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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“This includes ESAs signed this quarter with Digital Realty and Edged, who are making multibillion-dollar investments in North Carolina to support AI infrastructure.”
Duke signed a large-load electric service agreement with Digital Realty, which is making multibillion-dollar data center investments in North Carolina, indicating strong AI-driven capacity demand for Digital Realty.
“including, we just heard tonight, $380 billion just between Amazon and Google alone this year.”
An analyst cites roughly $380 billion of combined 2026 capex between Amazon and Google, underscoring hyperscaler AI infrastructure demand relevant to Digital Realty.
“including, we just heard tonight, $380 billion just between Amazon and Google alone this year.”
An analyst cites roughly $380 billion of combined 2026 capex between Amazon and Google, underscoring hyperscaler AI infrastructure demand relevant to Digital Realty.
“local community solar projects being developed by Soltage.”
DLR signed additional contracts supporting community solar projects developed by Soltage, a renewable-energy development supplier.
“we announced long-term renewable energy agreements with Current Hydro to procure 500 gigawatt hours of clean baseload hydro power from 3 projects along the Ohio River.”
DLR signed long-term agreements to procure 500 GWh of hydro power from Current Hydro, a renewable-energy supplier relationship.
“I was honored to join the CEO and CTO of Oxford Quantum Circuits for an important milestone during their recent deployment of New York's first Quantum AI computer in our JFK10 data center.”
Oxford Quantum Circuits deployed New York's first Quantum AI computer in DLR's JFK10 facility, a customer win showcasing PlatformDIGITAL's quantum/AI capabilities.
“Several others, including Meta, Google, Baidu and xAI have also developed AI with meaningful scale.”
DLR names Google (Alphabet) among AI model developers with meaningful scale, part of the hyperscale demand set driving data-center buildout.
“Several others, including Meta, Google, Baidu and xAI have also developed AI with meaningful scale.”
DLR names Meta among AI model developers with meaningful scale, part of the hyperscale demand set driving data-center buildout.
“Three years post launch, ChatGPT holds the title of the fastest-growing app and is already among the most highly used applications in the world with more than 800 million weekly users.”
DLR cites ChatGPT's 800M weekly users as evidence of AI demand scale driving data-center infrastructure needs, a read-through on OpenAI's consumer traction.
“we've been a partner of NVIDIA's for many, many years with their DGX precertified program. We're one of the leading partners there.”
Digital Realty describes a multi-year partnership with NVIDIA on its DGX precertified program, positioning DLR as a leading data-center partner for NVIDIA AI deployments.
“Now as we announced this morning, we are providing enterprises with additional state-of-the-art services through our partnership with Oracle Solution Centers to further optimize these deployments and accelerate their hybrid IT and AI adoption.”
Digital Realty announced a new partnership with Oracle Solution Centers to help enterprise customers optimize deployments and accelerate hybrid IT and AI adoption.
“And having grown up a Star Wars fan, I'm particularly delighted to share that Lucasfilm is expanding their presence on PlatformDIGITAL, taking advantage of high-performance compute and AI capabilities to solve video rendering, transfer and editing challenges.”
Lucasfilm (a Disney subsidiary) is expanding its footprint on Digital Realty's PlatformDIGITAL to support high-performance compute and AI workloads for video rendering and editing.
“An Oracle partner is expanding its footprint on platform digital to Zurich, to support Oracle's dedicated region integrated solution for private cloud. To address data localization and data sovereignty.”
An Oracle ecosystem partner is expanding on Digital Realty's platform in Zurich to support Oracle's dedicated-region private cloud offering for data sovereignty needs.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Irvin Liu | Evercore ISI | 6 (0%) |
| Eric Luebchow | Wells Fargo | 6 (0%) |
| Aryeh Klein | BMO Capital Markets | 6 (0%) |
| Mike Elias | TD Cowen | 6 (0%) |
| Mike Rollins | Citigroup | 6 (0%) |
| Vikram Malhotra | Mizuho Securities | 5 (0%) |
| Frank Louthan | Raymond James | 5 (0%) |
| Rick Choe | JPMorgan | 5 (0%) |
| Dave Guarino | Green Street | 4 (0%) |
| Jim Schneider | Goldman Sachs | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Evercore ISI | 1 | 6 (0%) |
| TD Cowen | 1 | 6 (0%) |
| Wells Fargo | 1 | 6 (0%) |
| BMO Capital Markets | 1 |
| 6 (0%) |
| Citigroup | 1 | 6 (0%) |
| Raymond James | 1 | 5 (0%) |
| JPMorgan | 1 | 5 (0%) |
| Mizuho Securities | 1 | 5 (0%) |
Digital Realty delivered full-year core FFO of $7.39 per share representing 10% growth, capping a second consecutive billion-dollar leasing year with record 0-1MW growth of 35% that doubled the digital goal. Q4 core FFO was $1.86, up 8%, with same-capital cash NOI growing 8.6%, though FFO trailed the 19% revenue growth reflecting heavy development investment. FY2026 guidance was introduced at $7.90-8.00 per share, implying nearly 8% bottom-line growth.
Demand | Capex Investment | Cloud & AI | Revenue Growth | Competitive Dynamics | Pricing | Capital Allocation | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 2 | 3 | 4 | 4 | 3 | 3 | 1 |
| 2025Q1 | 7 | 3 | 2 | 1 | 1 | 2 | 1 | 2 |
| 2025Q2 | 7 | 5 | 2 | 5 | 2 | 1 | 3 | |
| 2025Q3 | 5 | 6 | 3 | 3 | 2 | 2 | 1 | 2 |
| 2025Q4 | 5 | 5 | 3 | 1 | 4 | 2 | 2 | 2 |
| 2026Q1 | 4 | 4 | 2 | 3 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 7 | 7 | 5 | 5 | 4 |
| Capex Investment | 2 | 3 | 5 | 6 | 5 | 4 |
| Cloud & AI | 3 | 2 | 2 | 3 | 3 | 2 |
| Revenue Growth | 4 | 1 | 5 | 3 | 1 | |
| Competitive Dynamics | 4 | 1 | 2 | 2 | 4 | |
| Pricing | 3 | 2 | 1 | 2 | 2 | 3 |
| Capital Allocation | 3 | 1 | 3 | 1 | 2 | |
| Supply Chain | 1 | 2 | 2 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DLR Digital Realty | 8 | +12.0% | |
| ARE Alexandria Real Estate Equities | 2 | -9.7% | |
| BXP BXP, Inc. | 6 | +0.8% |