Digital Realty Trust (DLR) reported $1.36 billion in revenue for the quarter ended June 2024, representing a year-over-year decline of 0.7%. EPS of $1.65 for the same period compares to $0.37 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.38 billion, representing a surprise of -1.57%. The company delivered an EPS surprise of +1.23%, with the consensus EPS estimate being $1.63.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...

Digital Realty Trust (DLR) came out with quarterly funds from operations (FFO) of $1.65 per share, beating the Zacks Consensus Estimate of $1.63 per share. This compares to FFO of $1.68 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of 1.23%. A quarter ago, it was expected that this real estate investment trust would post FFO of $1.63 per share when it actually produced FFO of $1.67, delivering a surprise of 2.45%.Over the last four ...

财务指标 - 总收入为13.57亿美元，同比增长29% [29] - 总运营费用为13.47亿美元，同比增长29% [29] - 净收益为7,467万美元，同比下降29% [29] - 普通股股东应占净收益为7,004万美元，同比下降29% [29] - 每股普通股收益为0.21美元，同比下降29% [29] - 2024年第二季度净收入为0.20美元/股，较上年同期下降 [36] - 2024年第二季度FFO为1.57美元/股，较上年同期上升 [36] - 2024年第二季度Core FFO为1.65美元/股，较上年同期略有下降 [36] - 2024年第二季度续租租金增长4.0% [36] - 维持2024年Core FFO每股6.60-6.75美元的指引 [37] - 2024年第二季度收入为14亿美元，较上季度增长2%但较上年同期下降1% [38] - 2024年第二季度调整后EBITDA为7.27亿美元，较上季度增长2%且较上年同期增长4% [38] - 2024年总收入为55.5-56.5亿美元，调整后EBITDA为28-29亿美元 [54] - 2024年核心FFO为6.60-6.75美元/股 [54] - 2024年资本开支为20-25亿美元，其中10%以上的收益率 [54] - 2024年净债务/调整后EBITDA比率为5.3倍 [52] - 2024年第二季度总营收为13.57亿美元 [64] - 2024年上半年总营收为26.88亿美元 [64] - 2024年第二季度净利润为8022万美元 [64] - 2024年上半年净利润为3.62亿美元 [64] - 2024年第二季度每股基本收益为0.22美元 [64] - 2024年第二季度每股摊薄收益为0.20美元 [64] - 2024年第二季度FFO为5.11亿美元 [68] - 2024年上半年FFO为9.62亿美元 [68] - 2024年第二季度每股摊薄FFO为1.57美元 [68] - 2024年上半年每股摊薄FFO为2.98美元 [68] - 第二季度核心FFO为5.38亿美元，同比增长7.0% [72] - 第二季度AFFO为5.09亿美元，同比增长6.1% [72] - 第二季度AFFO每股1.56美元，同比增长-1.9% [72] - 第二季度每股股息1.22美元，AFFO派息率为78.1% [72] 资产负债情况 - 总资产为436.07亿美元，较上季度增加 [28] - 总负债为211.99亿美元，较上季度减少 [28] - 总债务占总资本比率为24.2%，较上季度下降 [27] - 总债务加优先股占总资本比率为25.3%，较上季度下降 [27] - 投资房地产总额为345.73亿美元，较上季度增加 [28] - 截至6月30日，总资产为436.07亿美元，较上年同期增长2.9% [75] - 截至6月30日，权益总额为210.08亿美元，较上年同期增长15.9% [75] - 截至6月30日，现金及现金等价物为22.82亿美元，较上年同期增长1730.1% [75] - 截至6月30日，投资性房地产净值为239.38亿美元，较上年同期下降1.0% [75] - 截至6月30日，总负债为211.99亿美元，较上年同期下降7.5% [75] - 总现金NOI年化为29.12亿美元 [79] - 持有的未稳定资产成本为4.08亿美元 [80] - 在建工程总额为46.76亿美元 [80] - 全球无担保循环信贷额度为18.58亿美元 [81] - 无担保债券总额为125.08亿美元 [84] - 有担保及其他债务总额为6.91亿美元 [81] - 优先股总额为7.55亿美元 [81] - 未对冲浮动利率债务总额为23.59亿美元 [84] - 加权平均债务利率为2.873% [84] - 加权平均债务期限为4.0年 [84] - 总债务占总资产比率为42%，低于60%的要求 [2] - 有担保债务占总资产比率为5%，低于40%的要求 [2] - 无担保债务与无担保资产比率为258%，高于150%的要求 [2] - 合并EBITDA与利息费用比率为4.4倍，高于1.5倍的要求 [2] - 无担保债务占无担保资产比率为35%，低于60%的要求 [2] - 无担保资产债务服务覆盖率为5.3倍，高于1.5倍的要求 [2] 运营数据 - 同店营业收入同比增长3.6% [3] - 同店净运营收入同比增长2.7% [4] - 同店现金净运营收入同比增长3.5% [4] - 2024年到期租赁面积为7,782千平方英尺，占总租赁面积的35.7% [102] - 2024年到期租赁的年化租金为13.26亿美元 [102] - 2024年到期租赁的平均每千瓦时租金为299美元，平均每平方英尺租金为253美元 [102] - 2024年到期租赁的平均租期为1.4年 [100] - 2024年到期租赁的续租率为82.7% [100] - 2024年到期租赁的流失率为1.8% [100] - 2025年到期租赁面积为15,852千平方英尺，占总租赁面积的54.3% [103] - 2025年到期租赁的年化租金为21.42亿美元 [103] - 2025年到期租赁的平均每千瓦时租金为119美元，平均每平方英尺租金为140美元 [103] - 2025年到期租赁的平均租期为1.5年 [100] - 总可租赁面积为3,628,377平

