Digital Realty Trust (DLR) came out with quarterly funds from operations (FFO) of $1.67 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $1.62 per share a year ago. These figures are adjusted for non-recurring items.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 $1.65, delivering a surprise of 1.23%.Over the last four quarters, the company has surpassed consensus FFO estimates two times.Dig ...

公司概况 - 公司拥有312个数据中心,包括73个合资企业持有的数据中心,总面积约41.1百万平方英尺[3] - 公司的数据中心分布在北美、欧洲、南美、亚洲、澳大利亚和非洲[3] - 公司的数据中心为科技行业和企业客户提供关键的应用程序和运营[3] - 公司的股票在纽约证券交易所上市,股票代码为DLR[7] - 公司的信用评级为Baa2/BBB(稳定展望)[11] 财务数据 - 公司第三季度末的总股票和单位数为337,744,000[9] - 公司第三季度末的总市值为546.57亿美元[9] - 公司第三季度末的股票收盘价为161.83美元[9] - 公司第三季度的平均每日交易量为1,615,000股[9] - 公司第三季度末的股息率为3.0%[9] - 第三季度总营收为14.31亿美元[15] - 第三季度净收益为4,013.4万美元[14] - 第三季度每股基本收益为0.13美元，每股摊薄收益为0.09美元[14] - 第三季度每股基金来源(FFO)为1.55美元，每股核心基金来源(Core FFO)为1.67美元[14] - 第三季度每股调整后基金来源(AFFO)为1.52美元[14] - 第三季度每股股息为1.22美元，FFO摊薄支付率为78.8%，Core FFO摊薄支付率为73.2%，AFFO摊薄支付率为80.4%[14] - 第三季度末总资产为452.95亿美元，总负债为221.19亿美元[14] - 第三季度末总债务占总企业价值的比例为23.5%，优先股加总债务占总企业价值的比例为24.5%[14] 运营数据 - 第三季度末净可出租面积为41,092,000平方英尺，出租率为83.9%[14] - 第三季度末加权平均剩余租赁期限为4.8年，同一资本出租率为83.3%[14] - 第三季度签订新租约预计将带来5.21亿美元的年化GAAP租金收入，其中0-1兆瓦类别贡献5000万美元，互联贡献1600万美元[16,17] - 报告第三季度末签约未开始租约的年化GAAP基础租金为8.59亿美元[17] - 第三季度续租租金增长15.2%[16] - 公司第三季度资金来源和核心资金来源达5.20亿美元和5.58亿美元[35] - 公司第三季度每股资金来源和核心资金来源分别为1.55美元和1.67美元[35] - 公司第三季度总现金净营业收入(NOI)年化为29.16亿美元[40] 发展战略 - 公司在北美、欧洲和亚太地区都有新的数据中心项目在开发中[57] - 公司持有大量未开发的土地资源作为未来发展储备[57] - 公司总投资达到76.74亿美元，其中包括44.12亿美元的租户改善和其他投资[61] - 公司在北美、EMEA和亚太地区的数据中心建设投资分别为37.38亿美元、16.25亿美元和4.80亿美元[59] - 公司强调持续关注成本管控和资本投资效率[82] 业务表现 - 公司总体业务表现良好，北美地区数据中心租赁面积和租金收入均有增长[57] - 欧洲、中东和非洲地区数据中心租赁面积和租金收入也有所增长[57] - 亚太地区数据中心租赁面积和租金收入有所下降[57] - 公司的整体出租率达到82.7%，较上一季度有所提升[57] - 公司管理的数据中心总面积达到41,092,000平方英尺[57]

Digital Realty Trust, Inc. (NYSE: DLR ) will be reporting earnings after the close on October 24, 2024, with consensus estimates calling for $1,429mm in revenue and AFFO/share to come in at $1.50/share. Analysts have revised their estimatesMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working in industries that range from O&G, OFS, Midstream, Industrials, In ...

Digital Realty Trust (DLR) is slated to report third-quarter 2024 results on Oct. 24 after the closing bell. The quarterly results are expected to reflect year-over-year growth in both revenues and funds from operations (FFO) per share. Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar. This Austin, TX-based data center real estate investment trust (REIT) reported a core FFO per share of $1.65 in the prior quarter, outpacing the Zacks Consensus Estimate of $1.63. The quarterly results ...

