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.
Issuing new shares is not inherently dilutive for REITs; when used for accretive growth, it can enhance scale and shareholder value. AFFO per share growth and payout ratios are critical metrics for evaluating whether REITs are deploying capital effectively and sustainably. Public Storage, Equinix, and Prologis currently offer attractive value and growth prospects, supported by strong balance sheets and well-covered dividends.
Equinix (EQIX) reached $795.47 at the closing of the latest trading day, reflecting a +1.32% change compared to its last close.
Equinix faces valuation headwinds despite strong long-term demand for data centers driven by AI and digital transformation. Recent guidance disappointed investors, with projected AFFO per share growth below expectations, triggering a sharp share price decline. Questions remain about EQIX's ability to modernize aging assets and maintain its competitive edge amid rising CapEx and industry shifts.