Equinix Inc

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  • uploads///Chart  Rating
    Earnings Report

    Equinix Has 88% ‘Buy’ Ratings ahead of Its Q3 2018 Earnings

    On October 23, eight of the 25 analysts gave EQIX a “strong buy” rating, 14 gave it a “buy” rating, and the remaining three gave the stock a “hold.”

    By Anirudha Bhagat
  • uploads///Chart  Valuation
    Earnings Report

    Equinix Trades at a Premium Valuation against Its Peers

    Equinix (EQIX) has a TTM price-to-AFFO ratio of 20.2x.

    By Anirudha Bhagat
  • uploads///Chart  Data Centers
    Earnings Report

    Acquisitions Are Key Growth Drivers for Equinix’s Q3 Revenues

    Equinix’s 2017 acquisition of 29 Verizon (VZ) data centers contributed $133.0 million to its second-quarter revenues of $1.26 billion.

    By Anirudha Bhagat
  • uploads///Chart  Data Generation
    Earnings Report

    Emerging Tech Trends Driving Demand for Equinix’s Data Centers

    The worldwide data center colocation market is expected to reach $62.3 billion by 2022 from $31.52 billion in 2017, representing a CAGR of 14.6%.

    By Anirudha Bhagat
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    Earnings Report

    Could Higher Interest, Competition Hurt Equinix’s Q3 AFFO?

    Equinix (EQIX) plans to release its Q3 2018 earnings on November 1. Analysts expect its Q3 revenues to rise ~11% YoY to $1.28 billion.

    By Anirudha Bhagat
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    Company & Industry Overviews

    Equinix’s Latest Performance and Future Projections

    Equinix’s (EQIX) revenue rose at a four-year CAGR (compound annual growth rate) of 19% to $4.4 billion in 2017.

    By Amanda Lawrence
  • uploads///Valuation
    Earnings Report

    Equinix’s Valuation and Analysts’ Ratings

    For Equinix, eight out of 20 analysts recommended a “strong buy,” 14 recommended a “buy,” and two recommended a “hold.”

    By Anirudha Bhagat
  • uploads///Dividend
    Earnings Report

    Equinix Continues to Enhance Shareholders’ Wealth

    On August 8, Equinix (EQIX) declared a regular quarterly cash dividend of $2.28 per share for the third quarter.

    By Anirudha Bhagat
  • uploads///EBITDA
    Earnings Report

    What’s Driving Equinix’s Adjusted Earnings and Margin?

    Equinix’s Q2 2018 adjusted EBITDA of $604 million rose ~19% on a YoY basis and surpassed its own guidance range of $579 million–$589 million.

    By Anirudha Bhagat
  • uploads///Revenue
    Earnings Report

    Equinix’s Demand and Global Expansion Strategies

    Equinix’s (EQIX) second-quarter revenues increased 18% YoY (year-over-year) to $1.262 billion—sequential growth for the 62nd consecutive quarter.

    By Anirudha Bhagat
  • uploads///Feature Image
    Earnings Report

    Equinix’s Second-Quarter Results Beat Analysts’ Expectations

    Equinix reported strong financial results. The company’s top and bottom-line results for the second quarter were ahead of analysts’ estimates.

    By Anirudha Bhagat
  • uploads///Analyst Rating
    Earnings Report

    Why Wall Street Loves Data Center REITs—Including Equinix

    Over the last four months, analysts have maintained their “buy” recommendations on Equinix stock.

    By Anirudha Bhagat
  • uploads///Valuation
    Earnings Report

    Assessing Equinix’s Valuations against Its Competitors

    Based on market capitalization, Equinix is the world’s largest data center REIT with a market value of $35.2 billion.

    By Anirudha Bhagat
  • uploads///Dividend
    Earnings Report

    Equinix to Continue Rewarding Shareholders with Dividend Payments

    In 2015, 2016 and 2017, Equinix paid regular cash dividend per share of $6.76, $7.00 and $8.00, respectively.

    By Anirudha Bhagat
  • uploads///EBITDA Margin
    Earnings Report

    Recurring Revenue Business Model Could Drive EQIX’s Profitability

    Equinix projects adjusted EBITDA for the third quarter of $579.0 million–$589.0 million, which depict a YoY growth in the range of 13.8%–15.7%.

