Dec 31, 2019

Equinix Q4 2019 Earnings Report

Equinix reported strong Q4 2019 results, delivering revenue growth and strategic platform advancements.

Key Takeaways

Equinix reported a 10% increase in full year revenues, reaching $5.562 billion. The company continues to focus on evolving Platform Equinix, adding new capabilities and service offerings to meet the digital transformation needs of its customers.

Delivered 2019 annual revenues increase of 10% year-over-year to $5.562 billion.

Customer deployments across multiple metros increased to 87% of total recurring revenues, demonstrating the value of the Equinix global platform

Equinix signed a definitive agreement to acquire Packet, the leading bare metal automation platform

Equinix was named a leader in IDC's first-ever assessment of the colocation and interconnection services vendor market

Total Revenue
$1.42B
Previous year: $1.31B
+8.2%
EPS
$5.51
Previous year: $5.13
+7.4%
Worldwide Interconnections
363K
AFFO
$473M
FFO
$304M
Gross Profit
$691M
Previous year: $639M
+8.2%
Cash and Equivalents
$1.87B
Previous year: $606M
+208.4%
Total Assets
$24B
Previous year: $20.2B
+18.4%

Equinix

Equinix

Equinix Revenue by Segment

Equinix Revenue by Geographic Location

Forward Guidance

For the first quarter of 2020, Equinix expects revenues to range between $1.450 and $1.460 billion. For the full year of 2020, total revenues are expected to range between $6.000 and $6.050 billion.

Positive Outlook

  • Revenues are expected to range between $1.450 and $1.460 billion for Q1 2020
  • Q1 2020 revenue guidance includes a foreign currency benefit of $4 million when compared to the average FX rates in Q4 2019
  • Q1 2020 revenue guidance includes $5 million in revenues from the Axtel acquisition
  • Adjusted EBITDA is expected to range between $686 and $696 million for Q1 2020
  • Total revenues are expected to range between $6.000 and $6.050 billion for FY 2020

Challenges Ahead

  • Q1 2020 Adjusted EBITDA includes $4 million of integration costs related to acquisitions
  • FY 2020 revenue guidance includes a negative foreign currency impact of $12 million when compared to the average FX rates in 2019
  • FY 2020 revenue guidance includes $18 - $22 million in revenues from the Axtel acquisition
  • FY 2020 Adjusted EBITDA includes a negative foreign currency impact of $8 million when compared to the average FX rates in 2019
  • For the year, the company expects to incur $10 million in integration costs related to acquisitions.

Revenue & Expenses

Visualization of income flow from segment revenue to net income