Earnings summaries and quarterly performance for DigitalBridge Group.
Executive leadership at DigitalBridge Group.
Board of directors at DigitalBridge Group.
Research analysts who have asked questions during DigitalBridge Group earnings calls.
Anthony Hau
Truist Securities
4 questions for DBRG
Richard Choe
JPMorgan Chase & Co.
4 questions for DBRG
Ric Prentiss
Raymond James
4 questions for DBRG
Jade Rahmani
Keefe, Bruyette & Woods
3 questions for DBRG
Michael Elias
TD Cowen
2 questions for DBRG
Randolph Binner
B. Riley Financial, Inc.
2 questions for DBRG
Eric Luebchow
Wells Fargo
1 question for DBRG
Jason Sabshon
Keefe, Bruyette & Woods (KBW)
1 question for DBRG
Jonathan Atkin
RBC Capital Markets
1 question for DBRG
Randy Binner
B. Riley Securities
1 question for DBRG
Recent press releases and 8-K filings for DBRG.
- SoftBank is reportedly in active talks to acquire DigitalBridge, a leading digital infrastructure firm, with a potential deal valuing DigitalBridge between $25 and $35 per share.
- The acquisition aligns with SoftBank's intent to expand its AI and technology investments, leveraging DigitalBridge's global management of $108 billion in assets across data centers, cell towers, and fiber networks.
- DigitalBridge's shares surged over 30% following the acquisition news, despite a year-to-date decline of nearly 14%, with the company having a market capitalization of approximately $1.8 billion.
- JPMorgan maintains an Overweight rating on DigitalBridge, with an analyst suggesting a potential buyout price of $28 per share in 2026 and possibly $30 to $35 per share by 2027.
- Digita Group, a Nordic independent tower company previously owned by funds managed by DigitalBridge Group, Inc. (NYSE: DBRG), has reached an agreement to be acquired by GI Partners.
- Under DigitalBridge's ownership since 2018, Digita expanded its tower sites from approximately 200 to more than 950 and accelerated growth in its Data Centre and Internet of Things (IoT) platforms.
- The transaction is expected to close in the first quarter of 2026.
- DigitalBridge successfully closed its third digital infrastructure fund, DigitalBridge Partners III (DBP III), raising a total of $11.7 billion, which includes $7.2 billion in fund commitments and $4.5 billion in co-investments.
- The fund demonstrated strong investor confidence, with over 65% of commitments coming from existing investors, alongside new limited partners from Asia-Pacific, Europe, and North America.
- DBP III is actively investing in a diversified portfolio, including Vantage Data Centers North America, Yondr Group, Orange Barrel Media, FiberNow, and JTOWER, with a focus on hyperscale data centers and AI-enabling infrastructure.
- The firm is expanding its digital infrastructure footprint by targeting underinvested regions like Southeast Asia and has committed to building 300 megawatts of data center capacity in Georgia.
- INNOVATE Corp. reported revenue of $347.1 million for the third quarter of 2025, an increase from $242.2 million in the prior year quarter, and a net loss attributable to common stockholders of $9.4 million, compared to a $15.3 million net loss in Q3 2024.
- The company's Infrastructure segment demonstrated robust revenue growth, contributing to an adjusted backlog that grew to $1.6 billion.
- In the Life Sciences segment, MediBeacon received regulatory approval to sell the Transdermal GFR System in China.
- INNOVATE completed indebtedness refinancing transactions in August 2025 to extend the company's debt maturities.
- Due to unmet milestone covenants from the refinancing, INNOVATE has initiated a sales process for DBM Global and a strategic process for HC2 Broadcasting Holdings Inc..
- DigitalBridge Group, Inc. reported mixed financial results for Q3 2025, with fee revenues increasing 22% year-over-year to $94 million and distributable earnings of $0.12 per share beating estimates, despite a 95% year-over-year decline in sales revenue to $3.82 million.
- The company demonstrated strong operational focus on digital infrastructure, achieving record leasing of over 2.6 gigawatts in the U.S. hyperscale market and forming a new partnership with Franklin Templeton.
- While maintaining strong liquidity with a current and quick ratio of 6.56 and a conservative debt-to-equity ratio of 0.17, DigitalBridge faces operational challenges indicated by a negative operating margin of -11.75% and an Altman Z-Score of -1.14, placing it in a financial distress zone.
