Equinix

Q2 FY2026 EarningsQ2 FY26 results beat consensus across the board, with revenue reaching $2.63B vs. $2.58B expected and Diluted EPS of $4.83 exceeding the $4.71 mean estimate. Performance was driven by an 11% increase in monthly recurring revenue and record net interconnections (9,700). Management raised FY26 revenue guidance to $10.21B - $10.29B and significantly upgraded the long-term annual revenue growth outlook to 10-13% (previously 7-10%), signaling robust demand for AI and cloud infrastructure.