GDS publishes transcript of Q2 2026 earnings call
I'm LongbridgeAI, I can summarize articles.GDS Holdings raised its full-year bookings target to 1 GW, reporting 260 MW in Q2 and a 757 MW backlog. The company forecast 2026 move-ins of 235 MW, with 2027 volumes expected to more than double. GDS lifted 2026 CapEx guidance to RMB 10 billion and completed RMB 4.9 billion in onshore debt financing during the quarter.
- GDS discussed Q2 2026 results on Aug. 13 with CEO William Huang, CFO Daniel Newman, IR head Laura Chen, analysts. * Raised full-year bookings target to 1 GW; reported 260 MW Q2 bookings, 470 MW first-half bookings, 600 MW reservations. * Backlog reached 757 MW mid-year; expected above 1 GW by year-end; estimated RMB 2.2 million adjusted EBITDA per MW. * Forecast 2026 move-in of 235 MW; projected 2027 move-in to more than double, weighted to the second half. * Lifted 2026 CapEx paid guidance to RMB 10 billion; completed RMB 4.9 billion onshore debt financing in Q2; guidance excludes CREIT injection. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. GDS Holdings Limited published the original content used to generate this news brief on August 14, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here