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

Foreign Exchange Rates U.S. Dollar / Pound Sterling U.S. Dollar / Euro Note: The Company does not provide a reconciliation for non-GAAP estimates on a forward-looking basis, where it is unable to provide a meaningful or accurate calculation or estimation of reconciling items and the information is not available without unreasonable effort. Please see Non-GAAP Financial Measures in this document for further discussion. Prior to Digital Realty's investor conference call at 5:00 p.m. ET / 4:00 p.m. CT on July ...

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]

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 investment trusts in recent history. So far in 2024, the REIT has delivered a 20% total return, not onl ...

Look at artificial intelligence stocks, like Nvidia (NASDAQ:NVDA), for example. Including Nvidia, here are even more top-quality stocks to buy now. Nvidia is the pioneering force behind AI. We also have to consider Nvidia is seeing massive growth with data centers – where it has 80% share of the market. All thanks to the massive, growing demand for AI GPUs. Source: Piotr Swat / Shutterstock.com "We believe the semi-demand upside from Apple can get bigger with its widening AI service, from a relatively low b ...

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 da ...

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 ...

Recent top stock upgrades from Wall Street analysts can often mean compelling long-term opportunities. When a widely-followed analyst raises the rating or price target on a company, investors pay attention. Such upgrades are usually based on a favorable change in the underlying business, an improving growth outlook or an attractive valuation. Digital Realty Trust (DLR) We start our discussion on top stock upgrades with the real estate investment trust (REIT) Digital Realty Trust (NYSE:DLR), which provides d ...

Loading... Although the company was heavily leveraged for much of 2023, the analyst believes its improved capital position following the Blackstone Inc. BX joint venture has positioned it well for the next two years. Last week, JP Morgan upgraded the stock to Overweight (from Neutral) and raised the price target to $175 from $150. Price Action: DLR shares are up 0.03% at $152.09 at the last check Monday. Loading... The analyst says he observes robust secular demand trends, propelled by AI and hyperscaler de ...

To participate in the live call, investors are invited to dial +1 (888) 317-6003 (for domestic callers) or +1 (412) 317-6061 (for international callers) and reference the conference ID #2977783 at least five minutes prior to start time. A live webcast of the call will be available on the Investors section of Digital Realty's website at https://investor.digitalrealty.com. Digital Realty brings companies and data together by delivering the full spectrum of data center, colocation and interconnection solutions ...