Equinix Q2 revenue jumps 16% to $2.63B as it raises full-year and long-term outlook
EQIX sits 44% above its 52-week low of $720.62.
Summary
Equinix reported Q2 revenue of $2.63B (+16% YoY) and net income of $479M (+30%), beating estimates. The company raised full-year 2026 guidance and long-term outlook, driven by record bookings and AI demand.
Key Events · Earnings and Guidance · EQIX
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Q2 Revenue and Earnings Beat
Revenue rose 16% YoY to $2.625B, exceeding the $2.58B consensus. Net income attributable to common stockholders grew 30% to $479M, or $4.83 per diluted share.
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Record Interconnection and Bookings
A record 9,700 net interconnections were added in Q2, extending its interconnection leadership. Annualized gross bookings grew 23% YoY, the second-highest volume on record.
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Raised Full-Year 2026 Guidance
Revenue guidance was raised to $10.205–10.285B (11–12% growth), adjusted EBITDA to $5.210–5.270B (51% margin), and AFFO per share to $42.69–43.29 (11–13% growth).
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Long-Term Outlook Upgraded
The 2027–2029 outlook was upgraded: annual revenue growth now 10–13% (from 7–10%), adjusted EBITDA margin target 53%+ (from 52%+), and AFFO per share growth 9–12% (from 5–9%).
Analysis · EQIX · Real Estate & Construction
A standout quarter saw revenue climb 16% and net income surge 30%, both ahead of consensus. Bolstered by stronger demand, record bookings, and accelerating AI-driven infrastructure needs, management raised full-year 2026 guidance for revenue, adjusted EBITDA, and AFFO per share, and lifted the long-term outlook through 2029. The results reinforce Equinix's position as a prime beneficiary of enterprise AI deployment, with interconnection activity hitting a record 9,700 net adds. The upgraded guidance and long-term targets signal confidence in sustained double-digit growth, making this a thesis-affirming report for the data center REIT.
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In the 30 days to Sep 14, 2026, 35.8% of the 1045 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.43%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, EQIX was trading at $1,040.06 on NASDAQ in the Real Estate & Construction sector, with a market capitalization of approximately $99.4B. The 52-week trading range was $720.62 to $1,128.68. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.