Core Insights - Equinix reported revenue of $2.26 billion for the quarter ended June 2025, reflecting a year-over-year increase of 4.5% and matching the Zacks Consensus Estimate, with an EPS of $9.91, significantly up from $3.16 in the previous year [1] - The company achieved an EPS surprise of +7.83%, exceeding the consensus estimate of $9.19 [1] Financial Performance - Revenue breakdown shows recurring revenues at $2.14 billion, up 5.9% year-over-year, while non-recurring revenues fell to $113 million, down 16.3% [4] - Geographic revenues indicate a +3.9% increase in the Americas ($1 billion), +6.4% in EMEA ($767 million), and +2.8% in Asia-Pacific ($485 million) compared to the previous year [4] Capacity Metrics - Cabinet Equivalent Capacity in the Americas was reported at 148,300, slightly above the estimated 144,900, while EMEA and Asia-Pacific figures were 137,800 and 89,900, respectively, both slightly below estimates [4] - Worldwide Cabinet Equivalent Capacity totaled 376,000, marginally exceeding the estimate of 375,788 [4] Stock Performance - Equinix shares have returned +2% over the past month, underperforming the Zacks S&P 500 composite's +3.4% change, and currently hold a Zacks Rank 4 (Sell) [3]

Core Insights - Equinix reported $2.23 billion in revenue for Q1 2025, a year-over-year increase of 4.6%, with an EPS of $9.67 compared to $2.43 a year ago, exceeding both revenue and EPS consensus estimates [1] - The company achieved a revenue surprise of +0.42% and an EPS surprise of +7.92% compared to analyst expectations [1] Financial Performance - Equinix's shares returned +4.3% over the past month, outperforming the Zacks S&P 500 composite, which saw a -0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3] Capacity and Revenue Metrics - Cabinet Equivalent Capacity in the Americas was 144,100, slightly below the estimated 145,538 [4] - EMEA's Cabinet Equivalent Capacity was 138,300, compared to an estimate of 139,375 [4] - Asia-Pacific's Cabinet Equivalent Capacity was 89,400, against an estimate of 90,538 [4] - Worldwide Cabinet Equivalent Capacity totaled 371,800, below the average estimate of 375,450 [4] Geographic Revenue Breakdown - Asia-Pacific revenue was $481 million, below the average estimate of $490.44 million [4] - Americas revenue reached $1 billion, exceeding the average estimate of $982.55 million [4] - EMEA revenue was $743 million, slightly below the estimate of $744.53 million [4] - Europe-Recurring-Other revenue was $27 million, above the average estimate of $25.10 million [4] Recurring and Non-Recurring Revenue - Recurring revenues totaled $2.09 billion, matching the five-analyst average estimate [4] - Non-recurring revenues were $138 million, surpassing the average estimate of $128.50 million [4] - Managed infrastructure recurring revenues were $115 million, slightly below the estimate of $117.30 million [4] - Interconnection recurring revenues were $393 million, just below the average estimate of $394.64 million [4]