财务数据和关键指标变化 - 2024年第一季度收入为21.27亿美元,同比增长7%,在公司指引范围的上半部分 [7][15] - 2024年第一季度调整后EBITDA为9.92亿美元,占收入的47%,同比增长6%,超出公司指引范围的上限 [15] - 2024年第一季度AFFO为8.43亿美元,同比增长8%,超出公司预期 [15] 各条业务线数据和关键指标变化 - 互联网交换峰值流量同比增长24%至38Tbps,主要来自美洲地区 [9] - 公司在47个城市部署了220个云直连端口,占私有云直连端口的近40%市场份额 [9] - 公司与超大型云服务商的零售业务收入超过13亿美元,部署遍布60多个数据中心 [9] - 公司的互联网交换和网络边缘业务增长超过整体业务 [11] 各个市场数据和关键指标变化 - 亚太地区同比增长12%,为公司增长最快的地区 [15] - 美洲和EMEA地区同比均增长6% [15] - 美洲地区表现出色,得益于公共部门业务和对其他地区的出口需求 [15] - EMEA地区毛订单活动强劲,包括更多中大型交易 [15] - 亚太地区定价保持坚挺,数字服务产品如跨城互联需求强劲 [15] 公司战略和发展方向及行业竞争 - 公司持续投资全球足迹,目前有50个大型项目在34个市场进行,包括14个xScale项目 [7] - 公司在新加坡签署首个可再生能源电力采购协议,支持该市场的可持续发展 [6] - 公司正在评估对运营超过20年的高价值数据中心进行改造升级,以延长资产使用寿命并提升收益 [17][18] - 公司看到客户对混合云和私有AI的需求强劲,是公司重要的增长机会 [9][20] 管理层对经营环境和未来前景的评论 - 公司看到数字基础设施需求强劲,以及交付新增产能的长周期,导致客户出现"稀缺"心理 [7] - 公司认为可再生能源和能效提升是客户选择数字基础设施的重要因素 [6] - 公司对自身财务报告的准确性和会计实践的恰当性表示信心,并配合监管部门的调查 [14] - 公司对未来保持乐观,认为自身的独特优势将继续支撑平台价值,满足客户数字化转型需求 [20] 问答环节重要的提问和回答 问题1 **Jon Atkin提问** 询问xScale业务的目标无杠杆收益率,以及公司未来债务再融资的计划 [23][24] **Charles Meyers和Keith Taylor回答** - xScale业务的无杠杆收益率仍保持在较高水平,与去年相当,体现了需求强劲和成本上升 [25][26] - 公司将根据资金需求的时间和货币选择最佳的再融资时机和方式,预计利差将在105-115个基点左右 [26][28] 问题2 **Nick Del Deo提问** 询问公司内部调查的具体情况,包括参与方、调查范围和结果 [34] **Charles Meyers回答** - 公司审计委员会独立进行调查,聘请了WilmerHale律所和AlixPartners会计师事务所 [35] - 调查重点关注短报告中提出的会计问题,最终确认公司财务报告和非公认会计准则指标的准确性 [35] 问题3 **Michael Rollins提问** 询问公司在人工智能应用方面的进展和洞见 [60] **Charles Meyers回答** - 人工智能应用仍处于相对较早阶段,但公司看到了企业培训和推理应用的丰富管线 [61] - 公司的分布式平台有望受益于人工智能工作负载的需求,尤其是在服务提供商和企业客户中 [61]

Equinix Inc.’s (EQIX) first-quarter 2024 adjusted funds from operations (AFFO) per share of $8.86 surpassed the Zacks Consensus Estimate of $8.58. The figure improved nearly 3.1% from the prior-year quarter. Shares of Equinix gained 10.62% in the after-hours trading session on May 8 at the NYSE. The increase was due to steady growth in colocation and inter-connection revenues on the back of strong demand for digital infrastructure. During the quarter, Equinix’s total interconnections reached 468,400, rising ...

Key Takeaways Equinix shares took off in intraday trading Thursday as the data center real estate trust benefited from demand for artificial intelligence (AI) products. The company's adjusted EBITDA and AFFO were better than expected. CEO Charles Meyers said the "rapidly evolving AI landscape" provides immense potential for Equinix. Equinix (EQIX) shares jumped in intraday trading Thursday, a day after the data center real estate trust (REIT) posted strong results on the soaring demand for artificial intell ...

Equinix (EQIX) came out with quarterly funds from operations (FFO) of $8.86 per share, beating the Zacks Consensus Estimate of $8.58 per share. This compares to FFO of $8.59 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an FFO surprise of 3.26%. A quarter ago, it was expected that this data center operator would post FFO of $7.25 per share when it actually produced FFO of $7.30, delivering a surprise of 0.69%. Over the last four quarters, the comp ...

Equinix Investor Relations Contacts: Equinix Media Contacts: invest@equinix.com press@equinix.com FOR IMMEDIATE RELEASE EQUINIX REPORTS FIRST QUARTER 2024 RESULTS Company Delivers More Than $2.1 Billion in Quarterly Revenues, Marking 85 Consecutive Quarters of Top-Line Revenue Growth, the Longest Streak of any S&P 500 Company • Quarterly revenues increased 6% over the same quarter last year to $2.1 billion, or 7% on a normalized and constant currency basis • Closed 3,800 deals across more than 3,100 custome ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-40205 EQUINIX, INC. (Exact name of registrant as specified in its charter) Delaware 77-0487526 (State of incorporation) (I.R.S. Employer Id ...

Investors are always looking for stocks that are poised to beat at earnings season and Equinix, Inc. (EQIX) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report. That is because Equinix is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to- date information possible — is a pretty good indic ...

Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments. Cash flow can come from bond interest, interest from other types of investments, and of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its d ...

REDWOOD CITY, Calif., April 29, 2024 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, has released its 2023 Integrated Sustainability Report reflecting progress towards its environmental, social and governance (ESG) goals. Equinix's approach to sustainability is rooted in ambitious targets, transparency in reporting progress, upholding ethical principles and integrity, and actively collaborating with stakeholders to foster transformative change. The world's digital ...

Equinix, Inc. (EQIX) recently announced that it entered into a $600 million joint venture with PGIM Real Estate, the real estate investment and financing arm of PGIM, Prudential Financial's global asset management business, for the development and operation of the first xScale data center in the United States. It marks the second joint venture between Equinix and PGIM Real Estate. The move reflects the solid demand for such facilities from tenants and investors’ growing interest in such assets. This new joi ...