NYSE$DBRG

DigitalBridge Group Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

DigitalBridge's financial performance was marked by growth in fee revenues and fee-related earnings, driven by the scaling of its AI infrastructure investment platform.

DigitalBridge reported Q3 2024 total revenues of $76 million, a GAAP net loss attributable to common stockholders of $1 million, or $0.01 per share, and Distributable Earnings of $11 million, or $0.06 per share.

  • Management Fee Revenues increased 16% year-over-year, driven by higher FEEUM.
  • Fee-Related Earnings (FRE) increased 42% year-over-year, with margins expanding to 34%.
  • The company is set to exceed its $7 billion annual fundraising target, with $6.1 billion in committed FEEUM YTD.
  • Continued active deployment across AI infrastructure ecosystem with investments in data center and tower verticals.

Headline financials

Total Revenue

$76.1M

Previous: $477M-84.0%
EPS

-$0.01

Previous: $1.39-100.7%
FEEUM

$34.1B

Previous: $29.9B+14.0%
Capital Expenditures

-$3.31M

No prior period
Free Cash Flow

$10.5M

Previous: $276M-96.2%
Net Income

$13.8M

Previous: $276M-95.0%
Operating Income

$40.7M

Previous: $231M-82.3%
Gross Profit

$76.1M

Previous: $383M-80.1%
Cash & Equivalents

$294M

Previous: $539M-45.3%
Total Assets

$3.54B

Previous: $6.87B-48.4%
Stock-Based Comp

$8.76M

Previous: $15M-41.7%

Revenue & EPS history

DigitalBridge · Revenue · Quarterly

$76.1M

Q3 2024-84%vs Q3 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

DigitalBridge · $197M total across 3 segments · Q3 2023

  • Carried interest allocation
    $169M
  • Principal investment income
    $17.9M
  • Other income
    $10.6M+362.3%

Forward guidance

DigitalBridge anticipates that the timing and composition of capital formation will shift some of their recurring fee impact into 2025.

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 2024

Historical avgQ3 2024

-1.8%

Avg return

Earnings day

-3.0%

Avg return

5 days after

-0.8%

Avg return

30 days after

44%

17 / 39 earnings

Positive

+16.7%

Q2 2020

Best reaction

-22.9%

Q4 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.2%-0.3%+0.6%
Q4 2025+0.4%+0.7%+0.2%
Q3 2025-2.5%-7.0%-23.5%
Q1 2025+4.5%+4.6%+31.7%
Q4 2024+14.0%+6.4%-14.1%
Q3 2024-20.4%-18.7%-16.5%
Q2 2024+4.4%-2.3%-7.6%
Q1 2024-17.2%-13.8%-19.7%
Q4 2023-9.2%-5.3%-3.7%
Q3 2023+2.3%+0.9%+10.5%
Q2 2023+5.1%+6.7%+9.0%
Q1 2023-9.0%-4.0%+9.7%
Q4 2022-10.1%-9.2%-21.2%
Q3 2022-4.6%-8.0%+9.7%
Q2 2022-0.5%-1.8%-18.2%
Q1 2022-7.1%-22.6%-19.9%
Q4 2021+4.8%+6.6%+4.9%
Q3 2021+6.8%+11.9%+13.6%
Q2 2021+2.3%+4.5%+0.4%
Q1 2021-0.3%-7.3%+4.3%
Q4 2020-3.1%-2.6%+2.0%
Q3 2020+0.3%+6.1%+27.8%
Q2 2020+16.7%+29.3%+38.4%
Q1 2020-14.8%-26.7%+41.0%
Q4 2019+6.7%+2.2%-45.0%
Q3 2019-7.8%-11.5%-12.2%
Q2 2019-13.0%-17.0%-5.1%
Q1 2019-0.6%+2.0%+3.0%
Q4 2018-4.3%-4.3%-4.3%
Q3 2018+5.7%+5.4%+5.0%
Q2 2018+0.0%+0.0%+0.0%
Q1 2018-5.0%-5.5%-8.3%
Q4 2017-22.9%-24.7%-27.8%
Q3 2017+2.9%+0.9%-1.4%
Q2 2017-0.1%-5.7%-9.6%
Q1 2017+0.5%+0.5%+8.0%
Q4 2016+1.7%-4.3%-10.0%
Q3 2016+2.0%-0.9%+8.2%
Q2 2016-0.2%-1.1%+9.0%
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro