Dec 31, 2024

Digital Realty Q4 2024 Earnings Report

Digital Realty reported strong revenue growth and record leasing activity in Q4 2024.

Key Takeaways

Digital Realty achieved a 5.00% year-over-year revenue increase in Q4 2024, driven by record leasing activity in the 0–1 MW plus interconnection segment. Net income saw an 835.67% surge, reflecting strong demand and operational improvements. The company introduced a 2025 Core FFO per share guidance of $7.05 - $7.15.

Revenue increased by 5.00% year-over-year to $1.44 billion.

Net income surged by 835.67% year-over-year to $186 million.

Record leasing activity in the 0–1 MW plus interconnection segment, adding 166 new customers.

2025 Core FFO per share guidance set at $7.05 - $7.15.

Total Revenue
$1.44B
Previous year: $1.37B
+4.8%
EPS
$1.73
Previous year: $1.63
+6.1%
North America Occupancy
0.95%
Previous year: 83.8%
-98.9%
Europe Occupancy
0.95%
Previous year: 75.2%
-98.7%
APAC Occupancy
0.93%
Previous year: 76.7%
-98.8%
Cash and Equivalents
$3.87B
Previous year: $1.63B
+138.1%

Digital Realty

Digital Realty

Digital Realty Revenue by Segment

Forward Guidance

Digital Realty expects strong revenue growth and stable occupancy rates in 2025, with a focus on expanding its hyperscale and interconnection services.

Positive Outlook

  • 2025 Core FFO per share expected at $7.05 - $7.15.
  • Revenue guidance set between $5.80 billion - $5.90 billion.
  • Rental rates on renewal leases expected to increase by 4.0% - 6.0% (cash basis).
  • Continued expansion in the hyperscale and interconnection segments.
  • Stable occupancy rates projected across global data centers.

Challenges Ahead

  • Expected Adjusted EBITDA decline due to increased costs.
  • Potential impact from foreign exchange fluctuations.
  • Higher interest rates may increase financing costs.
  • Increased development and expansion costs may pressure margins.
  • Competitive pressures in the data center market could affect pricing.