Anthony Hau

Richard Choe

Ric Prentiss

Jade Rahmani

Michael Elias

Randolph Binner

Eric Luebchow

Jason Sabshon

Jonathan Atkin

Randy Binner

- DigitalBridge Group Inc. CEO Marc Ganzi stated that **2025 will be the biggest year for CapEx deployment** across their ecosystem, with **$50 billion currently being deployed**.  **[1679688_2138950_1]** **[1679688_2138950_6]** 
- The company is heavily focused on securing **capital and power**, with the CEO dedicating **50% of his time to power** and **40% to raising capital**.  **[1679688_2138950_1]** 
- DigitalBridge has a significant **power bank of 22 gigawatts** and expects to lease through it within the next three years, which is substantially larger than major digital REITs like Equinix and Digital Realty.  **[1679688_2138950_1]** **[1679688_2138950_6]** 
- The company reports the **best tower leasing demand since 2013**, with new colocations outpacing amendments, and their U.S. REIT, Vertical Bridge, having a pipeline of **5,000 built-to-suit towers**.  **[1679688_2138950_1]** **[1679688_2138950_2]** **[1679688_2138950_3]** 
- DigitalBridge aims for a **40% margin on a run rate basis for fee-related earnings (FRE)** by the end of this year, emphasizing their asset-light strategy and the conversion of megawatts into carried interest for investors.  **[1679688_2138950_7]** **[1679688_2138950_12]**

DigitalBridge CEO Highlights Record CapEx and Strategic Growth Initiatives

- DigitalBridge Group's CEO, Marc Ganzi, is dedicating significant time to securing **power (50%)** and **raising capital (40%)** for the company's operations, highlighting these as critical needs.  **[1679688_2139018_1]** 
- The company is experiencing its **biggest year in CapEx deployment**, with **$50 billion** being deployed across its ecosystem, and has a **22 GW power bank** expected to be leased through in the next **three years**.  **[1679688_2139018_1]** **[1679688_2139018_6]** 
- DigitalBridge is bullish on mobile infrastructure, noting that **tower leasing demand is the best since 2013**, with **colocations outpacing amendments**, and their U.S. REIT, Vertical Bridge, is set to deliver **1,000 built-to-suit towers this year**.  **[1679688_2139018_2]** **[1679688_2139018_3]** 
- The company is focused on increasing its **Fee-Related Earnings (FRE) margin to 40%** on a run rate basis by the end of this year and converting its power bank into active megawatts and carried interest, which is projected to become **more than one-third of its NAV** over time.  **[1679688_2139018_11]**

DigitalBridge Group Discusses Strategic Focus and Growth in Digital Infrastructure

- DigitalBridge Group is deploying a record **$50 billion** in CapEx this year, with a significant focus on securing power and capital, holding a substantial power bank of **22 gigawatts** that is expected to be leased through in the next **three years**.  **[1679688_2139143_1]** **[1679688_2139143_6]** 
- The company is experiencing the best leasing demand in its tower and mobile infrastructure segment since **2013**, with colocations now outpacing amendments, and its U.S. REIT, Vertical Bridge, expects to deliver **1,000 built-to-suit towers** this year.  **[1679688_2139143_1]** **[1679688_2139143_3]** 
- DigitalBridge has consistently beaten its fee-related earnings (FRE) metrics for **three consecutive quarters**, with **28%** of generated carried interest flowing to public shareholders, and aims for a **40% margin** on co-investment by year-end, anticipating significant growth in the next **24 months**.  **[1679688_2139143_6]** **[1679688_2139143_7]** **[1679688_2139143_12]**

DigitalBridge Group Outlines Record CapEx Deployment and Growth in Digital Infrastructure

- DigitalBridge Group's CEO, Marc Ganzi, stated that **2025 will be the biggest year for CapEx deployment** across its portfolio companies, emphasizing the critical need for **capital and power**.  **[1679688_2138990_1]** 
- The company observes a significant **surge in demand for mobile infrastructure**, with tower leasing being the best since **2013** and new tower construction by its U.S. REIT, Vertical Bridge, **outpacing major competitors**.  **[1679688_2138990_2]** **[1679688_2138990_3]** 
- DigitalBridge is strategically focused on data centers, holding a **22 gigawatt power bank** it expects to lease through in the next **three years**, and is actively developing grid-independent power solutions.  **[1679688_2138990_6]** **[1679688_2138990_11]** 
- The firm is deploying **$50 billion in CapEx** and is focused on an **asset-light strategy** to generate **fee-related earnings (FRE)** and **carried interest**, aiming for a **40% FRE margin** by year-end.  **[1679688_2138990_7]** **[1679688_2138990_12]**

DigitalBridge Group (DBRG)