3 November 2025 | 5:01AM EST Equity Research Summary of datapoints: Our hyperscaler CapEx rollup suggests that our analysts' expectations for CapEx (a large portion of which is tied to computing and datacenter infrastructure, including GPUs) have increased at an aggregate level by 7% in 2025 and 20% in 2026 to $404B and $552B respectively - with upward revisions across major spenders (detail in table/graph below). Summary of commentary: In terms of qualitative management commentary, Alphabet (covered by Eri ...

智通财经APP获悉，易昆尼克斯(EQIX.US)召开第三季度业绩说明会。公司25Q3实现营业收入23.16亿美 元，YoY+5.23%;实现净利润为3.74亿美元，YoY+25.93%;实现基本EPS为3.82美元，YoY+22.83%。高管 表示，公司交出了一份非常强劲的第三季度业绩，这充分展示了在实现重大扩张投资的同时，依然能够 保持营收增长并提升盈利能力。 这份表现主要得益于三大亮点： 第一，营收增长。持续看到收入加速增长，MRR(每月经常性收入)按可比口径同比增长 8%。此外，还 实现了 创纪录的年度化毛预订额 3.94 亿美元，同比增长 25%，环比第二季度增长 14%。更重要的是， 这一加速增长来自地域、行业与客户类型高度多元化的客户群体。 第二，盈利能力。本季度再次实现了强劲的 调整后 EBITDA 利润率，AFFO(调整后运营资金)按可比口 径同比增长 12%。这超出预期，反映出良好的经营结果传导效应、较低的净利息支出，以及经常性资 本支出时间点的有利影响。因此，上调了全年调整后 EBITDA、AFFO 以及每股 AFFO 指引。 第三，扩张。鉴于强劲的市场需求，正积极推进 "Build Bo ...

Key Takeaways Equinix's Q3 AFFO per share of $9.83 beat estimates and rose 8.6% year over year.Higher recurring revenues fueled results, led by digital infrastructure demand.Equinix lifted its 2025 AFFO per share outlook to $37.95-$38.77, reflecting 8-11% annual growth.Equinix Inc.’s (EQIX) third-quarter 2025 adjusted funds from operations (AFFO) per share of $9.83 beat the Zacks Consensus Estimate of $9.26. Moreover, the figure improved 8.6% from the prior-year quarter.Results reflect higher recurring reve ...

For the quarter ended September 2025, Equinix (EQIX) reported revenue of $2.32 billion, up 5.2% over the same period last year. EPS came in at $9.83, compared to $3.10 in the year-ago quarter.The reported revenue represents a surprise of -0.32% over the Zacks Consensus Estimate of $2.32 billion. With the consensus EPS estimate being $9.26, the EPS surprise was +6.16%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their n ...

Equinix (NasdaqGS:EQIX) Q3 2025 Earnings Call October 29, 2025 05:30 PM ET Company ParticipantsPhillip Konieczny - SVP of FinanceKeith Taylor - CFOFrank Louthan - Managing DirectorAri Klein - Director of Equity ResearchMichael Funk - SVPAdaire Fox-Martin - President and CEONick Del Deo - Managing DirectorMichael Rollins - Managing DirectorDavid Guarino - Managing DirectorJon Petersen - Managing DirectorConference Call ParticipantsJim Schneider - Senior Equity AnalystMichael Elias - Senior Equity Research An ...

Equinix (NasdaqGS:EQIX) Q3 2025 Earnings Call October 29, 2025 05:30 PM ET Company ParticipantsPhillip Konieczny - SVP of FinanceKeith Taylor - CFOFrank Louthan - Managing DirectorAri Klein - Director of Equity ResearchMichael Funk - SVPAdaire Fox-Martin - President and CEONick Del Deo - Managing DirectorMichael Rollins - Managing DirectorDavid Guarino - Managing DirectorJon Petersen - Managing DirectorConference Call ParticipantsJim Schneider - Senior Equity AnalystMichael Elias - Senior Equity Research An ...

Equinix (NasdaqGS:EQIX) Q3 2025 Earnings Call October 29, 2025 05:30 PM ET Speaker4Good afternoon and welcome to the Equinix third quarter earnings conference call. All lines will be able to listen only until we open for questions. Also, today's conference is being recorded. If anyone has any objections, please disconnect at this time. I would now like to turn the call over to Phillip Konieczny, Senior Vice President of Finance. You may begin.Speaker1Good afternoon and welcome to our third quarter conferenc ...

Equinix (EQIX) came out with quarterly funds from operations (FFO) of $9.83 per share, beating the Zacks Consensus Estimate of $9.26 per share. This compares to FFO of $9.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +6.16%. A quarter ago, it was expected that this data center operator would post FFO of $9.19 per share when it actually produced FFO of $9.91, delivering a surprise of +7.83%.Over the last four quarters, the comp ...

Q3 2025 Earnings Conference Call NASDAQ: EQIX Presented on October 29, 2025 © 2025 Equinix, Inc. Public Disclosure Statement Forward-Looking Statements Except for historical information, this presentation contains forward-looking statements which include words such as "believe," "anticipate," and "expect." These forward-looking statements involve risks and uncertainties that may cause Equinix's actual results to differ materially from the expectations discussed in such forward-looking statements. Factors th ...

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 September 30, 2025 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. Employe ...