🔹 Revenue: $2.26B (Est. $2.26B) 🟡
🔹 FFO/Share: $7.03 (Est. $6.76) 🟢
FY25 Guidance (Raised):
🔹 Revenue: $9.23B–$9.33B (Est. $9.22B) 🟢
🔹 Adj. EBITDA: $4.52B–$4.60B (Est. $4.52B) 🟢
🔹 AFFO: $3.70B–$3.78B (Est. $3.72B) 🟢
🔹 AFFO/Share: $37.67–$38.48 (Prior: $37.36–$38.17)
Q3 Guidance:
🔹 Revenue: $2.31B–$2.33B (Est. $2.34B) 🔴
🔹 Adjusted EBITDA: $1.14B–$1.16B (Est. $1.16B) 🟡
Q2 Segment Revenue:
🔹 Managed Infrastructure: $117M (Est. $118.5M) 🔴
🔹 Colocation: $1.59B
🔹 Interconnection: $407M
🔹 Other: $34M
Other Metrics:
🔹 Adj EBITDA: $1.13B (Est. $1.11B) 🟢
🔹 Adj EBITDA Margin: 50% (Est. 48.9%) 🟢
🔹 AFFO: $972M (Est. $916.2M) 🟢
Operational Highlights:
🔹 Net Interconnections Added: 6,200; Total: 492,000+
🔹 Deals Closed: 4,100 across 3,300+ customers
🔹 Annualized Gross Bookings: $345M
Commentary:
🔸 “Maintaining leadership in cloud and AI ecosystem connectivity with 6,200 new interconnections.”
🔸 “Strong customer engagement with 4,100 deals closed across 3,300+ customers.”