Alerts for EQIX
01What does it supply?
Products, customers, and where it sits in the AI stack.
What the company does
Owns and operates interconnected data centers worldwide, leasing space and connectivity.
Its role in AI
Leases capacity to cloud providers and enterprises deploying AI; building larger sites for high-density loads.
02How much does AI matter to its business?
Partial. One line of business, or an indirect beneficiary.
Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.
Reported by the company
- Does not report AI revenue separately. Total revenues $2.625 billion, up 16% year over year, including one-time xScale fees.Source · Q2 2026, quarter ended June 30, 2026
- Annualized gross bookings $424 million, up 23% year over year (second-highest on record); a record 9,700 net interconnections added in the quarter.Source · Q2 2026, quarter ended June 30, 2026
- 2026 guidance raised: revenues $10.205–$10.285 billion (11–12% growth), adjusted EBITDA $5.210–$5.270 billion, non-recurring capex $4.710–$5.690 billion (excludes xScale JVs).Source · Guidance for FY2026, issued July 29, 2026
- Capacity expansion: nine new projects added since April and 52 projects underway across 33 markets worldwide.Source · As of Q2 2026 release, July 29, 2026
Estimates
No third-party or editorial estimates are listed for EQIX. Only company-reported figures are shown at present.
Key financial metrics, by reporting period
Company-reported, via TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
Next earnings
No announced date on file. Check the investor relations page.
Last earnings release: 2026-07-29 (8-K)
Watch list
- Whether 2026 revenues track the raised $10.205–$10.285 billion range and AFFO reaches $4.240–$4.300 billion source
- Gross bookings and net interconnection adds after the $424 million and record 9,700 posted in Q2 2026 source
- Integration of atNorth, whose acquisition with CPP Investments closed September 2, 2026 source
Growth drivers
- CEO Adaire Fox-Martin: customer demand is broad-based and growing, and Equinix is uniquely positioned to serve the networking, cloud and AI infrastructure needs of enterprises source
- Expanded collaboration with Cisco and NVIDIA to help enterprises accelerate AI deployment through standardized AI factory architectures source
- The 10-K says AI adoption is increasing the need for distributed, interconnected digital infrastructure and low-latency pathways, and xScale data centers serve hyperscalers' core workloads source
Risks
- High-density AI workloads strain electrical infrastructure, and power rather than space is becoming the limiting factor in many older facilities, which could hamper utilization source
- Substantial capital committed to its AI infrastructure strategy may prove misaligned with actual customer demand because AI's trajectory remains uncertain source
- New entrants and existing competitors are investing heavily to capture AI-driven data center demand, threatening Equinix's market position source
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 min- 8-KCurrent report · items 8.01,9.012026-08-06documentfolder
- 8-KCurrent report · items 1.01,1.02,2.03,9.012026-07-29documentfolder
- 10-QQuarterly report2026-07-29documentfolder
- 8-KEarnings release · items 2.02,9.012026-07-29documentfolder
- 8-KCurrent report · items 5.02,9.012026-07-14documentfolder
- 8-KCurrent report · items 5.07,9.012026-05-15documentfolder
- 8-KCurrent report · items 5.02,9.012026-05-11documentfolder
- 8-KCurrent report · items 8.01,9.012026-05-07documentfolder
- 10-QQuarterly report2026-04-29documentfolder
- 8-KEarnings release · items 2.02,9.012026-04-29documentfolder
- DEF 14AProxy statement2026-04-02documentfolder
- 8-KCurrent report · items 5.02,7.01,9.012026-03-10documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Paladin Michael Shane Chief Customer & Rev Officer | Open-market sale · disposed | 307 | $1,035.01 | 2026-09-08 |
Paladin Michael Shane Chief Customer & Rev Officer | Option exercise · acquired | 510 | — | 2026-09-03 |
Paladin Michael Shane Chief Customer & Rev Officer | Open-market sale · disposed | 203 | $1,015.71 | 2026-09-03 |
Pletcher Kurt Chief Legal Officer | Open-market sale · disposed | 135 | $1,075.50 | 2026-08-20 |
PAISLEY CHRISTOPHER B Director | Open-market sale · disposed | 125 | $1,103.58 | 2026-08-18 |
PAISLEY CHRISTOPHER B Director | Open-market sale · disposed | 4,000 | $1,019.28 | 2026-08-03 |
MORANDI BRANDI GALVIN Chief People Officer | Open-market sale · disposed | 3,726 | $1,076.36 | 2026-06-08 |
News
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Compare all →Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0001101239)
- TradingView symbol page — full chart and data
Research note — Equinix is a REIT; AFFO is its headline metric. Q2 growth included one-time xScale fees, which the release does not quantify. The IR calendar lists no Q3 2026 earnings call date as of 2026-09-17 (only a Sep 29 RBC conference).