenue. While full-year total revenue declined 5% to $1.663 billion, the company expanded its Q4 operating margin to 22.8% and generated $285 million in free cash flow for the year. Teradat ...