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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Digital Realty (DLR) is 8/10.
Record core FFO of $2.04 per share delivered 15% year-over-year growth as Digital Realty signed its largest lease in company history at 200MW for AI inference and posted a fourth consecutive record 0-1MW quarter at $98 million. The development pipeline scaled 60% to a $16.5 billion record while 2026 FFO guidance was raised to $8.00-8.10 per share. Same-capital cash NOI grew 7.9% as AI agent workloads emerged as a demand multiplier for infrastructure.
Scored from Digital Realty’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.44B | +4.8% | $0.51 | +760.0% | 10.1% | 13.2% | $34M |
| FY2025 Q1 | $1.41B | +5.7% | $0.27 | -67.1% | 13.9% | 7.8% | $-388M |
| FY2025 Q2 | $1.49B | +10.1% | $2.94 | +1370.0% | 14.2% | 69.1% | $-63M |
| FY2025 Q3 | $1.58B | +10.2% | $0.15 | +62.2% | 8.8% | 4.3% | $-35M |
| FY2025 Q4 | $1.71B | +19.3% | $0.25 | -51.0% | 17.8% | 5.8% | $719M |
| FY2026 Q1 | $1.64B | +16.2% | $0.46 | +70.4% | 17.3% | 11.0% | $532M |
| FY2026 Q2 | $1.92B | +28.9% | $1.21 | -58.8% | 25.9% | 23.6% | — |