In its upcoming report, Digital Realty Trust (DLR) is predicted by Wall Street analysts to post quarterly earnings of $1.67 per share, reflecting an increase of 3.1% compared to the same period last year. Revenues are forecasted to be $1.44 billion, representing a year-over-year increase of 2.3%.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projectio ...

文章核心观点 - 挪威中央银行(Norges Bank)增持了数字房地产信托公司(Digital Realty Trust Inc)的股份,成为其重要股东之一 [1] - 挪威中央银行是一家全球性投资公司,管理着多个行业的投资组合,尤其关注科技和金融服务领域 [2] - 数字房地产信托公司是数据中心行业的领导者,近年来不断拓展业务,向提供更高级服务转型 [4][6] - 此次交易增强了挪威中央银行在数据中心市场的影响力,体现了其对该行业的战略重视 [5] 公司概况 - 数字房地产信托公司总部位于美国,自2004年IPO以来,已在全球拥有300多个数据中心 [4] - 公司从事零售托管到全面IT解决方案的各类数据中心服务,重点服务于大型云服务提供商 [4][6] - 公司股票目前市值约515亿美元,股价近期下跌2.82%,但自IPO以来已上涨1210.58% [5] 行业分析 - 数字房地产信托公司专注于数据中心领域,与传统房地产投资有所区别 [6] - 公司向提供更高级服务转型,顺应了数据处理和存储需求不断增长的趋势 [6] - 公司拥有包括Baron Funds、Chris Davis和Jefferies Group在内的多家重要机构投资者 [7]

AUSTIN, Texas, Oct. 1, 2024 /PRNewswire/ -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation, and interconnection solutions, announced today that it will release financial results for the third quarter of 2024 after the market closes on Thursday, October 24, 2024. The company will host a conference call to discuss these results at 5:00 p.m. ET / 4:00 p.m. CT on Thursday, October 24, 2024. To participate in the live call, investors are invited to d ...

Digital Realty (DLR) recently announced that it has refinanced and upsized its revolving credit facilities to $4.5 billion. This move strengthens the data center REIT's strong financial flexibility. DLR has amended, restated and extended its present $3.75 billion multi-currency global unsecured revolving credit facility to $4.2 billion, reflecting an expansion of $450 million. The $4.2 billion credit facility is set to mature in January 2029, with the possibility of a one-year extension to January 2030. DLR ...

会议主要讨论的核心内容 公司战略调整 - 公司正在适应宏观不确定性,如利率上升,通过全球化布局、产品线扩展、资本合作等方式来应对 [2][3] - 公司正在通过资产证券化、合资等方式优化资本结构,将杠杆率降至目标水平,提高资金使用效率 [5][6] 业务发展情况 - 公司大型客户(>1MW)需求强劲,续租价格上涨5%-7%,未来几年有望进一步提升 [15] - 中小客户(0-1MW)业务也保持良好增长,公司通过产品创新和服务提升持续获得市场份额 [17] - 公司提供的交钥匙交付产品受到客户青睐,未来将继续保持这一优势 [19] 财务表现和展望 - 公司2025年FFO增长目标为5%,未来几年有望进一步加快增速 [21][22] - 公司将通过内部现金流、适度债务融资、资产证券化等方式为未来发展提供资金支持 [36] 问答环节重要的提问和回答 液冷技术对运营的影响 - 公司正在逐步采用液冷技术,但目前对运营成本和复杂度影响有限,能够通过提价来抵消成本增加 [27][30] 客户SLA违约风险管理 - 公司有丰富的开发和运营经验,能够有效管控项目进度,避免触发客户SLA违约条款 [34] GPU as a Service客户的接纳 - 公司目前主要服务大型科技客户,对GPU as a Service客户采取更谨慎的接纳策略,要求更多保证金或合同条款 [37]

Digital Realty Trust, Inc. (NYSE:DLR) 2024 RBC Capital Markets Global Communications Infrastructure Conference September 24, 2024 2:40 PM ET Company Participants Matt Mercier - CFO Jordan Sadler - Head of IR Conference Call Participants Jonathan Atkin - RBC Capital Markets Jonathan Atkin Our next session, I'd like to welcome back Digital Realty to our conference. And from the far right, we have Jordan Sadler, who is the Head of Investor Relations. And then we have Matt Mercier to my immediate left, the Chie ...