Earnings call briefThird-quarter 2026

Equinix expects more than 13,000 cabinet deliveries in fourth quarter

Equinix said new-deal pricing rose 12% year over year in the third quarter and that it expects that strength to be durable.

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Equinix said on its third-quarter call that it expects more than 13,000 cabinets to be delivered in the fourth quarter. It said more than 20% of that capacity has already been presold.

CFO Olivier Leonetti said that, under its long-term outlook, the company plans to double the size of its portfolio with only a modest leverage increase.

Quotes from the call

“We expect more than 13,000 cabinets in Q4, our highest quarter of delivery on record and more than 20% of that Q4 capacity has been presold.”

Adaire Fox-Martin, CEO and President

Key facts from the call

Fourth-quarter cabinets expected
More than 13,000
Expected fourth-quarter capacity presold
More than 20%
New-deal pricing growth, third quarter
Up 12% year over year

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Source: Equinix's third-quarter 2026 earnings call, October 28, 2026.

Written by GetSignal with AI from the company's earnings call.

Not investment advice.

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