Equinix, Inc. (NASDAQ:EQIX) Q2 2023 Earnings Conference Call August 2, 2023 5:30 PM ET Company Participants Chip Newcom - Senior Director, Investor Relations Charles Meyers - Chief Executive Officer Keith Taylor - Chief Financial Officer Conference Call Participants Ari Klein - BMO Capital Markets Michael Rollins - Citigroup Jonathan Atkin - RBC Capital Markets Simon Flannery - Morgan Stanley Eric Luebchow - Wells Fargo David Barden - Bank of America Brett Feldman - Goldman Sachs Matt Niknam - Deutsche ...

公司业务概况 - 公司提供全球、供应商中立的数据中心、互联和边缘解决方案平台，拥有248个IBX数据中心，覆盖71个市场[90] - 公司的机柜利用率分别为82%和80%，持续监控市场可用容量，以确定未来扩张需求[91] 营收模型 - 公司的营收模型主要基于固定和循环收入，过去三年中，90%以上的月循环收入预订来自现有客户，最大客户占约3%的循环收入[94] 财务成本 - 营业成本主要包括成本、销售和营销费用以及一般和行政费用，其中大部分成本是固定的，但也有一些变动成本与客户增长直接相关[95] 税务情况 - 公司选择以房地产投资信托(REIT)的形式纳税，可以从向股东支付的股息中扣除，但TRSs的收入仍受到美国联邦和州公司所得税的影响[96] - 公司于2023年3月支付了每股3.41美元的季度现金股息，预计2023年所有季度分配的金额将至少等于REIT在2023年认可的可征税收入[98] 地区营收情况 - 2023年第一季度，美洲地区的营收增长了8200万美元，增长了10%（11%按恒定汇率计算）[105] - 2023年第一季度，欧洲、中东和非洲（EMEA）地区的营收增长了1.407亿美元，增长了26%（32%按恒定汇率计算）[106] - 2023年第一季度，亚太地区的营收增长了4.11亿美元，增长了11%（16%按恒定汇率计算）[107] 财务表现 - 2023年3月31日，公司的净利润为25.87亿美元，较2022年同期的14.77亿美元增长[124] - 2023年3月31日，公司的调整后EBITDA为9.44亿美元，较2022年同期的7.99亿美元增长[124] - 公司使用非GAAP财务指标FFO和AFFO评估经营业绩[125] - 2023年3月31日，公司的FFO为5.48亿美元，较2022年同期的4.33亿美元增长[127] - 2023年3月31日，公司的AFFO为8.02亿美元，较2022年同期的6.53亿美元增长[127] 资金情况 - 截至2023年3月31日，Equinix的主要流动性来源是26亿美元的现金及现金等价物[129] - 2023年第一季度，Equinix的经营活动提供的净现金为691,408,000美元，较2022年同期增加了110,285,000美元[130] - Equinix的投资活动中，2023年第一季度净现金使用增加了263,377,000美元，主要由于资本支出增加、出售资产净额减少和房地产收购增加[132]

Equinix, Inc. (NASDAQ:EQIX) Q1 2023 Earnings Conference Call May 3, 2023 5:30 PM ET Company Participants Charles Meyers – Chief Executive Officer Keith Taylor – Chief Financial Officer Conference Call Participants Matt Niknam – Deutsche Bank Jon Atkin – RBC Nick Del Deo – MoffettNathanson Simon Flannery – Morgan Stanley David Barden – Bank of America Michael Elias – TD Cowen Michael Rollins – Citi Brett Feldman – Goldman Sachs Operator Good afternoon, and welcome to today's conference call. Before we get s ...

宏观环境风险 - 公司面临的宏观环境风险包括全球经济通货膨胀、利率上升和不利的全球经济状况[8] 运营风险 - 公司的运营风险包括信息技术安全漏洞可能导致业务中断和对业务、运营和财务状况产生重大不利影响[10] 扩张计划风险 - 公司的扩张计划风险包括新IBX数据中心建设或扩建可能对业务带来重大风险[17] 财务结果风险 - 公司的财务结果风险包括运营结果可能波动、可能发生商誉和其他无形资产减值损失[16] 资本需求和资本战略风险 - 公司的资本需求和资本战略风险包括大额债务可能对现金流产生不利影响和限制筹集额外资本的灵活性[20]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-40205 EQUINIX, INC. (Exact name of registrant as specified in its charter) Delaware 77-0487526 (State of incorporation) (I.R.S. Employe ...

Equinix, Inc. (NASDAQ:EQIX) Q3 2022 Earnings Conference Call November 2, 2022 5:30 PM ET Company Participants Katrina Rymill - SVP, Corporate Finance and Sustainability Charles Meyers - President, CEO & Director Keith Taylor - CFO Conference Call Participants Jonathan Atkin - RBC Capital Markets Simon Flannery - Morgan Stanley Michael Rollins - Citigroup Aryeh Klein - BMO Capital Markets Sami Badri - Credit Suisse. Matthew Niknam - Deutsche Bank Operator Good afternoon, and welcome to the Equinix Third Quar ...

Q3 2022 Earnings Conference Call NASDAQ: EQIX E Q U I N I X Presented on November 2, 2022 © 2022 Equinix.com1 Public Disclosure Statement Forward-Looking Statements Except for historical information, this presentation contains forward-looking statements which include words such as "believe," "anticipate," and "expect". These forward-looking statements involve risks and uncertainties that may cause Equinix's actual results to differ materially from the expectations discussed in such forward-looking statement ...

Q2 2022 Earnings Conference Call NASDAQ: EQIX Presented on July 27, 2022 E Q U I N I X © 2022 Equinix.com1 Public Disclosure Statement Forward-Looking Statements Except for historical information, this presentation contains forward-looking statements which include words such as "believe," "anticipate," and "expect". These forward-looking statements involve risks and uncertainties that may cause Equinix's actual results to differ materially from the expectations discussed in such forward-looking statements. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-40205 EQUINIX, INC. (Exact name of registrant as specified in its charter) Delaware 77-0487526 (State of incorporation) (I.R.S. Employer Ide ...

Equinix, Inc. (NASDAQ:EQIX) Q2 2022 Earnings Conference Call July 27, 2022 5:30 PM ET Company Participants Chip Newcom - Director, IR Charles Meyers - President, CEO & Director Keith Taylor - CFO Conference Call Participants Matthew Niknam - Deutsche Bank Aryeh Klein - BMO Capital Markets David Barden - Bank of America Merrill Lynch Michael Rollins - Citigroup Jonathan Atkin - RBC Capital Markets Frank Louthan - Raymond James & Associates Operator Good afternoon, and welcome to the Equinix Second Quarter Ea ...