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Digital Realty Trust (DLR) investor relations material
Digital Realty Trust Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary23 Oct, 2025
Executive summary
Achieved record Core FFO per share of $1.89 in 3Q25, up 13% year-over-year, with strong AFFO and adjusted EBITDA growth, and double-digit revenue growth driven by robust demand, AI/cloud trends, and innovative initiatives.
Added 156 new customers, launched a quantum-AI data center in NYC, and formed major partnerships, while maintaining a strong liquidity position with ~$7B and over $15B in JV/fund capital for hyperscale development.
Completed significant capital markets and joint venture transactions, including a $3B U.S. Hyperscale Data Center Fund and multiple joint ventures in Europe and Asia.
Sustainability initiatives advanced, including EcoVadis Gold rating, 1.7 GW contracted renewable energy, and $7.2B in green bonds issued.
Pruned non-core facilities for $90 million and redeployed $67 million into land for development.
Financial highlights
Core FFO per share reached $1.89, a 13% increase year-over-year; constant currency core FFO per share was $1.85, up 11%.
Adjusted EBITDA grew 14% year-over-year to $868 million; AFFO per share up 16%.
Data center revenue increased 9–10% year-over-year; same capital cash NOI up 8%.
Bookings totaled $201 million at 100% share, with a backlog of $852 million in annualized GAAP base rent.
Net income for 3Q25 was $64 million; FFO per share was $1.65, up from $1.55 in 3Q24.
Outlook and guidance
Raised full-year 2025 core FFO guidance to $7.32–$7.38 per share; constant currency core FFO guidance increased to $7.25–$7.30.
2025 revenue guidance raised to $6.025–$6.075 billion, with Adjusted EBITDA expected at $3.3–$3.35 billion.
Rental rates on renewal leases projected to increase 4–6% on a cash basis and 6–8% on a GAAP basis.
Expecting 10% year-over-year core FFO per share growth at the new midpoint.
Anticipate higher CapEx in 2026, with a focus on new capacity and large-scale projects.
Monetization strategy for 3.7GW development capacity
Mitigate risk from top customer lease expirations
Capital allocation strategy for 11.6% yield development
DLR's AI strategy for latency-sensitive workloads
Future CapEx funding mix for 5GW capacity
DLR's retrofit strategy for high-density AI
Outlook for 2026 FFO growth drivers?
How is DLR addressing latency-sensitive AI?
Funding strategy for future large-scale CapEx?
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Next Digital Realty Trust earnings date
Q4 202520 Feb, 2026
Next Digital Realty Trust earnings date
Q4 202520 Feb, 2026
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Frequently asked questions
Digital Realty is one of the largest data center real estate investment trust in the world and a leading global provider of trusted data center and colocation services. Digital Realty's scale, local market presence and leading-edge platform make it unique with the ability to address complex enterprise IT requirements for the colocation, managed hosting and interconnection space.
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