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EQUINIX (EQIX)

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Earnings summaries and quarterly performance for EQUINIX.

Research analysts who have asked questions during EQUINIX earnings calls.

Eric Luebchow

Eric Luebchow

Wells Fargo

6 questions for EQIX

Also covers: AMT, CUBE, DBRG +9 more
MR

Michael Rollins

Citigroup

6 questions for EQIX

Also covers: AMT, ATUS, CCI +16 more
JA

Jonathan Atkin

RBC Capital Markets

5 questions for EQIX

Also covers: AMT, CCI, DBRG +6 more
ME

Michael Elias

TD Cowen

5 questions for EQIX

Also covers: DBRG, DLR, GDS +2 more
Ari Klein

Ari Klein

BMO Capital Markets

4 questions for EQIX

Also covers: AMT, APLE, CCI +7 more
FL

Frank Louthan

Raymond James

4 questions for EQIX

Also covers: AKAM, ATUS, CABO +12 more
MF

Michael Funk

Bank of America

4 questions for EQIX

Also covers: ADSK, AMT, ASAN +22 more
Nick Del Deo

Nick Del Deo

MoffettNathanson LLC

4 questions for EQIX

Also covers: AMT, CCI, CCOI +4 more
AK

Aryeh Klein

BMO Capital Markets

2 questions for EQIX

Also covers: APLE, CLDT, DLR +7 more
David Guarino

David Guarino

Green Street

2 questions for EQIX

Also covers: DLR, SBAC
JS

James Schneider

Goldman Sachs

2 questions for EQIX

Also covers: ACN, AMAT, AMKR +26 more
JS

Jim Schneider

Goldman Sachs

2 questions for EQIX

Also covers: ACN, ADI, AMT +23 more
Jon Petersen

Jon Petersen

Jefferies

2 questions for EQIX

Also covers: CORZ, CUBE, DLR +11 more
SF

Simon Flannery

Morgan Stanley

2 questions for EQIX

Also covers: ABBN.SW, AMT, BCE +11 more
Timothy Horan

Timothy Horan

Oppenheimer & Co. Inc.

2 questions for EQIX

Also covers: AI, ASTS, BKSY +18 more
DB

David Barden

Bank of America

1 question for EQIX

Also covers: AMT, BCE, CCI +10 more
MF

Mike Funk

Bank of America

1 question for EQIX

Also covers: AMT, CCCS, SBAC
Nicholas Del Deo

Nicholas Del Deo

MoffettNathanson

1 question for EQIX

Also covers: AMT, CCI, CCOI +4 more
VM

Vikram Malhotra

Mizuho Financial Group, Inc.

1 question for EQIX

Also covers: ALX, ARE, BXP +17 more

Recent press releases and 8-K filings for EQIX.

