Bookings MomentumBookings grew 25% y/y, interconnection net adds were at a multi-year high, xScale is nearing a major lease in Atlanta, and opex efficiencies are being delivered.
Demand And Pricing PowerEQIX has a high-quality portfolio, its competitive moat via connectivity is a differentiator and its pricing power, bookings trends, large development pipeline, xScale ramp, and incremental AI demand are positives.
Earnings GrowthEQIX delivered 3Q AFFOps upside and lifted 2025 guidance with multiple positive underlying trends.