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Jun 30, 2023

Digital Realty Q2 2023 Earnings Report

Digital Realty's second quarter results demonstrated positive momentum, with improved fundamentals highlighted by strong enterprise leasing activity, robust renewal spreads, and healthy organic growth. Two capital recycling transactions were completed, generating over $2 billion in gross proceeds.

Key Takeaways

Digital Realty reported revenues for the second quarter of 2023 of $1.4 billion, a 2% increase from the previous quarter and a 20% increase from the same quarter last year. The company delivered second quarter of 2023 net income of $116 million, and net income available to common stockholders of $108 million, or $0.37 per diluted share.

Reported net income available to common stockholders of $0.37 per share in 2Q23, compared to $0.19 in 2Q22

Reported FFO per share of $1.52 in 2Q23, compared to $1.55 in 2Q22

Reported Core FFO per share of $1.68 in 2Q23, compared to $1.72 in 2Q22

Reported rental rate increases on renewal leases of 6.9% on a cash basis in 2Q23

Total Revenue
$1.37B
Previous year: $1.14B
+20.0%
EPS
$1.68
Previous year: $1.72
-2.3%
Net Debt to EBITDA
6.8
Previous year: 6.2
+9.7%
Gross Profit
$720M
Previous year: $671M
+7.3%
Cash and Equivalents
$125M
Previous year: $99.2M
+25.5%
Total Assets
$42.4B
Previous year: $36B
+17.9%

Digital Realty

Digital Realty

Digital Realty Revenue by Segment

Forward Guidance

Digital Realty adjusted its 2023 Core FFO per share and constant-currency Core FFO per share outlook to $6.55 - $6.65.

Positive Outlook

  • Total revenue: $5.500 - $5.600 billion
  • Adjusted EBITDA: $2.675 - $2.725 billion
  • G&A: $425 - $435 million
  • Rental rates on renewal leases (Cash basis): Greater than 4.0%
  • Rental rates on renewal leases (GAAP basis): Greater than 8.0%

Challenges Ahead

  • Net income per diluted share: $1.05 - $1.15
  • Funds From Operations / share (NAREIT-Defined): $6.30 - $6.40
  • Non-core expenses and revenue streams: $0.25 - $0.25
  • Year-end portfolio occupancy: 84.0% - 85.0%
  • Long-term debt issuance: $740 million