๐น Revenue: $2.26B (Est. $2.26B) ๐ก
๐น FFO/Share: $7.03 (Est. $6.76) ๐ข
FY25 Guidance (Raised):
๐น Revenue: $9.23Bโ$9.33B (Est. $9.22B) ๐ข
๐น Adj. EBITDA: $4.52Bโ$4.60B (Est. $4.52B) ๐ข
๐น AFFO: $3.70Bโ$3.78B (Est. $3.72B) ๐ข
๐น AFFO/Share: $37.67โ$38.48 (Prior: $37.36โ$38.17)
Q3 Guidance:
๐น Revenue: $2.31Bโ$2.33B (Est. $2.34B) ๐ด
๐น Adjusted EBITDA: $1.14Bโ$1.16B (Est. $1.16B) ๐ก
Q2 Segment Revenue:
๐น Managed Infrastructure: $117M (Est. $118.5M) ๐ด
๐น Colocation: $1.59B
๐น Interconnection: $407M
๐น Other: $34M
Other Metrics:
๐น Adj EBITDA: $1.13B (Est. $1.11B) ๐ข
๐น Adj EBITDA Margin: 50% (Est. 48.9%) ๐ข
๐น AFFO: $972M (Est. $916.2M) ๐ข
Operational Highlights:
๐น Net Interconnections Added: 6,200; Total: 492,000+
๐น Deals Closed: 4,100 across 3,300+ customers
๐น Annualized Gross Bookings: $345M
Commentary:
๐ธ โMaintaining leadership in cloud and AI ecosystem connectivity with 6,200 new interconnections.โ
๐ธ โStrong customer engagement with 4,100 deals closed across 3,300+ customers.โ