The earnings call presented a generally positive outlook with strong fee revenue growth, successful fundraising, and significant strategic investments. However, the realization of a loss and carried interest reversal slightly offset these achievements.

Company Guidance -

Q3 2025

During the second quarter of 2025, DigitalBridge Group, Inc. provided robust guidance and key metrics reflecting their strategic progress. The company reported an 8% year-over-year increase in fee revenue, primarily driven by organic growth in their flagship fund series, contributing to a 23% rise in fee-related earnings as margins expanded. They successfully raised $1.3 billion in the quarter, bringing their year-to-date fundraising total to $2.5 billion, making significant strides towards their $40 billion Fee-Earning Equity Under Management (FEEUM) target for the year. Furthermore, DigitalBridge is deploying over $50 billion in capital over the next few years, focusing on contracted data center projects, with a current pipeline of over 5.4 gigawatts, up 50% from the prior year. The company's co-investment program also showed strong performance, with fee rates 30% higher year-to-date, averaging 60 basis points. DigitalBridge expects to exceed its $40 billion FEEUM target for 2025, driven by strong capital formation and strategic investments in digital infrastructure, particularly in AI and power solutions.

Fee Revenue and Earnings Growth

DigitalBridge delivered an 8% year-over-year growth in fee revenue, driving a 23% increase in fee-related earnings as margins continued to expand.

Strong Fundraising Performance

The company raised $1.3 billion in the quarter, bringing the year-to-date total to $2.5 billion, making progress towards their $40 billion FEEUM target for the year.

Significant Investment Pipeline

DigitalBridge has a pipeline of over 5.4 gigawatts, up 50% over the prior year, with plans to put $50-plus billion to work in contracted data center projects.

Strategic Acquisitions and Partnerships

Key acquisitions and partnerships include the addition of Yondr in hyperscale data centers and Takanock in digital power strategy.

Increased Demand from AI and Cloud

Demand from AI and hyperscale cloud providers is driving a leasing pipeline increase of over 50%, with a power bank now standing at nearly 21 gigawatts.

DigitalBridge Group (DBRG) Earnings, Revenues Date & History

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DBRG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 31, 2025	2025 (Q3)	0.01 / -	-0.01	―	―	―
Aug 07, 2025	2025 (Q2)	0.02 / 0.10	0.44	-77.27% (-0.34)
May 01, 2025	2025 (Q1)	-0.07 / -0.01	-0.28	96.43% (+0.27)
Feb 20, 2025	2024 (Q4)	-0.03 / -0.12	0.61	-119.67% (-0.73)
Nov 01, 2024	2024 (Q3)	0.06 / -0.01	1.6	-100.63% (-1.61)
Aug 07, 2024	2024 (Q2)	-0.04 / 0.44	-0.14	414.29% (+0.58)
Apr 30, 2024	2024 (Q1)	<0.01 / -0.28	-1.34	79.10% (+1.06)
Feb 20, 2024	2023 (Q4)	-0.11 / 0.61	-0.12	608.33% (+0.73)
Nov 01, 2023	2023 (Q3)	-0.22 / 1.60	-0.39	510.26% (+1.99)
Aug 04, 2023	2023 (Q2)	-0.25 / -0.14	-0.24	41.67% (+0.10)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DBRG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$10.41	$10.27	-1.34%
May 01, 2025	$8.39	$8.73	+4.05%
Feb 20, 2025	$10.73	$12.21	+13.79%
Nov 01, 2024	$15.64	$13.37	-14.51%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.