    By Anirudha Bhagat
  • uploads///IDC Data Generation
    Earnings Report

    New Technology Trends Driving Demand for Equinix’s Data Centers

    According to International Data Corporation, the total data generated worldwide is expected to cross 163 zettabytes by 2025 from 16.3 zettabytes in 2016.

    By Anirudha Bhagat
  • uploads///Number of Data Centers
    Earnings Report

    Global Expansion, Buyout Strategies to Aid Equinix’s Q2 Revenues

    Equinix’s expansion strategy has contributed $336.0 million to its first-quarter total revenues of $1.22 billion.

    By Anirudha Bhagat
  • uploads///Article Image
    Earnings Report

    Equinix’s Q2 Earnings: AI, IoT Driving Demand for Data Centers

    Equinix (EQIX) plans to report its Q2 results on August 8. Wall Street expects the global data center operator to post revenues of $1.26 billion.

    By Anirudha Bhagat
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    Company & Industry Overviews

    Verizon’s Big Uptake of Amazon Cloud Signals Cost Focus

    Verizon (VZ) is significantly increasing its use of Amazon’s (AMZN) cloud, with plans to migrate more applications to Amazon Web Services.

    By Ruchi Gupta
  • uploads///Part
    Company & Industry Overviews

    Equinix Is Trading above the Industry Average

    Equinix’s 3Q17 funds from operations stood at $4.97 per share. Its expected FFO was $4.11 for a surprise of ~20.9%.

    By Raina Brown
  • uploads///Dividends
    Company & Industry Overviews

    How Equinix Rewards Its Shareholders

    Equinix (EQIX) announced a dividend of $2.00 per share for 3Q17, leading to a total of $8.00 for 2017 and up from $7.00 in 2016.

    By Raina Brown
  • uploads///Balance sheet
    Company & Industry Overviews

    Equinix: Debt, Balance Sheet, and Capex

    Equinix (EQIX) had capex of $320.0 million in 3Q17, which included recurring capex of $45.0 million.

    By Raina Brown
  • uploads///Overview
    Company & Industry Overviews

    Equinix: A Complete Overview

    Equinix generated an ~30.0% yield on gross property, plant, and equipment on stabilized assets. It generated a ten-year shareholder return of ~18.0%.

    By Raina Brown
  • uploads///Part
    Company & Industry Overviews

    Equinix: Performance in International Markets

    Equinix’s 3Q17 revenues in the Americas rose 12% quarter-over-quarter and 40% year-over-year on an as-reported basis.

    By Raina Brown
  • uploads///AWS revenue growth rate
    Company & Industry Overviews

    Why Amazon Is Partnering with Equinix

    Amazon’s (AMZN) cloud services unit, Amazon Web Services (or AWS), and Equinix (EQIX) have strengthened their partnership.

    By Sophia Nicholson
  • uploads///Dividend Yield of Goldman Sachs Major Stock Picks
    Fund Managers

    A Look at Goldman Sachs’s Current Strategy and Stock Picks

    Goldman Sachs (GS) disclosed a new strategy that could be lucrative in the present investment scenario.

    By Sarah Sands
  • uploads///Real Estates Edgy Performance Due to High Interest Rate Expectations
    Company & Industry Overviews

    The Real Estate Reaction: Gauging the Impact of the Fed’s Rate Hikes

    The rising interest rate is expected to boost the economy in the long run, but it could severely impact sectors like real estate.

    By Mary Sadler
  • uploads///s
    Company & Industry Overviews

    Walmart Launches Online Destination for Last-Minute Shoppers

    The S&P 500 Consumer Staples Sector Index rose 0.49% on December 12. Walmart (WMT) and Mondelez (MDLZ) were the top performers.

    By Val Kensington
  • uploads///US High Yield Bond Fund Flows
    Company & Industry Overviews

    Outflows in High-Yield Funds Fell, Yield on High-Yield Bonds Rose

    Investor flows in high-yield bond funds were negative last week. According to Lipper, the net outflows from high-yield bond funds totaled $0.5 billion.

    By Lynn Noah
  • uploads///zayo
    Earnings Report

    Sales Boost Zayo Group’s Revenue

    Zayo Group has a market cap of $7.02 billion. Zayo Group’s YTD performance is stable. After the earnings report for 4Q15, it fell 0.93% to close at $28.90 per share.