Equinix outlines Philippines data center market forecast to 2031
EQIX
New Projects/Investments
M&A
  • The market was valued at USD 735 M in 2025 and is projected to reach USD 2.48 B by 2031, at a CAGR of 22.5%.
  • The Philippines has 28 operational colocation data centers, primarily Tier III, with Manila hosting around 20 active and 5+ upcoming facilities.
  • Data center construction costs average USD 6.5–7.5 M per MW, making the Philippines more competitive than Thailand, Singapore, and Indonesia.
  • Retail colocation dominated in 2025, but wholesale is expected to rise as companies migrate workloads to the cloud.
  • Equinix is entering the market, having acquired three data centers from Total Information Management for approximately USD 180 M.
1 day ago
Equinix unveils GCC colocation data center portfolio analysis
EQIX
New Projects/Investments
  • The database covers 110 existing and 64 upcoming colocation facilities across Bahrain, Kuwait, Oman, Qatar, Saudi Arabia and the UAE.
  • The UAE leads the existing market with a power capacity exceeding 400 MW, driven by Khazna Data Centers, Equinix and Gulf Data Hub.
  • Saudi Arabia accounts for nearly 60% of the GCC’s upcoming data center power capacity, underscoring significant planned investments.
  • Detailed metrics include white-floor space, current and future IT load capacity (2025–2029), and both retail and wholesale colocation pricing.
2 days ago
Equinix Reports Western Europe Data Center Portfolio Analysis 2025
EQIX
New Projects/Investments
  • The database covers 1,026 existing and 266 upcoming colocation data centers across 12 Western European countries, detailing white-floor space, IT load capacity, rack capacity, pricing, and investment breakdowns.
  • The United Kingdom leads with over 1.7 GW of existing IT load capacity, driven by operators such as VIRTUS, Equinix, Digital Realty, Ark Data Centers, and Vantage Data Centers.
  • AWS, Microsoft, and Google are expanding AI-focused data center campuses regionally to support rising AI workload demand.
  • Digital Realty, Equinix, NTT Global Data Centers, Data4 Group, and Vantage Data Centers rank as the top operators by capacity in Western Europe.
Jan 7, 2026, 5:34 PM
Equinix announces CFO succession plan
EQIX
CFO Change
Management Change
  • Equinix CFO Keith Taylor, after 27 years with the company, will retire in 2026; he will remain as CFO until a successor is appointed and then serve as Special Advisor through March 1, 2027.
  • Under the Transition Agreement, Taylor will continue to earn his current salary and remain eligible for a 2025 bonus until his successor is in place; as Special Advisor, he will earn $48,000 per year with no bonus eligibility after 2025.
  • The company has initiated a search for Taylor’s successor, considering both internal and external candidates.
Dec 3, 2025, 9:38 PM
Equinix issues C$700M 4.000% Senior Notes due 2032
EQIX
Debt Issuance
  • On November 24, 2025, Equinix Canada Financing Ltd., an indirect wholly-owned subsidiary of Equinix, Inc., issued C$700 million of 4.000% Senior Notes due November 15, 2032, fully guaranteed by Equinix, Inc.
  • The notes bear 4.000% annual interest, payable semi-annually on May 15 and November 15 (first payment May 15, 2026)
  • Prior to the Par Call Date of September 15, 2032, the issuer may redeem the notes at the greater of 100% of principal or a Canada Yield Price plus accrued interest; thereafter at 100%, and upon a change of control, holders may require purchase at 101% plus accrued interest
  • The notes priced at 99.184% of par (yield to maturity 4.136%, with a spread of +109 bps over the Government of Canada curve)
Nov 24, 2025, 10:01 PM
Equinix probe ends without enforcement action
EQIX
Legal Proceedings
Executive Compensation
  • The SEC concluded its investigation into Equinix with no enforcement action, and the U.S. Attorney’s Office also dropped its probe following full cooperation from the company.
  • Equinix settled a related shareholder class-action lawsuit for $41.5 million.
  • Hindenburg Research alleged $476 million in executive bonuses (2015–2023) were tied to overstated adjusted FFO and misclassified capital expenditures—claims Equinix denies.
  • Despite the SEC clearance, Equinix’s stock was down 18% year-to-date but rose on the day of the announcement.
Nov 20, 2025, 8:31 PM
Equinix and Lenovo launch HPC platform for Merck KGaA
EQIX
Product Launch
New Projects/Investments
  • Deployed a state-of-the-art high-performance computer using Lenovo ThinkSystem servers with liquid cooling, hosted in an Equinix AI-ready data center in Germany.
  • The HPC leverages a hybrid cloud architecture to enable flexible, rapid scaling and integrates private and public cloud resources for AI and advanced analytics workflows.
  • Merck KGaA will use the platform to accelerate drug discovery, streamline healthcare research, and develop next-generation semiconductor materials in its electronics sector.
  • Equinix’s digital infrastructure provides a neutral AI ecosystem with liquid cooling in over 100 IBX data centers across 45 metros, enhancing performance and energy efficiency at scale.
Nov 20, 2025, 12:42 PM
Equinix issues $1.25 B 4.600% senior notes due 2030
EQIX
Debt Issuance
  • On November 13, 2025, Equinix Europe 2 Financing Corporation LLC issued $1.25 billion of 4.600% Senior Notes due 2030, fully and unconditionally guaranteed by Equinix, Inc.
  • The issuer entered into cross-currency swaps to convert principal obligations into euros, resulting in an after-swap effective interest rate of ~3.34% per annum
  • Interest is payable semi-annually on May 15 and November 15, beginning May 15, 2026, with maturity on November 15, 2030; notes are callable before October 15, 2030, at specified redemption prices
  • The notes rank equally with Equinix’s existing unsecured, unsubordinated debt, are structurally subordinated to subsidiary liabilities, and the guarantor’s obligations rank equally with its unsecured debt but subordinate to its secured obligations
  • Net proceeds will be used for acquisitions, development opportunities, working capital, general corporate purposes, including refinancing upcoming maturities and repayment of existing borrowings
Nov 13, 2025, 10:06 PM
Equinix-linked report forecasts data center spending to reach $213.8B by 2030
EQIX
New Projects/Investments
  • The global Data Center Deployment Spending market was US$104.4 Billion in 2024 and is projected to grow to US$213.8 Billion by 2030 at a 12.7% CAGR.
  • Growth is driven by cloud expansion, AI & IoT adoption, edge computing investments and sustainability initiatives.
  • The Localized Data Center segment is set to reach US$83.4 Billion by 2030 (14.5% CAGR), while the Mid-Tier segment will grow at 13.3% CAGR.
  • Regional highlights include a US market of US$28.4 Billion in 2024 and China’s market growing at 17.3% CAGR to US$45.7 Billion by 2030.
Nov 7, 2025, 3:32 PM
Equinix report: Data Center Deployment Spending Market to Reach $213.8B by 2030
EQIX
  • The global Data Center Deployment Spending market was valued at US$104.4 Billion in 2024 and is forecast to grow at a 12.7% CAGR to US$213.8 Billion by 2030.
  • Growth is driven by cloud services, AI/IoT applications, and the rise of edge computing, with sustainability investments in energy efficiency gaining prominence.
  • Technological innovations such as modular, scalable designs, energy-efficient cooling, and AI-driven management systems are reshaping deployment strategies.
  • Regional insights highlight the U.S. market at US$28.4 Billion in 2024 and China’s market poised to reach US$45.7 Billion by 2030 at a 17.3% CAGR.
  • The report covers segment analysis by data center type, build type, and end-buyer, and profiles 46 key players including Equinix, AT&T, Cisco, Digital Realty, and Google.
Nov 5, 2025, 2:07 PM