Summary
G40 Chart
GDS Holdings Limited (GDS) Q3 2025 Earnings Call Transcript
GDS Holdings Limited ( GDS ) Q3 2025 Earnings Call November 19, 2025 8:00 AM EST Company Participants Laura Chen - Head of Investor Relations William Huang - Founder, Chairman of the Board & CEO Daniel Newman - Chief Financial Officer Conference Call Participants Yang Liu - Morgan Stanley, Research Division Xinyi Wang - UBS Investment Bank, Research Division Frank Louthan - Raymond James & Associates, Inc., Research Division Michael Elias - TD Cowen, Research Division Huiqun Li - BofA Securities, Research Division Timothy Zhao - Goldman Sachs Group, Inc., Research Division Presentation Operator Hello, ladies and gentlemen. Thank you for standing by for GDS Holdings Limited Third Quarter 2025 Earnings Conference Call.
GDS Holdings (GDS) Q3 Earnings and Revenues Top Estimates
GDS Holdings (GDS) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of a loss of $0.06 per share. This compares to a loss of $0.16 per share a year ago.
GDS Holdings: Attractive Upside With Solid Growth Outlook
GDS Holdings is rated a buy, with the market underestimating its long-term AI-driven growth and capital-efficient monetization strategies. GDS has secured 900 MW of power and land in Tier-1 Chinese markets, positioning GDS to capture the next wave of AI data center demand. The C-REIT monetization model and hyper-growth of DayOne internationally create a self-funding growth loop and unlock significant value for GDS shareholders.
GDS Holdings Ltd. - ADR (G40) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has GDS Holdings Ltd. - ADR ever had a stock split?
GDS Holdings Ltd. - ADR Profile
| IT Services Industry | Information Technology Sector | Wei Huang CEO | XDUS Exchange | US36165L1089 ISIN |
| CN Country | 2,276 Employees | - Last Dividend | - Last Split | 2 Nov 2016 IPO Date |
Overview
GDS Holdings Limited, along with its subsidiaries, plays a pivotal role in China's digital infrastructure through the development and operation of data centers. Founded in 2001 and headquartered in Shanghai, the company is dedicated to supporting the People's Republic of China's vast and growing needs for data processing and storage solutions. GDS Holdings serves a wide array of clients including cloud service providers, major Internet enterprises, financial institutions, telecommunications and IT services, as well as large domestic and multinational corporations. These partnerships have positioned GDS as a key player in the data center and cloud service industry within China.
Products and Services
The suite of services provided by GDS Holdings Limited is comprehensive, catering to the varied needs of its diverse clientele. These services include:
- Colocation Services: GDS offers its clients space in its data centers for their computing hardware, alongside essential services such as customer-specific power supply, secure racks, and efficient cooling systems. This setup is crucial for businesses that require reliable and scalable physical infrastructure without the burden of managing it themselves.
- Managed Hosting Services: This tier of services includes a broad spectrum of IT and hosting solutions designed to ensure business continuity and efficient disaster recovery. Network management, data storage, system security, and the management of operating systems, databases, and server middleware are all part of the package. These services are tailored to support businesses in maintaining their critical operations seamlessly and securely.
- Managed Cloud Services: GDS provides cloud management solutions to help businesses leverage cloud technology for flexibility and scale. These services enable clients to utilize cloud resources effectively, ensuring that their online operations can easily adapt to changing business needs and technological advancements.
- Consulting Services: Expertise in the domain of data center management and cloud services allows GDS to offer consulting services. This includes strategizing on infrastructure development, technology deployment, and operational optimizations tailored to meet the specific requirements of businesses looking to expand or improve their data and network operations.
Contact Information
