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Equinix (EQIX) Q2 2026 Earnings Call Transcript
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The Motley Fool
Sovereign AI: AI infrastructure and data managed within a specific nation's borders to comply with local data residency and security regulations.
Monthly recurring revenue growth accelerated to 11% year over year on a normalized and constant currency basis.
For 2026, we now expect revenue growth of 11% to 12% and AFFO per share growth of 10% to 12%.
In both cases, the majority are already Equinix customers.
This is going to be a by product of our CapEx deployment and you should expect AFFO to follow the revenue growth.