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Digital Realty Trust (DLR) investor relations material

Digital Realty Trust Citi’s Miami Global Property CEO Conference 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Citi’s Miami Global Property CEO Conference 2026 summary3 Mar, 2026

Opening remarks and strategic positioning

  • Supports nearly 6,000 customers globally, focusing on digital transformation, cloud, and AI infrastructure needs.

  • Positioned at the forefront of multiple secular demand tailwinds, including digital transformation and cloud globalization.

  • Market for customers is growing at nearly 30%, with AI demand still in early stages.

  • Offers a full product spectrum from enterprise colocation to hyperscale solutions.

  • Achieved 9% constant currency bottom-line growth, with guidance near 8% and record backlog.

Sales momentum and growth drivers

  • Achieved 35% more new signings in enterprise colocation year-over-year, with increased productivity.

  • Targeting to double annual signings in the under 1 MW category to $400 million.

  • Selectively pursues hyperscale deals in markets where it has a competitive edge.

  • Large capacity blocks are being aligned with customer needs, especially in North America and globally.

  • Diversity of hyperscale demand and international growth, especially in EMEA and Latin America.

Capacity, supply, and funding strategy

  • 2026 and 2027 capacity blocks are highly sought after, with significant projects in major U.S. and international markets.

  • Owns 3 GW of operating capacity, with 5 GW more under construction or near delivery, all with secured power paths.

  • Strategic pivot to private capital and fund management, including a $3.25 billion equity data center fund.

  • Shares development risk and capital load with private partners, accelerating growth and monetization.

  • Focus on recycling stabilized assets and moving toward a fund management model for future growth.

Fund strategy's long-term ownership impact
Hyperscale contract renegotiation drivers?
Under 1MW growth levers beyond organic sales?
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Next Digital Realty Trust earnings date

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Q1 202623 Apr, 2026
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Q1 202623 Apr, 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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