AUSTIN, Texas, July 25, 2024 /PRNewswire/ -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation, and interconnection solutions, announced today financial results for the second quarter of 2024. All per share results are presented on a fully diluted basis.HighlightsReported net income available to common stockholders of $0.20 per share in 2Q24, compared to $0.34 in 2Q23Reported FFO per share of $1.57 in 2Q24, compared to $1.52 in 2Q23Reported Core FF ...

文章核心观点 - 数据中心需要支持大量加速器GPU以支持超智能应用的兴起 [4][5] - 公司正在从云数据中心提供商向AI工厂转型 [4][5] - 公司正在利用资本轻资产的方式来应对AI部署的挑战和投资需求 [18][19][20][26] 行业和公司分析 行业分析 - 根据Gartner预测,2023年AI驱动的数据中心支出将增长10%,2024年将进一步增长 [6] - 与云计算不同,AI部署对数据中心的要求有所不同,需要更加靠近用户和云提供商 [7] - 一些地区的电力限制和供应链瓶颈给数据中心建设带来挑战 [8] 公司分析 - 公司拥有20多年的行业经验,与主要云服务商和大客户建立了良好关系 [8] - 公司可利用既有的电力和土地资源,具备快速建设AI数据中心的能力 [9] - 公司正在采取资本轻资产的策略,通过合资等方式来降低债务和风险 [19][20][26] - 公司有望从AI部署中获得更高的收益,未来2年FFO有望增长78% [10][13][14][15][16] - 公司有望在下一季度的财报中超出市场预期 [17]

Digital Realty Trust has outperformed in a tough environment for real estate. Will it keep it up?It wasn't that long ago when investors basically left Digital Realty Trust (DLR -3.39%) for dead. High-profile short-seller Jim Chanos called the major data center real estate investment trusts (REITs) his "big short" idea in 2022 -- but he didn't anticipate the coming artificial intelligence (AI) explosion.What a difference a couple of years make. Digital Realty is one of the best-performing real estate investm ...

Investors should look for top-quality stocks for the remainder of the year.With plenty of uncertainties, a nearing presidential election, geopolitical issues, and a lack of a clear economic trajectory, you want to make sure the stock you’re jumping into is top-quality and fundamentally solid. Look at artificial intelligence stocks, like Nvidia (NASDAQ:NVDA), for example.For one, AI could be worth $1.81 trillion by 2030, according to Grand View Research. Two, according to Goldman Sachs, big tech companies – ...

To capitalize digital transformations, Digital Realty (DLR) recently announced the acquisition of a colocation data center in the Slough Trading Estate for $200 million.The purchase signifies the company's entry into the west London submarket and enhances current colocation services in the City and Docklands. It comes as a part of the DLR’s efforts to improve its global data center platform, PlatformDIGITAL.The campus boasts two separate data centers with a combined capacity of 15 megawatts, superior connec ...

AUSTIN, Texas, July 10, 2024 /PRNewswire/ -- Digital Realty (NYSE: DLR), the leading global provider of cloud- and carrier-neutral data center, colocation, and interconnection solutions, today announced the acquisition of a highly connected colocation data center in the Slough Trading Estate for $200 million. The acquisition marks the company's entry into the west London submarket and complements existing colocation capabilities in the City and Docklands.The newly acquired campus features two individual dat ...

Spotting read flags early can play a crucial role in protecting your portfolio. Today, I'm going to look into three stocks to sell. The stocks include two mortgage REITs and a data center REIT. Some investors may focus too heavily on a stock's dividend yield. I urge investors to take a look at troubling signs that may just send these stocks into a catastrophic plunge. Understanding the fundamentals combined with recent performance are two factors that go into investigating a stock. The mortgage REITs have a ...