EQIX
EquinixColocation and interconnection data centers (REIT).
Next earnings: Equinix has not announced its next earnings date. Its last earnings release was filed with the SEC on October 28, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead. Last earnings release on EDGAR
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.
Why EQIX is rated partial
Partial. Equinix leases space and interconnection to thousands of customers; it does not report AI revenue and its Q2 2026 growth of 16% included one-time xScale fees. AI shows up as larger hyperscale builds (52 projects underway) inside a colocation business that is mostly not AI.
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.
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- 10-QQuarterly report2026-10-28documentfolder
- 8-KEarnings release · items 2.02,9.012026-10-28documentfolder
- 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
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
EQIX in plain answers
The questions readers ask about Equinix, answered from the company's own filings and this site's research. Each answer names its source.
What does Equinix (EQIX) supply to AI?+
Owns and operates interconnected data centers worldwide, leasing space and connectivity. Leases capacity to cloud providers and enterprises deploying AI; building larger sites for high-density loads.
How much does AI matter to Equinix's business?+
AI exposure is rated partial on this site: One line of business, or an indirect beneficiary. 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. Annualized gross bookings $424 million, up 23% year over year (second-highest on record); a record 9,700 net interconnections added in the quarter.
Company filing or releaseWhen is Equinix's next earnings date?+
Equinix has not announced its next earnings date. Its last earnings release was filed with the SEC on October 28, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead.
Last earnings release on EDGARAre Equinix insiders buying or selling EQIX stock?+
In the latest Form 4 filings for EQIX there are 6 open-market sales, 1 other transaction (grants, option exercises, tax withholding); the most recent was filed on September 8, 2026 by Paladin Michael Shane. Every transaction links to the filing on SEC EDGAR below.
Most recent Form 4What should investors watch for EQIX?+
Whether 2026 revenues track the raised $10.205–$10.285 billion range and AFFO reaches $4.240–$4.300 billion Gross bookings and net interconnection adds after the $424 million and record 9,700 posted in Q2 2026 Integration of atNorth, whose acquisition with CPP Investments closed September 2, 2026
SourceWhat are the main risks for Equinix?+
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 Substantial capital committed to its AI infrastructure strategy may prove misaligned with actual customer demand because AI's trajectory remains uncertain New entrants and existing competitors are investing heavily to capture AI-driven data center demand, threatening Equinix's market position
Annual report, Item 1AWhich AI category is EQIX in?+
Equinix is listed under Data Centers. Colocation and interconnection data centers (REIT).
Related companies in Data Centers
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