For the quarter ended December 2025, Equinix (EQIX) reported revenue of $2.42 billion, up 7% over the same period last year. EPS came in at $8.91, compared to -$0.14 in the year-ago quarter.
The reported revenue represents a surprise of -1.96% over the Zacks Consensus Estimate of $2.47 billion. With the consensus EPS estimate being $9.07, the EPS surprise was -1.74%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Equinix performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Cabinet Equivalent Capacity - EMEA: 140,800 versus the three-analyst average estimate of 139,883.
- Quarter End Utilization - AMER: 79% versus the three-analyst average estimate of 80.9%.
- Cabinet Equivalent Capacity - AMER: 157,100 versus the three-analyst average estimate of 154,467.
- Cabinet Billing - APAC: 68,400 compared to the 68,687 average estimate based on three analysts.
- Geographic Revenues- Americas- Recurring- Other: $5 million versus $5.06 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -28.6% change.
- Geographic Revenues- Americas- Recurring- Colocation: $711 million versus $692.56 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +13.6% change.
- Geographic Revenues- Asia-Pacific- Recurring- Other: $4 million compared to the $4.02 million average estimate based on four analysts. The reported number represents a change of +33.3% year over year.
- Geographic Revenues- Americas- Recurring- Interconnection: $245 million versus the four-analyst average estimate of $244.76 million. The reported number represents a year-over-year change of +7.9%.
- Revenues- Non-recurring revenues: $126 million compared to the $184.81 million average estimate based on seven analysts. The reported number represents a change of -25.9% year over year.
- Revenues- Recurring revenues: $2.29 billion versus the seven-analyst average estimate of $2.28 billion. The reported number represents a year-over-year change of +9.7%.
- Revenues- Recurring revenues- Managed infrastructure: $116 million versus $119.09 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +0.9% change.
- Revenues- Recurring revenues- Colocation: $1.71 billion versus the six-analyst average estimate of $1.69 billion. The reported number represents a year-over-year change of +10.3%.
View all Key Company Metrics for Equinix here>>>
Shares of Equinix have returned +6.9% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Equinix, Inc. (EQIX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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