Earnings And GuidanceQuarterly results exceeded expectations and company guidance suggests potential upside in core funds from operations per share, supporting confidence in cash-flow growth.
Enterprise And Small-customer DemandRecord bookings in small-customer and interconnection segments, together with growing enterprise adoption of AI workloads, indicate broad-based demand that should sustain leasing momentum and backlog conversion.
Pricing And Renewal SpreadsRising data-center pricing and higher renewal rental rates are expected to lift lease renewal spreads and support stronger revenue per lease.