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Sep 30, 2023

Equinix Q3 2023 Earnings Report

Delivered quarterly revenues greater than $2 billion.

Key Takeaways

Equinix reported solid Q3 2023 results, with revenues increasing by 12% year-over-year to $2.06 billion. The company saw a rise in both dividend and AFFO/share outlook for the full year, driven by enterprise customers and emerging service providers integrating AI into their strategies.

Quarterly revenues increased 12% over the same quarter last year to $2.1 billion, or 14% on a normalized and constant currency basis.

Closed 4,200 deals in Q3 across more than 3,100 customers, including record new logos from high-propensity, targeted customers

Channel bookings accounted for over 65% of new logos with wins focused on digital transformation initiatives

Increased quarterly cash dividend by 25% to $4.26 per share on its common stock due to continued strong operating performance

Total Revenue
$2.06B
Previous year: $1.84B
+12.0%
EPS
$8.19
Previous year: $7.73
+6.0%
AFFO
$772M
Previous year: $712M
+8.4%
Gross Profit
$992M
Previous year: $906M
+9.5%
Cash and Equivalents
$2.36B
Previous year: $2.5B
-5.7%
Free Cash Flow
$201M
Previous year: $179M
+12.4%
Total Assets
$31.7B
Previous year: $29.3B
+8.0%

Equinix

Equinix

Equinix Revenue by Segment

Equinix Revenue by Geographic Location

Forward Guidance

For the fourth quarter of 2023, the Company expects revenues to range between $2.088 and $2.128 billion, an increase of approximately 1 - 3% over the previous quarter, or a normalized and constant currency increase of 3 - 4%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income