Equinix Reports Record Q4 2025 Earnings Driven by AI Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy EQIX?
Source: seekingalpha
- Significant Revenue Growth: Equinix reported Q4 2025 revenues of $2.4 billion, a 7% year-over-year increase, with monthly recurring revenues rising by 10%, indicating strong market demand and business expansion potential.
- Record Bookings: Annualized gross bookings reached $1.6 billion for 2025, a 27% year-over-year increase, with Q4 bookings at $474 million, up 42% from the previous year, laying a solid foundation for future revenue growth.
- AI-Driven Transactions: Approximately 60% of large deals in Q4 were driven by AI workloads, up from 50% earlier in the year, indicating accelerating enterprise demand for AI solutions, a trend expected to continue.
- Optimistic Outlook: Management anticipates total revenue growth of 9% to 10% for 2026, with adjusted EBITDA margins projected to improve to 51%, highlighting the company's central role in AI infrastructure development and ongoing profitability.
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Analyst Views on EQIX
Wall Street analysts forecast EQIX stock price to rise
18 Analyst Rating
16 Buy
2 Hold
0 Sell
Strong Buy
Current: 957.870
Low
785.00
Averages
959.25
High
1218
Current: 957.870
Low
785.00
Averages
959.25
High
1218
About EQIX
Equinix, Inc. is a digital infrastructure company. The Company's platform, Equinix, combines a global footprint of International Business Exchange (IBX) and xScale data centers in the Americas, Asia-Pacific, and Europe, the Middle East and Africa (EMEA) regions, interconnection solutions, digital offerings, business and digital ecosystems and consulting and support. It offers a variety of enabling solutions that support a customer's need to implement, operate and maintain its colocated deployments. Its solutions include Equinix SmartView, Equinix Smart Hands, and Equinix Smart Build (ESB). Equinix SmartView is fully integrated monitoring software that provides customers visibility into the operating data relevant to their specific Equinix footprint. Its interconnection solutions connect businesses directly within and between its data centers across its global platform. Its interconnection solutions include Equinix Fabric, Equinix Fabric Cloud Router, Cross Connects, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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