BlackJack3D We previously covered Digital Realty Trust, Inc. (NYSE:DLR) in March 2024, discussing why its prudent growth strategy had been misunderstood, with the supposedly underwhelming FY2024 guidance attributed to the diversification of capital resources and eventually, balance sheet management. With the REIT expected to remain profitable in FY2024, we believed that the recent pullback offered interested investors with the chance to dollar cost average. Since then, DLR has traded sideways compared to th ...

To revolutionize the digital infrastructure landscape, Digital Realty Trust (DLR) has taken a significant stride by announcing the availability of groundbreaking liquid-to-chip cooling technology, which supports high- density deployment. This innovative breakthrough marks a significant step forward in solving the evolving challenges of handling high-density workloads, notably in the fields of artificial intelligence (AI) and data-intensive applications. Digital Realty's new offering introduces direct liquid ...

Solution available in 170 Digital Realty data centers globally AUSTIN, Texas, May 15, 2024 /PRNewswire/ -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation, and interconnection solutions, today announced the availability of groundbreaking liquid-to-chip cooling technology, the next evolution in high-density deployment support. This innovative advancement represents a significant leap forward in addressing the evolving challenges of managing high-d ...

FangXiaNuo Digital Realty (NYSE:DLR) brings companies and data together by delivering the full spectrum of data center, colocation, and interconnection solutions. We have started coverage of DLR back in August 2023, with an initial neutral rating. Our first article, titled the Pros and Cons of Investing in Digital Realty Trust, highlighted on one hand that the firm has outperformed the broader REIT market in the past decade and that it has been committed to return value to its shareholders in the form of di ...

AUSTIN, Texas, May 8, 2024 /PRNewswire/ -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation and interconnection solutions, announced today it has priced an underwritten registered public offering of 10,500,000 shares of its common stock for expected gross proceeds of approximately $1,470 million. BofA Securities, Citigroup Global Markets Inc. and J.P. Morgan Securities LLC are acting as joint-bookrunning managers for the public offering.   As part ...

AUSTIN, Texas, May 7, 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 has commenced an underwritten registered public offering to sell 10,500,000 shares of its common stock. The Company intends to grant the underwriters in the offering a 30-day option to purchase up to an additional 1,575,000 shares of its common stock. BofA Securities, Citigroup Global Markets Inc. and J ...

For the Transition Period From to . Commission file number 001-32336 (Digital Realty Trust, Inc.) 000-54023 (Digital Realty Trust, L.P.) DIGITAL REALTY TRUST, INC. DIGITAL REALTY TRUST, L.P. (Exact name of registrant as specified in its charter) Table of Contents 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 ☐ Transition Report Pursuant t ...

| --- | --- | --- | --- | |-------|--------------------|-------|-----------| | | $ 451,273 | | $ 484,745 | | | | | | | | $ 1.42 | | $ 1.63 | | | $ 1.41 | | $ 1.60 | | | | | | | | | | | | | | | | | | | | | | | $ 420,591 | | $ 412,192 | | | Three Months Ended | | | Basic FFO per share and unit Diluted FFO per share and unit Weighted average common stock and units outstanding Basic 318,469 297,180 Diluted 326,975 309,026 (1) Real estate related depreciation and amortization was computed as follows: Depreciatio ...

财务数据和关键指标变化 - 第一季度签订了创纪录的2.52亿美元新租约,其中1.75亿美元来自大于1兆瓦的租约,另外5300万美元来自0-1兆瓦加上互联的租约 [35][36] - 由于创纪录的租赁,签约但未开始的租赁订单增加到5.41亿美元,创下新纪录 [36] - 第一季度续租额达到2.48亿美元,创下新纪录,现金续租价格上涨11.8% [37][38] - 同店现金NOI同比增长4.7%,连续第五个季度实现正增长 [39] 各条业务线数据和关键指标变化 - 大于1兆瓦租约的现金续租价格上涨18.5%,创下新纪录 [38] - 0-1兆瓦加上互联租约连续第三个季度超过5000万美元 [18] - 新增128个新客户标志,创下第四高纪录 [24] 各个市场数据和关键指标变化 - 北弗吉尼亚地区在第一季度租赁了约80兆瓦容量,该地区供应仍然紧张 [27][28] - 伦敦、法兰克福和阿姆斯特丹在0-1兆瓦类别表现出色,而伦敦在大于1兆瓦类别也是一个大贡献者 [111] - 新加坡、香港和首尔在0-1兆瓦类别表现强劲 [111] 公司战略和发展方向及行业竞争 - 公司继续专注于战略重点,为不断扩大的5000多家客户提供服务 [11][12] - 公司通过与战略资本合作伙伴的合资企业,加强资产负债表并多元化资本来源 [15] - 公司正在开发私有AI交换机,使企业数据成为AI架构的中心 [14] - 公司预计未来数据中心需求将以两位数的复合年增长率增长,推动因素包括企业AI采用、AI即服务、物联网等 [20][21] 管理层对经营环境和未来前景的评论 - 公司在第一季度经历了加速的动力,主要由人工智能带来的多方面机会推动 [11] - 公司认为人工智能将像云计算一样逐步全球化,但时间尚不确定 [137][138] - 公司对未来保持乐观,认为AI、云计算和企业数字化转型三大驱动力没有放缓迹象 [141][142] 问答环节重要的提问和回答 问题1 **John Peterson 提问** 询问公司在合资企业中的租赁情况以及北美地区开发项目的预期收益率 [60][61] **Andrew Power 回答** 大部分租赁并未进入合资企业,北美地区开发项目的预期收益率已提升至12.3% [64][65] 问题2 **Jonathan Atkin 提问** 询问公司未来核心FFO增长的潜在推动因素 [68] **Matthew Mercier 回答** 公司预计未来核心FFO增长将达到中个位数,主要由稳定同店业务4%左右增长,加上新开发项目带来的约2%增长,部分被利率上升等因素抵消 [69][70][71] 问题3 **Eric Luebchow 提问** 询问公司在北弗吉尼亚地区的电力升级时间表以及该地区租金水平对收益率的影响 [73][74] **Andrew Power 回答** 公司预计Dominion Energy的南线输电项目将于2026年初完工,该地区租金水平持续上升,目前在165-180美元/千瓦左右 [74][75][76]

Exhibit 99.1 . Table of Contents Financial Supplement Table of Contents First Quarter 2024 | \ Overview | PAGE | | --- | --- | | Corporate Information | 3 | | Key Quarterly Financial Data | 5 | | Consolidated Statements of Operations | | | Earnings Release | 7 | | 2024 Outlook | 10 | | Consolidated Quarterly Statements of Operations | 12 | | Funds From Operations and Core Funds From Operations | 13 | | Adjusted Funds From Operations | 14 | | Balance Sheet Information | | | Consolidated Balance Sheets | 15 | ...