NASDAQ$EQIX

Equinix Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Equinix Q1 2024 earnings were reported, demonstrating revenue growth and strategic investments.

Equinix reported a strong start to 2024 with Q1 revenues exceeding $2.1 billion, marking 85 consecutive quarters of top-line revenue growth. The company saw a 6% increase in revenue compared to the same quarter last year, driven by strong demand and strategic investments in its global footprint.

  • Revenues reached $2.13 billion, a 1% increase over the previous quarter.
  • Operating income was $364 million, a 5% increase over the previous quarter, with a 17% operating margin.
  • AFFO reached $843 million, a 22% increase over the previous quarter.
  • The company pre-leased an additional 48 megawatts of xScale capacity since the last earnings call.

Headline financials

Total Revenue

$2.13B

Previous: $2B+6.4%
EPS

$2.43

Previous: $8.59-71.7%
Adjusted Funds From Operations

$843M

Previous: $802M+5.1%
Funds From Operations

$553M

No prior period
Worldwide Interconnections

368.0M

No prior period
Capital Expenditures

-$724M

Previous: -$570M-27.0%
Free Cash Flow

-$493M

Previous: -$311M-58.4%
Net Income

$231M

Previous: $259M-10.7%
Operating Income

$364M

Previous: $384M-5.2%
Gross Profit

$1.04B

Previous: $992M+4.4%
Cash & Equivalents

$1.53B

Previous: $2.64B-42.2%
Total Assets

$31.9B

Previous: $31.3B+2.1%
Stock-Based Comp

$101M

Previous: $99M+2.0%

Revenue & EPS history

Equinix · Revenue · Quarterly

$2.13B

Q1 2024+6.4%vs Q1 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Equinix · $1.96B total across 4 segments · Q3 2023

  • Colocation
    $1.46B+13.0%
  • Interconnection
    $353M+10.8%
  • Managed Infrastructure
    $114M+10.9%
  • Other
    $30.5M-2.7%

Forward guidance

For Q2 2024, Equinix expects revenues to range between $2.148 and $2.168 billion. Total revenues for the full year 2024 are expected to range between $8.692 and $8.792 billion. Adjusted EBITDA is expected to range between $4.044 and $4.124 billion, and AFFO is expected to range between $3.290 and $3.370 billion.

Tailwinds

  • Revenue to range between $2.148 and $2.168 billion for Q2 2024.
  • Adjusted EBITDA to range between $1.019 and $1.039 billion for Q2 2024.
  • Total revenues are expected to range between $8.692 and $8.792 billion for the full year 2024.
  • Adjusted EBITDA is expected to range between $4.044 and $4.124 billion for the full year 2024.
  • AFFO is expected to range between $3.290 and $3.370 billion for the full year 2024.

Headwinds

  • Q2 2024 revenue guidance includes a $7 million negative foreign currency impact.
  • Q2 2024 adjusted EBITDA guidance includes a $4 million negative foreign currency impact and $6 million of integration costs.
  • Full year revenue guidance is offset by a $101 million negative foreign currency impact.
  • Full year adjusted EBITDA guidance is offset by a $50 million negative foreign currency impact.
  • Full year AFFO guidance is offset by a $36 million negative foreign currency impact.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+1.2%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+1.6%

Avg return

30 days after

57%

39 / 69 earnings

Positive

+14.6%

Q1 2012

Best reaction

-6.6%

Q4 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.1%-1.0%-2.0%
Q4 2025+10.4%+9.7%+11.8%
Q3 2025+4.6%+4.0%-5.6%
Q2 2025-1.5%-2.3%-1.4%
Q1 2025+0.1%+1.7%+3.3%
Q4 2024-1.3%-0.4%-10.4%
Q3 2024+0.2%-1.1%+8.3%
Q2 2024+3.2%+4.4%+4.3%
Q1 2024+8.5%+9.1%+5.8%
Q4 2023+5.1%+2.8%+2.1%
Q3 2023+2.2%+1.6%+12.9%
Q2 2023-5.7%-3.8%-3.4%
Q1 2023+3.7%+5.3%+7.7%
Q4 2022-0.9%-1.6%-5.2%
Q3 2022+5.6%+9.4%+24.7%
Q2 2022+10.8%+8.2%+4.5%
Q1 2022+2.3%-5.0%-6.2%
Q4 2021+2.7%+2.9%+8.7%
Q3 2021-4.0%-6.0%-5.1%
Q2 2021-6.6%-2.7%-2.0%
Q1 2021-1.1%-0.4%+3.2%
Q4 2020-4.4%-5.4%-11.0%
Q3 2020-4.2%-4.5%-9.4%
Q2 2020+3.4%+3.5%+4.6%
Q1 2020-1.6%-1.2%-1.9%
Q4 2019+3.6%+5.7%+1.2%
Q3 2019-0.1%-4.3%-0.1%
Q2 2019+4.8%+2.8%+11.5%
Q1 2019+2.3%+5.2%+6.8%
Q4 2018+5.8%+6.0%+11.1%
Q3 2018+3.6%+4.6%+1.7%
Q2 2018-0.6%-1.6%-3.8%
Q1 2018-5.9%-6.8%-5.6%
Q4 2017-6.6%-7.6%-3.8%
Q3 2017+5.4%+6.1%+1.2%
Q2 2017-0.8%-2.0%+2.8%
Q1 2017+1.1%+3.4%+8.5%
Q4 2016-2.5%-2.2%-1.8%
Q3 2016-2.6%+0.7%-4.9%
Q2 2016-0.6%-2.5%-0.5%
Q1 2016-0.6%
Q4 2015+3.0%
Q3 2015-1.1%
Q2 2015+1.2%
Q1 2015+3.9%
Q4 2014+2.8%
Q3 2014+7.4%
Q2 2014-0.3%
Q1 2014+2.0%
Q4 2013-3.1%
Q3 2013+4.2%
Q2 2013-4.9%
Q1 2013-2.7%
Q4 2012+5.3%
Q3 2012+5.2%
Q2 2012+12.5%
Q1 2012+14.6%
Q4 2011+2.0%
Q3 2011-5.4%
Q2 2011-1.5%
Q1 2010-0.4%
Q1 2011+1.5%
Q4 2010+0.2%
Q4 2008+0.2%
Q3 2010+0.0%
Q3 2009+0.0%
Q2 2010-0.0%
Q4 2009-0.0%
Q2 2009-0.0%

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