Equinix, Inc. (NASDAQ:EQIX ) BofA Securities 2025 Global Real Estate Conference September 9, 2025 12:45 PM EDT Company Participants Stuart Thompson Katie Morgan - Manager of IR Conference Call Participants Michael Funk - BofA Securities, Research Division Presentation Michael Funk VP in Equity Research Kick it off now it's 12:45. So I'm Mike Funk, I head up the telecom, comm infrastructure, comm software research here at the bank.
The technology sector is making waves again, both in the stock market and on the political spectrum. This time around, the attention has centered on the growth of data center presence inside the United States, which creates many opportunities for companies exposed to artificial intelligence, cloud computing, and semiconductors in general.
Examine Equinix's (EQIX) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.
Activist Elliott Investment Management brings a unique expertise on data centers to Equinix.
Equinix, Inc. (NASDAQ:EQIX ) Q2 2025 Earnings Conference Call July 30, 2025 5:30 PM ET Company Participants Adaire Rita Fox-Martin - President, CEO & Director Chip Newcom - Director, Investor Relations Keith D. Taylor - Chief Financial Officer Conference Call Participants Aryeh Klein - BMO Capital Markets Equity Research Eric Thomas Luebchow - Wells Fargo Securities, LLC, Research Division Frank Garrett Louthan - Raymond James & Associates, Inc., Research Division Jonathan Atkin - RBC Capital Markets, Research Division Michael Elias - TD Cowen, Research Division Michael Ian Rollins - Citigroup Inc., Research Division Michael J.
The headline numbers for Equinix (EQIX) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Equinix (EQIX) came out with quarterly funds from operations (FFO) of $9.91 per share, beating the Zacks Consensus Estimate of $9.19 per share. This compares to FFO of $9.22 per share a year ago.
Data center firm Equinix raised its forecast for annual results on Wednesday, signaling steady demand from its enterprise customers investing in AI solutions.
EQIX's Q2 earnings are likely to have gained from growing demand for data centers amid increasing digitization, though high interest expenses may have hurt.
Activist investor Elliott Investment Management has a large investment in data center operator Equinix and has increased its stake in the last weeks, a person familiar with the matter said on Monday, after the company's stock price tumbled last month.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Equinix (EQIX) have what it takes?
Equinix's Asia Pacific President Cyrus Adaggra telling CNBC's Squawk Box that geopolitics and the curbs on AI chips won't restraint demand for data centers or inhibit the company's growth in the region.