NASDAQ$EQIX

Equinix Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Equinix demonstrated revenue growth for 75th consecutive quarter, driven by digitization of business models.

Equinix reported a 10% increase in quarterly revenues compared to the same quarter last year, reaching $1.675 billion. Net income attributable to Equinix was $152 million, a 123% increase over the previous quarter. The company closed the GPX India acquisition and expanded its xScale program with a new joint venture in Australia.

  • Revenues increased 10% year over year to $1.675 billion.
  • Record channel bookings accounted for more than 35% of total bookings.
  • Interconnection revenues continued to outpace colocation revenues.
  • Closed the GPX India acquisition and expanded xScale program.

Headline financials

Total Revenue

$1.68B

Previous: $1.52B+10.2%
EPS (adj)

$6.94

Previous: $6.48+7.1%
Adjusted Funds From Operations

$628M

Previous: $580M+8.4%
Worldwide Interconnections

414.0K

No prior period
Capital Expenditures

-$2.13B

Previous: -$1.57B-35.4%
Free Cash Flow

-$1.98B

Previous: -$1.51B-31.3%
Net Income

$152M

Previous: $66.7M+128.3%
Operating Income

$282M

Previous: $288M-2.2%
Gross Profit

$790M

Previous: $752M+5.0%
Cash & Equivalents

$1.38B

Previous: $2.65B-47.9%
Total Assets

$27.8B

Previous: $26.4B+5.1%
Stock-Based Comp

$94.7M

Previous: $75.2M+25.9%

Revenue & EPS history

Equinix · Revenue · Quarterly

$1.68B

Q3 2021+10.2%vs Q3 2020
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

Revenue by segment

Equinix · $1.56B total across 4 segments · Q3 2021

  • Colocation
    $1.16B+7.9%
  • Interconnection
    $291M+11.6%
  • Managed Infrastructure
    $96.3M+17.1%
  • Other
    $12M+16.2%

Forward guidance

For the fourth quarter of 2021, the Company expects revenues to range between $1.685 and $1.705 billion and Adjusted EBITDA is expected to range between $762 and $782 million.

Tailwinds

  • Revenues are expected to range between $1.685 and $1.705 billion.
  • Revenue is expected to increase 1 - 2% compared to the prior quarter
  • Expects the largest ever normalized step-up in recurring revenues in Q4
  • Adjusted EBITDA is expected to range between $762 and $782 million.
  • Recurring capital expenditures are expected to range between $75 and $85 million.

Headwinds

  • Includes a $5 million negative foreign currency impact when compared to the average FX rates in Q3 2021.
  • Expects a sequential decrease of non-recurring revenues by approximately $12 million.
  • Adjusted EBITDA includes a $2 million negative foreign currency impact when compared to the average FX rates in Q3 2021
  • Adjusted EBITDA includes $7 million of integration costs from acquisitions.
  • Full impact of the COVID-19 pandemic on the company's financial condition or results of operations remains uncertain

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 Q3 2021

Historical avgQ3 2021

+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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