    By Gabriel Kane
  • uploads///Facebook yoy revenue growth rate
    Earnings Report

    Facebook Exceeds Analysts’ Expectations for 2Q15 Earnings

    Facebook (FB) announced its 2Q15 earnings on July 29, 2015. The company reported adjusted EPS of $0.50 and revenue of $4.04 billion, a 39% increase.

    By Matilda James
  • uploads///Chart  Data center REITs
    Company & Industry Overviews

    Technological Advancement Could Boost Data Center REITs

    A data center requires a lot of power to run its operations. As a result, data center REITs rent their space to tenants mainly based on power capacity usage.

    By Peter Barnes
  • uploads///Data center
    Company & Industry Overviews

    Cisco’s Piston Cloud Buyout Is a Means to Enhance Its InterCloud

    According to Cisco, InterCloud now serves over 400 data centers across more than 50 countries.

    By Anne Shields
  • uploads///part
    Fund Managers

    Equinix’s Current High Price-to-Earnings Ratio

    Equinix is trading at a PE ratio more than four times the XLK average and 66% more than its peer sector average. In the last ten years, Equinix stock price has increased by a phenomenal 622%.

    By Adam Rogers
  • uploads///part
    Fund Managers

    What Does Facebook’s High Price-to-Earnings Ratio in May Tell Us?

    In May 2012, Facebook’s stock price was $38, and its PE ratio was 80.0 x. The ratio reached an all-time high of 7,930x, when net income dropped to $53 million that year.

    By Adam Rogers
  • uploads///EQIX
    Fund Managers

    JANA sells stake in Equinix

    JANA Partners sold a significant stake in Equinix (EQIX) during the fourth quarter. The position accounted for 3.38% of the fund’s third-quarter portfolio.

    By Samantha Nielson
  • uploads///CALPERS positions
    Energy & Utilities

    Highlights of CalPERS holdings in 4Q14

    CalPERS noted that it has recovered approximately $900 million to date from settlements related to investment losses sustained during the financial crisis.

    By Samantha Nielson
  • uploads///MON
    Fund Managers

    TPG-Axon raises position with Monsanto

    Monsanto received USDA recommendations for deregulation for both Roundup Ready Xtend soybeans and Bollgard II XtendFlex cotton.

    By Diana Key
  • uploads///GNC
    Fund Managers

    TPG-Axon raises position in GNC Holdings

    In 3Q14, same-store sales—as measured on a product-only basis—decreased 6.9% in domestic company-owned stores, including GNC.com.

    By Diana Key
  • uploads///citi
    Basic Materials

    Why TPG-Axon Capital Management exits its stake in Citigroup

    TPG-Axon exited its position in Citigroup (C). Citigroup accounted for 4.35% of the fund’s first quarter portfolio.

    By Patricia Garner
  • Basic Materials

    Why TPG-Axon Capital Management buys a new stake in Baidu Inc.

    TPG-Axon initiated a brand new position in Baidu Inc. BIDU accounts for 4.17% of the fund’s second quarter portfolio.

    By Patricia Garner
  • Real Estate

    Why AQR Capital increased its position in Apple in 2Q14

    AQR Capital increased its position in Apple from 0.86% in the previous quarter to 1.24% in the fund’s second quarter U.S. long portfolio.

    By Patricia Garner
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    Financials

    Why AQR Capital exits its position in Tableau Software Inc.

    AQR Capital sold a position in Tableau Software Inc. in 2Q14. The company accounted for a 0.0346% position in the fund’s first quarter U.S. long portfolio.

    By Patricia Garner
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    Financials

    Why AQR Capital opens a new position in Equinix

    AQR Capital initiated a new position in Equinix in 2Q14. The company accounts for a 0.221% position in the fund’s second quarter U.S. long portfolio.

    By Patricia Garner
  • uploads///AQRbuysell
    Financials

    Overview: AQR Capital Management’s 2Q14 positions

    AQR Capital Management is an investment management firm. It was founded in 1998. It was founded by former Goldman Sachs portfolio manager Clifford S. Asness.

    By Patricia Garner
  • uploads///MCO
    Financials

    Must-know: Eton Park sells stake in Moody’s

    Eton Park exited a position in Moody’s Corp (MCO) that accounted for 2.7% of the fund’s first quarter portfolio.

    By Samantha Nielson
  • uploads///EQIX
    Healthcare

    Eric Mindich’s Eton Park exits position in Equinix

    Eton Park exited a position in Equinix (EQIX) that accounted for 3.46% of the fund’s first quarter portfolio.

