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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Equinix
Equinix (EQIX) investor relations material
Equinix Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary28 Oct, 2026
Executive summary
Record annualized gross bookings reached $533M, up 35% YoY; MRR grew at a double-digit rate for the fourth consecutive quarter.
More than 25,000 transactions spanned 3,200+ customers, with no customer exceeding 2.5% of revenue.
Strong demand and operating results supported a third consecutive quarterly increase to FY26 guidance and accelerated capacity plans.
Financial highlights
Q3 revenue was $2.571B, up 11% reported and 12% normalized, constant currency YoY; recurring revenue was $2.442B.
Adjusted EBITDA was $1.321B, up 15% reported and 14% normalized, constant currency; margin was 51.4%, up 180 bps YoY.
Net income was $489M, up 31% YoY; diluted EPS was $4.93 versus $3.81.
AFFO was $1.156B and diluted AFFO per share was $11.64; per-share growth was 20% reported, 18% including atNorth, and 12% normalized excluding atNorth.
Churn was 1.7%; new-deal pricing increased 12% YoY.
Outlook and guidance
FY26 revenue guidance is $10.325B–$10.365B, with ~12% YoY growth; underlying guidance increased $100M.
FY26 adjusted EBITDA guidance is $5.290B–$5.330B at ~51% margin, up $70M; AFFO guidance rose $90M to $4.340B–$4.380B.
FY26 diluted AFFO per share guidance is $43.71–$44.11, with 11%–12% normalized, constant-currency growth; guidance includes a $31M atNorth contribution.
Q4 revenue guidance is $2.684B–$2.724B, up 11%–13% reported or 12%–13% normalized, constant currency; adjusted EBITDA is $1.328B–$1.368B at 49%–50% margin.
FY26 total capital expenditures are expected at $5B–$6B, excluding xScale and real estate acquisitions.
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Latest events from Equinix
- AI and interconnection demand are accelerating growth, with major expansion planned through 2029.EQIX
RBC Capital Markets 2026 Global Communications and Infrastructure Conference - Surging AI-driven demand is fueling record data center investment and operational transformation.EQIXBofA NY Global Real Estate Conference 2026
- AI adoption, ecosystem density, and flexible interconnection drive growth and innovation.EQIXBarclays 24th Annual Global Financial Services Conference
- Enterprise AI infrastructure is evolving rapidly, with durable demand and a focus on sustainable, orchestrated growth.EQIXThe Six Five Summit: AI Unleashed 2026
- Global data center expansion is driven by long-term planning, power access, and labor management.EQIXTD Cowen 12th Annual Communications Infrastructure Summit
- Raised growth guidance, facility innovation, and interconnection expansion drive future strategy.EQIXTechnology Leadership Forum 2026
- 2026 revenue and AFFO guidance raised on strong bookings, expansion, and sustainability progress.EQIXInvestor presentation
- Q2 2026 saw 16% revenue growth, record interconnections, and raised guidance on robust demand.EQIXQ2 2026
- Aggressive investment and AI-focused growth strategies target global expansion and operational excellence.EQIXGlobal Communications Infrastructure Conference
Next Equinix earnings date
Q4 202610 Feb, 2027
Equinix
Next Equinix earnings date
Q4 202610 Feb, 2027
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Frequently asked questions
The global data center provider
Equinix is a global data center and interconnection company that provides data center services to businesses across a range of industries. The company's solutions enable businesses to connect and interconnect with each other, facilitating the exchange of digital information and data.
Some of Equinx’s main competitors include Digital Realty Trust, NetApp, and Iron Mountain.
Operates more than 200 data centers worldwide
Equinix was founded in 1998 and is headquartered in Redwood City, California. The company operates in over 50 markets across five continents and has more than 200 data centers worldwide.
Equinix is committed to sustainability and has set ambitious goals to reduce its carbon footprint, including achieving 100% renewable energy for its global platform by 2030.
Interesting facts about Equinix
An interesting fact about Equinix is that it has made a number of strategic acquisitions to expand its global reach and capabilities, including the acquisition of TelecityGroup, one of the leading data center providers in Europe. Additionally, Equinix is involved in a range of industry associations and initiatives, including the Open Compute Project and the Green Grid.