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10-QPeriod: Q1 FY2015

EQUINIX INC Quarterly Report for Q1 Ended Mar 31, 2015

Filed May 1, 2015For Securities:EQIX

Summary

Equinix, Inc. (EQIX) reported its first quarter 2015 results, highlighting continued revenue growth and operational expansion. The company's strategic shift to a Real Estate Investment Trust (REIT) effective January 1, 2015, significantly impacted its financial statements, most notably reducing its effective tax rate. Revenue increased by 11% year-over-year, driven by strong performance across all geographic segments, particularly in recurring revenues which constitute over 90% of total revenue. Investments in new IBX data centers and expansions are progressing, supporting future growth, though they also contribute to increased capital expenditures. The company's operational focus remains on delivering reliable colocation and interconnection services globally.

Financial Statements
Beta
Revenue$643.17M
Cost of Revenue$298.31M
Gross Profit$344.86M
Operating Expenses$491.73M
Operating Income$151.45M
Interest Expense$68.79M
Net Income$76.45M
EPS (Basic)$1.35
EPS (Diluted)$1.34
Shares Outstanding (Basic)56.66M
Shares Outstanding (Diluted)57.23M

Key Highlights

  • 1Total revenues increased by 11% to $643.2 million for the three months ended March 31, 2015, compared to $580.1 million for the same period in 2014.
  • 2The company converted to a Real Estate Investment Trust (REIT) effective January 1, 2015, resulting in a significant decrease in the effective tax rate from 24.7% in Q1 2014 to 7.5% in Q1 2015.
  • 3Adjusted EBITDA, a key non-GAAP metric, grew by 17% to $305.7 million, demonstrating strong operational performance across all segments (Americas, EMEA, Asia-Pacific).
  • 4Capital expenditures were substantial at $198.6 million for the quarter, primarily driven by IBX data center expansions and land purchases, signaling ongoing investment in growth.
  • 5The company announced a quarterly cash dividend of $1.69 per share, paid in March 2015, reflecting its new status as a REIT.
  • 6Net income attributable to Equinix increased significantly to $76.5 million ($1.34/diluted share) from $41.4 million ($0.81/diluted share) in the prior year's quarter.

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