Jun 30, 2024

Equinix Q2 2024 Earnings Report

Reported record gross bookings and achieved its 86th consecutive quarter of top-line revenue growth.

Key Takeaways

Equinix reported strong Q2 2024 results, marked by record gross bookings and an 86th consecutive quarter of top-line revenue growth. Quarterly revenues increased 7% year-over-year to $2.2 billion, and net income increased 45% to $301 million. Adjusted EBITDA surpassed $1 billion for the first time.

Revenues increased 7% year-over-year to $2.2 billion, or 8% on a normalized and constant currency basis.

Net income increased 45% year-over-year to $301 million.

Adjusted EBITDA surpassed the $1 billion quarterly threshold for the first time.

Closed first multi-hundred-megawatt xScale campus in Atlanta.

Total Revenue
$2.16B
Previous year: $2.02B
+7.0%
EPS
$9.22
Previous year: $8.04
+14.7%
Worldwide Interconnections
472K
Previous year: 456K
+3.5%
Gross Profit
$1.08B
Previous year: $958M
+12.5%
Cash and Equivalents
$2B
Previous year: $2.34B
-14.8%
Free Cash Flow
$264M
Previous year: $103M
+156.0%
Total Assets
$32.9B
Previous year: $31.6B
+4.1%

Equinix

Equinix

Equinix Revenue by Geographic Location

Forward Guidance

For the third quarter of 2024, the company expects revenues to range between $2.190 and $2.210 billion. Adjusted EBITDA is expected to range between $1.029 and $1.049 billion.

Positive Outlook

  • Revenues are expected to increase approximately 1 - 2% over the previous quarter.
  • Revenue guidance includes a $5 million foreign currency benefit compared to the average FX rates in Q2 2024.
  • Adjusted EBITDA guidance includes a $5 million foreign currency benefit compared to the average FX rates in Q2 2024.
  • Equinix is committed to finding innovative solutions that reduce emissions.
  • Equinix is expanding its relationships with top technology companies.

Challenges Ahead

  • Adjusted EBITDA is expected to be impacted by seasonally higher utilities costs.
  • Adjusted EBITDA is expected to be impacted by planned repairs and maintenance.
  • Adjusted EBITDA guidance includes $5 million of integration costs related to acquisitions.
  • Total capital expenditures are expected to range between $2.850 and $3.100 billion for the full year.
  • Non-recurring capital expenditures are expected to range between $2.623 and $2.853 billion for the full year.

Revenue & Expenses

Visualization of income flow from segment revenue to net income