    By Samantha Nielson
  • Healthcare

    Eton Park opens new position in AerCap Holdings

    Eton Park started a new position in AerCap Holdings (AER) that accounts for 1.39% of the fund’s second quarter portfolio.

    By Samantha Nielson
  • uploads///AWI
    Healthcare

    Eton Park starts new position in Armstrong World Industries

    Eton Park started a new position in Armstrong World Industries that accounts for 2.09% of the fund’s second quarter portfolio.

    By Samantha Nielson
  • uploads///EQIX
    Consumer

    Stephen Mandel’s Lone Pine Capital buys a new position in Equinix

    Lone Pine initiated a new position in Equinix (EQIX) last quarter that accounts for 1.81% of the fund’s total 1Q portfolio. Lone Pine had exited the position in 4Q 2013 and restarted it last quarter.

    By Samantha Nielson
  • uploads///HTZ
    Basic Materials

    TPG-Axon Capital Management buys a stake in Hertz Global Holdings

    TPG-Axon opened a new position in Hertz Global Holdings Inc. (HTZ) that accounts for 5.65% of the fund’s 4Q portfolio.

    By Samantha Nielson
  • Real Estate

    Singh’s TPG-Axon Capital Management buys a new stake in Equinix

    Dinakar Singh’s TPG-Axon initiated a new position in Equinix Inc. (EQIX), a global interconnection and data center company, that accounts for 6.09% of the fund’s portfolio.

    By Samantha Nielson
  • Basic Materials

    Assessing Dinakar Singh’s TPG-Axon Capital positions in 4Q13

    TPG-Axon Capital Management LP (or TAC) is a privately owned $4 billion hedge fund firm founded by Dinakar Singh in February 2005.

    By Samantha Nielson
  • uploads///EQIX
    Consumer

    Why did Lone Pine Capital decide to move out of Equinix?

    Lone Pine Capital exited a 1.78% position in Equinix, Inc. in 4Q 2013.

    By Samantha Nielson
  • uploads///ENDP
    Consumer

    Why Lone Pine bought a new position in Endo Health Solutions

    Endo Health Solutions is a 1.26% position initiated by Lone Pine Capital in the 2013 last quarter.

    By Samantha Nielson
  • uploads///SBAC
    Consumer

    Why did Lone Pine Capital buy a stake in SBA Communications?

    SBA Communications Corporation is a 2.11% position initiated by Lone Pine Capital in 4Q 2013.

    By Samantha Nielson
  • uploads///ICE presso
    Consumer

    Why did Lone Pine open a position in IntercontinentalExchange?

    Lone Pine Capital opened a new 2.19% position in IntercontinentalExchange Group, Inc.

    By Samantha Nielson
  • uploads///MSFT hedge
    Consumer

    Why did Lone Pine Capital initiate a new position in Microsoft?

    Microsoft is a brand new 4.91% position initiated by Lone Pine Capital in the fourth quarter of 2013.

    By Samantha Nielson
  • Industrials

    Why did JANA Partners buy a position in Airbus Group?

    JANA didn’t disclose the size of its investment in Airbus Group NV (EADSF), but the fund believes Airbus is the superior opportunity within aerospace.

    By Samantha Nielson
  • uploads///EQIX
    Industrials

    Must-know: Why did JANA Partners open a position in Equinix?

    Equinix Inc. (EQIX) accounted for a 4.33% position, according to JANA’s 3Q 2013 portfolio. The investor letter stated the fund started building its position late in the second quarter.

    By Samantha Nielson
  • uploads///RLGY
    Industrials

    Why did Blue Ridge Capital sell Realogy Holdings in 3Q 2013?

    John Griffin’s Blue Ridge Capital liquidated a 1.63% position in Realogy Holdings, a global leader in real estate franchising, in 3Q 2013.

    By Samantha Nielson
  • uploads///FDO
    Consumer

    Eton Park Capital opens new positions in FDO, STZ, BID, EQIX, Sells NLSN, PCLN – 13F Flash

    In this six-part series, we will go through some of the main positions Eton Park Capital traded this past quarter Eton Park Capital Management is a multi-strategy hedge fund founded in November 2004 by former Goldman Sachs partner Eric Mindich. The firm started new positions in Family Dollar Stores (FDO) , Constellation Brands (STZ), Sotheby’s (BID), […]

    By Samantha Nielson
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