Earnings summaries and quarterly performance for EQUINIX.
Executive leadership at EQUINIX.
Board of directors at EQUINIX.
Research analysts who have asked questions during EQUINIX earnings calls.
Eric Luebchow
Wells Fargo
6 questions for EQIX
Michael Rollins
Citigroup
6 questions for EQIX
Jonathan Atkin
RBC Capital Markets
5 questions for EQIX
Michael Elias
TD Cowen
5 questions for EQIX
Ari Klein
BMO Capital Markets
4 questions for EQIX
Frank Louthan
Raymond James
4 questions for EQIX
Michael Funk
Bank of America
4 questions for EQIX
Nick Del Deo
MoffettNathanson LLC
4 questions for EQIX
Aryeh Klein
BMO Capital Markets
2 questions for EQIX
David Guarino
Green Street
2 questions for EQIX
James Schneider
Goldman Sachs
2 questions for EQIX
Jim Schneider
Goldman Sachs
2 questions for EQIX
Jon Petersen
Jefferies
2 questions for EQIX
Simon Flannery
Morgan Stanley
2 questions for EQIX
Timothy Horan
Oppenheimer & Co. Inc.
2 questions for EQIX
David Barden
Bank of America
1 question for EQIX
Mike Funk
Bank of America
1 question for EQIX
Nicholas Del Deo
MoffettNathanson
1 question for EQIX
Vikram Malhotra
Mizuho Financial Group, Inc.
1 question for EQIX
Recent press releases and 8-K filings for EQIX.
- 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)
- 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.
- 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.
- 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
- 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.
- 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.
- Intersect named Katrina Rymill as Chief Financial Officer; she brings two decades of financial leadership in scaling high-growth tech firms and joins from Equinix where she was SVP of Corporate Finance & Sustainability.
- At Equinix, Rymill led global treasury, investor relations, and sustainability, raising $9 billion in green bonds and optimizing the company’s capital structure.
- Intersect has $15 billion of energy assets in operation or under construction in the U.S. and has secured over $2.1 billion in corporate equity funding from Google, TPG Rise, CAI, and Greenbelt Partners.
- In November 2024, Intersect and Google formed a partnership targeting $20 billion in renewable power infrastructure investment by 2030; the first co-located facility is under construction and expected operational in 2026.
- Global Q3 revenues were $2.32 billion, up 5% year-over-year on a normalized and constant currency basis, with recurring revenue growth of 8%.
- Adjusted EBITDA in Q3 was $1.15 billion (50% margin), up 8% year-over-year, and AFFO was $965 million, up 12% year-over-year.
- Record annualized gross bookings of $394 million (+25% YoY, +14% QoQ) and a pre-sold annualized gross bookings balance of $185 million; over 40% of Q4 bookings plan closed to date.
- Closed land acquisitions across five metros supporting over 900 MW of capacity and elevated total developer capacity to approximately 3 GW, with 58 major projects (including 12 xScale) underway to double capacity by 2029.
- Full-year 2025 guidance updated: underlying revenue growth maintained at 7–8%, adjusted EBITDA guidance raised by $21 million, AFFO guidance raised by $31 million, and total CapEx now expected at $3.8–4.3 billion.
- Revenues of $2,316 M and Adjusted EBITDA of $1,148 M; AFFO per share of $9.83 in Q3 2025
- Added 7,100 net interconnections, MRR per cabinet up $41 QoQ, and developable capacity grew ~50% to 3 GW, driving demand momentum
- Raised FY 2025 AFFO guidance to $3,731–3,811 M and AFFO per share to $37.95–38.77 (+11–14%)
- 2025 cash dividend expected at ~$1,836 M or $18.76 per share (+10% YoY), continuing dividend growth
- Global Q3 revenues were $2.32 billion, up 5% y/y; adjusted EBITDA was $1.15 billion (50% margin, +8% y/y) and AFFO was $965 million (+12% y/y).
- MRR grew 8% y/y on a normalized, constant currency basis, supported by record annualized gross bookings of $394 million (+25% y/y) and $185 million of pre-sold annualized bookings.
- Added 7,100 net interconnections in Q3, driving interconnection revenue up 8% to $422 million; total Fabric provisioning reached 110 Tb.
- Closed land acquisitions to support 900+ MW of new capacity, bringing total developer capacity to 3 GW (≈50% q/q) as part of plans to double capacity by 2029.
- Raised full-year 2025 adjusted EBITDA and AFFO guidance; revenue growth expected at 7%–8%, with total CapEx of $3.8–$4.3 billion.
Recent SEC filings and earnings call transcripts for EQIX.
No recent filings or transcripts found for EQIX.