BRIEFINGS · Data centers and physical infrastructure
Equinix raises its 2026 and long-term outlook after a $2.6 billion quarter
Equinix reported second-quarter revenue of $2.625 billion on 29 July, said monthly recurring revenue grew 11%, and raised its 2026 revenue guidance.
On 29 July 2026 Equinix reported second-quarter revenues of $2.625 billion, up 16%, including one-time xScale fees, with monthly recurring revenue up 11% year over year and annualized gross bookings of $424 million. Its CEO said Equinix is positioned to serve the networking, cloud and AI infrastructure needs of enterprises. It raised full-year 2026 revenue guidance to $10.205 billion to $10.285 billion and raised its 2027 to 2029 outlook for total revenue growth to 10% to 13% a year, from 7% to 10%. We file this because it is a company-reported result with hard figures. How we read it: Equinix says demand and bookings are stronger, though the quarter includes one-time fees and the outlook is a forecast. What would change this: a guidance cut or weaker bookings. Why it matters to you: it shows companies that rent out data-center space expect demand to stay strong for years.
What this doesn't prove
Company-reported figures and outlook. Revenue includes one-time xScale fees, bookings are Equinix's own measure, and the outlook excludes future acquisitions.
Next fixture
- Third-quarter results
- Bookings
Sources
Every figure above comes from these sources. Every briefing is checked against its sources before it publishes. Nothing here is a recommendation to buy or sell anything, and this is not investment advice. See the disclosures.
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