)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
Equinix
Equinix (EQIX) investor relations material
Equinix Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Q4 and full-year 2025 achieved record performance, with annualized gross bookings of $474M in Q4 (up 42% year-over-year) and $1.6B for the year (up 27%), driven by AI workloads and broadening enterprise adoption.
Monthly recurring revenue (MRR) grew 10% year-over-year in Q4 and 7% for the full year, with strong recurring revenue growth and disciplined spending fueling expansion and FFO per share growth ahead of expectations.
Surpassed 500,000 global interconnections, with 7,800 net additions in Q4 and over 17,200 transactions and 6,100 unique customers, reflecting strong ecosystem growth.
Strategic initiatives and partnerships, including Salesforce and xScale JV, contributed to robust pipeline conversion, milestone achievements, and major expansion projects globally.
Increased quarterly cash dividend by 10% to $5.16 per share, marking 11 consecutive years of growth.
Financial highlights
FY25 revenues reached $9.217B–$9.2B (up 5%–7% year-over-year as-reported); Q4 revenues were $2.4B, up 7% year-over-year.
Adjusted EBITDA for FY25 was $4.53B (49% margin), up 11% year-over-year; Q4 Adjusted EBITDA was $1.2B (49% margin), up 15% year-over-year.
AFFO per share (diluted) for FY25 was $38.33, up 9% year-over-year; Q4 FFO was $877M, up 13%.
Net income attributable to common stockholders was $1.350B, up 66% year-over-year; diluted EPS $13.76, up 62%.
Regional revenue growth in FY25: Americas +6%, EMEA +5%, APAC +3% (as-reported).
Outlook and guidance
2026 revenue guidance: $10.123B–$10.223B, up 9%–11% year-over-year; MRR up 8%–10% and MRR churn targeted at 2%–2.5% per quarter.
2026 Adjusted EBITDA guidance: $5.141B–$5.221B (51% margin), up 200 bps; AFFO per share guidance: $41.93–$42.74, up 8%–12%.
2026 CapEx expected at $3.655B–$4.2B; quarterly cash dividend to increase by 10%, totaling ~$2.04B for the year.
Q1 2026 revenue guidance: $2.496B–$2.54B; adjusted EBITDA: $1.28B–$1.32B.
AI workload impact on interconnection demand?
Future capacity from 1 GW land acquisitions?
Drivers of 200 bps EBITDA margin expansion?
AI workload drivers: enterprise vs. hyperscaler
What sustains record bookings and capacity build
Pricing strategy and churn reduction efforts
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Equinix earnings date
Q1 202629 Apr, 2026
Equinix
Next Equinix earnings date
Q1 202629 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
The global data center provider
Equinix is a global data center and interconnection company that provides data center services to businesses across a range of industries. The company's solutions enable businesses to connect and interconnect with each other, facilitating the exchange of digital information and data.
Some of Equinx’s main competitors include Digital Realty Trust, NetApp, and Iron Mountain.
Operates more than 200 data centers worldwide
Equinix was founded in 1998 and is headquartered in Redwood City, California. The company operates in over 50 markets across five continents and has more than 200 data centers worldwide.
Equinix is committed to sustainability and has set ambitious goals to reduce its carbon footprint, including achieving 100% renewable energy for its global platform by 2030.
Interesting facts about Equinix
An interesting fact about Equinix is that it has made a number of strategic acquisitions to expand its global reach and capabilities, including the acquisition of TelecityGroup, one of the leading data center providers in Europe. Additionally, Equinix is involved in a range of industry associations and initiatives, including the Open Compute Project and the Green Grid.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage