Equinix, Inc. (EQIX)
Equinix: A Smart Bet on Data Centers, Dividends, and AI
When looking to invest in data centers and AI, there are a lot of potential routes to go down. These include hyperscaler firms, advanced semiconductor designers, AI app developers, and semiconductor equipment makers.
Equinix Enters Deal With Trinasolar ISBU for 30MW Corporate PPA
EQIX secures its first renewal energy PPA in Japan to support sustainability goals and pursue decarbonization objectives.
Equinix Falls As Data Center Demand Tempers
Equinix's valuation had become unreasonable due to strong AI sector tailwinds, leading to a Sell rating despite strong fundamentals in January. EQIX's share price has declined 15% from its peak, returning to a more rational valuation midpoint with forward FFO per share now at 30x. Shifting demand in the data center sector, particularly from large tech companies like Microsoft, has tempered the previously unlimited growth expectations.
Equinix: Microsoft's Spending Shift Signals Trouble For Data Center Growth
Equinix faces risks from a potential slowdown in hyperscaler demand, especially after Microsoft's recent comments, making the data center industry vulnerable to shifts in AI investment. Despite strong operational performance and record bookings, Equinix's aggressive growth projections for FY'26 and beyond appear overly optimistic. Rising competition and the capital-intensive nature of the business pose additional risks, with Equinix's high valuation multiples being hard to justify.
Equinix, Inc. (EQIX) Citi 2025 Global Property Conference (Transcript)
Equinix, Inc. (NASDAQ:EQIX ) Citi 2025 Global Property Conference March 3, 2025 2:10 PM ET Company Participants Adaire Fox-Martin – President and Chief Executive Officer Conference Call Participants Nick Joseph – Citi Research Mike Rollins – Citi Research Nick Joseph [Call Starts Abruptly] Global Property CEO Conference. I'm Nick Joseph here with Mike Rollins with Citi Research.
Understanding Equinix (EQIX) Reliance on International Revenue
Examine the evolution of Equinix's (EQIX) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.
Why Equinix Stock Sagged on Thursday
Data center specialist Equinix's (EQIX -1.30%) stock had a forgettable session on Thursday. The shares ended the day more than 1% lower, on the back of quarterly earnings that didn't entirely meet analyst expectations.
Equinix's Q4 AFFO & Revenues Miss Estimates, Dividend Hiked
EQIX's Q4 results reflect higher non-recurring charges affecting performance despite steady colocation and inter-connection revenue growth.
Equinix, Inc. (EQIX) Q4 2024 Earnings Call Transcript
Equinix, Inc. (NASDAQ:EQIX ) Q4 2024 Earnings Conference Call February 12, 2024 5:30 PM ET Company Participants Chip Newcom - Senior Director, IR Adaire Fox-Martin - CEO and President Keith Taylor - CFO Conference Call Participants Simon Flannery - Morgan Stanley Eric Luebchow - Wells Fargo Jonathan Atkin - RBC Capital Markets Nick Del Deo - MoffettNathanson Michael Rollins - Citi Jim Schneider - Goldman Sachs Operator Good afternoon and welcome to the Equinix Fourth Quarter Earnings Conference Call. All lines will be able to listen-only until we open for questions.
Here's What Key Metrics Tell Us About Equinix (EQIX) Q4 Earnings
Although the revenue and EPS for Equinix (EQIX) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Equinix (EQIX) Q4 FFO and Revenues Miss Estimates
Equinix (EQIX) came out with quarterly funds from operations (FFO) of $7.92 per share, missing the Zacks Consensus Estimate of $8.09 per share. This compares to FFO of $7.30 per share a year ago.
Equinix Misses EPS Mark, Revenue Rises
Equinix (EQIX -0.89%), a significant player in global digital infrastructure, released its fourth quarter 2024 earnings on February 12, 2025. Revenue came in at $2.26 billion, a minor shortfall from the projected $2.27 billion, although this still marked a 7.1% increase year-over-year.
