Digital infrastructure services

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 DigitalBridge (DBRG) - 2025 Q3 - Earnings Call Presentation
 2025-10-30 12:00
 Financial Performance - DigitalBridge reported GAAP net income attributable to common stockholders of $17 million, or $0.09 per share, for the third quarter of 2025[5] - Distributable Earnings (DE) reached $21.7 million, or $0.12 per share, in 3Q25[5] - Fee revenue increased by 22% year-over-year in 3Q25, reaching $93.5 million, driven by new capital formation from the DBP Flagship series[17, 43] - Fee-Related Earnings (FRE) grew by 43% year-over-year in 3Q25, amounting to $37.3 million[17, 43] - Fee Earning Equity Under Management (FEEUM) increased by 19% year-over-year, reaching $40.7 billion in 3Q25[43] - New capital formation during 3Q25 totaled $1.6 billion, primarily driven by new data center co-invest capital formation[18, 43]   Strategic Initiatives and Investments - DigitalBridge exceeded its full-year FEEUM target, reaching $40.7 billion one quarter early[9] - The company achieved record leasing activity of over 2.6 gigawatts across its portfolio in 3Q25[9] - Total Capex of $14 billion is in-flight for 2025 across the AI ecosystem[22] - A strategic partnership with Franklin Templeton was launched to innovate distribution and target the private wealth channel, focusing on digital infrastructure, energy security, connectivity, and electrification[26, 30] - GIC and ADIA invested $1.6 billion to scale Vantage's APAC platform to 1GW, supporting the Johor campus acquisition and regional expansion[65]
 Here's How You Can Earn $100 In Passive Income By Investing In Equinix Stock
 Yahoo Finance· 2025-10-27 12:01
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.  Equinix Inc. (NASDAQ:EQIX) is an American multinational company that provides digital infrastructure services, including a global network of interconnected data centers and colocation solutions.  It will report its Q3 2025 earnings on Oct. 29. Wall Street analysts expect the company to post EPS of $5.44, down from $9.05 in the prior-year period. According to data from Benzinga Pro, quarterly revenue is expe ...
 Dycom Industries, Inc. (DY) Presents At Bank Of America 2025 Media, Communications & Entertainment Conference Transcript
 Seeking Alpha· 2025-09-03 17:07
 Company Overview - Dycom is a premier digital infrastructure services provider operating in all 50 states across the U.S. [1] - The company specializes in wireline and wireless telecommunications construction, serving large carriers such as AT&T, Lumen, and Verizon, as well as cable customers [1] - Dycom is also involved in hyperscaler and long-haul builds, which are increasingly relevant due to the AI evolution [1]   Service and Maintenance - A significant portion of Dycom's work involves service and maintenance, which is a continuous effort that occurs year-over-year [2]