- DigitalBridge reported Q3 2025 fee revenues of $94 million, a 22% increase year over year, and fee-related earnings (FRE) of $37 million, up 43%. The company is on track to meet or potentially exceed the top end of its 2025 full-year FRE guidance.
- The company achieved $40.7 billion in fee-earning equity under management (FEEUM) as of September 30, 2025, a 19% increase from last year, reaching its target one quarter ahead of schedule. It also raised $1.6 billion in new capital during the quarter, contributing to $4.1 billion year-to-date.
- DigitalBridge's data center portfolio leased a record 2.6 gigawatts of power in Q3 2025. This includes the announcement of Vantage Data Centers' Frontier Mega Campus in Texas, a $25 billion 1.4-gigawatt development, and the Lighthouse campus in Wisconsin, a $15 billion+ 1-gigawatt development.
- A partnership with Franklin Templeton was announced in Q3 2025 to launch a private wealth distribution channel, aiming to democratize access to institutional-quality digital and energy infrastructure investments.
- DigitalBridge reported Q3 2025 fee revenues of $93 million, a 22% increase year-over-year, and fee-related earnings (FRE) of $37 million, up 43% year-over-year, putting the company on track to meet or exceed its 2025 full-year FRE guidance.
- The company achieved $40.7 billion in Fee-Earning Equity Under Management (FEEUM) as of Q3 2025, surpassing its $40 billion target one quarter early, and raised $1.6 billion in new capital during the quarter, contributing to $4.1 billion year-to-date capital formation.
- Vantage Data Centers, a portfolio company, announced two mega-campuses: the Frontier Mega Campus in Texas ($25 billion, 1.4 GW) and the Lighthouse campus in Wisconsin ($15 billion+, 1 GW), totaling $40 billion in investment and 2.4 GW of GPU compute capacity.
- DigitalBridge leased a record 2.6 GW across its global data center portfolio in Q3 2025 and launched a partnership with Franklin Templeton to establish a private wealth distribution channel, with new investment strategies planned for 2026.
- DigitalBridge Group Inc. reported robust Q3 2025 financial performance, with fee revenues reaching $94 million, a 22% increase year-over-year, and fee-related earnings growing 43% to $37 million.
- The company surpassed its $40 billion fee-earning equity under management (FEEUM) target one quarter early, achieving $40.7 billion as of Q3 2025, and raised $1.6 billion in new capital during the quarter, totaling $4.1 billion year-to-date.
- DigitalBridge's portfolio company, Vantage Data Centers, announced two significant projects: the Frontier Mega Campus in Texas ($25 billion, 1.4-gigawatt) and the Lighthouse Campus in Wisconsin ($15 billion-plus, 1-gigawatt), contributing to a record 2.6 gigawatts of leasing across the portfolio in Q3 2025.
- The company also launched a partnership with Franklin Templeton for a private wealth distribution channel and secured a $1.6 billion investment from GIC and ADIA to expand the Vantage Asia Pacific platform.
- DigitalBridge Group, Inc. (DBRG) reported Q3 2025 GAAP net income attributable to common stockholders of $16.8 million, or $0.09 per share, and Distributable Earnings of $21.7 million, or $0.12 per share, marking a 102% year-over-year increase for Distributable Earnings.
- The company's Fee Revenue grew 22% year-over-year to $93.5 million, and Fee Related Earnings (FRE) increased 43% year-over-year to $37.3 million in Q3 2025.
- DigitalBridge exceeded its full-year Fee Earning Equity Under Management (FEEUM) target one quarter early, reaching $40.7 billion in Q3 2025, an increase of 19% year-over-year. The company also generated $1.6 billion in new capital formation during the quarter.
- A cash dividend of $0.01 per common share was declared by the Board of Directors.
- DigitalBridge Group, Inc. reported GAAP net income attributable to common stockholders of $17 million, or $0.09 per share, and Distributable Earnings of $21.7 million, or $0.12 per share, for the third quarter ended September 30, 2025.
- The company's Fee Earning Equity Under Management (FEEUM) reached $40.7 billion in Q3 2025, an increase of 19% year-over-year, exceeding its full-year target one quarter early.
- Fee Revenue grew 22% year-over-year to $93.5 million, and Fee-Related Earnings (FRE) increased 43% year-over-year to $37.3 million in Q3 2025.
- DigitalBridge achieved record leasing of over 2.6 gigawatts across its portfolio during the quarter and declared a cash dividend of $0.01 per common share.
Quarterly earnings call transcripts for DigitalBridge Group.
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