DigitalBridge (US:DBRG)2025-10-30 12:00Financial 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]