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Strong financial performance and increased …

  • Revenue: 2.2 billion US dollars, an increase of 8% compared to the previous year, without the effects of Power Pass-Through.

  • Fitted EBITDA margins: Rose to 48% of the income.

  • Affo per share: Rose by 9% compared to the previous year.

  • Global Q1 MRR Churn: 2.4%, as expected.

  • Connection income: Rose by 9% on a normalized and constant currency base compared to the previous year.

  • Overall connections: More than 486,000 in use.

  • Investment expenses: 750 million US dollars, including 26 million US dollars in recurring Capex.

  • 2025 sales guidelines increase: Collected at 142 million US dollars.

  • 2025 adapted EBITDA instructions increase: Collected at 85 million US dollars.

  • 2025 Affo instructions increase: Collected to 69 million US dollars.

  • 2025 Capex expectation: Between 3.4 billion US dollars and 3.7 billion US dollars.

Appearance date: April 30, 2025

You can find the complete copy of the earnings call in the complete earnings call.

  • Equinix Inc (Nasdaq: EQIX) provided better than expected financial metrics, including income, adapted EBITDA and AFFO, which led to increased guidelines for these metrics.

  • The sales team improved the dynamics of customers, deal conversion and shortened deal cycles and at the same time contributed cheap prices.

  • Equinix Inc (Nasdaq: EQIX) recorded a strong recurring sales growth, which was due to the effects of 2024 bookings in the second half.

  • The company recorded significant AI victories, including provisions with Nvidia DGX Superpod and GroQ, which improved its position in the AI ​​infrastructure market.

  • Equinix Inc (Nasdaq: EQIX) extends its global footprint with 56 main projects in 33 metros in 24 countries, including 12 Xscale projects.

  • Lower Xscale leasing and equipment fees expire the strong recurring sales growth in the first quarter.

  • The company monitors the macroeconomic environment exactly, whereby the tariffs are concerned for many customers.

  • Equinix Inc (Nasdaq: EQIX) experienced some unexpected emigration events, including bankruptcy in EMEA, which had an impact on the cabinet bill.

  • The non -repetitive income is expected to decrease by 38 million US dollars in the second quarter, especially on XSCALE.

  • The company is faced with capacity restrictions and requires accelerated builds to meet customer demand, which could affect price dynamics.

Q: Can you shed light on what drives the improvements of sales cycles and whether the macro environment influenced you in April? A: Darren Gryniuk, Global Head, Digital Sales, explained that the bookings are set to the goal despite macro uncertainties without changing demand. Improvements in sales cycles are due to a stricter qualification process, standardized contracts and improved sales productivity, which leads to a reduced deal -cycle times.

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