earnings
confidence high
sentiment positive
materiality 0.80
Digital Realty posts record $108M bookings, raises FY2026 Core FFO guidance to $8.15-8.20
DIGITAL REALTY TRUST, INC.
- Record 0-1MW + interconnection bookings of $108M, up 21% YoY; total bookings $208.5M at DLR share.
- Raised FY2026 guidance: Core FFO per share (excl promote) to $8.15-8.20, revenue to $6.85-6.95B, cash renewal spreads to 9-11%.
- Signed two hyperscale leases post-quarter for $410M at 100% share ($205M DLR share).
- Backlog at record $1.9B at 100% share; development capacity up 34% QoQ to ~9 GW.
- Acquiring Columbia Capital for $9B AUM, expected H2 2026; fee income up 38% YoY (excl promote).