Equinix forecasts annual sales above estimates on AI data center demand

The logo of Equinix is pictured at the entrance of a data center in Pantin · Reuters

Reuters

Thu, February 12, 2026 at 6:40 AM GMT+9 1 min read

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Feb 11 (Reuters) - Equinix forecast annual revenue above estimates on Wednesday, betting on strong artificial intelligence-linked ‌demand for the largest data center operator’s services, ‌sending its shares up over 6% in extended trading.

As corporations race ​to integrate generative AI, the surge in demand for specialized data centers to power the technology has benefited Equinix.

The company expects revenue between $10.12 billion and $10.22 billion for 2026, ‌compared with estimates ⁠of $10.07 billion, according to data compiled by LSEG.

Equinix also forecast first-quarter sales between $2.50 billion ⁠and $2.54 billion, above estimates of $2.46 billion.

“Equinix plays an essential role helping businesses connect and manage increasingly distributed AI, cloud ​and networking ​infrastructure. This is a ​source of long-term competitive ‌advantage,” CEO Adaire Fox-Martin said in a statement.

The company has doubled down on expanding capacity, investing in new data centers in emerging markets like Chennai, India and Jakarta, Indonesia, to capture accelerating demand.

It reported revenue of $2.42 ‌billion for the fourth quarter, ​missing estimates of $2.46 billion.

Results in ​the December quarter ​were modestly impacted by the timing of ‌a transaction related to leasing ​one of its ​sites, which is now expected to close in early 2026, the company said.

Net income from continuing ​operations stood at $264 ‌million in the quarter, compared to a year-ago ​loss of $14 million.

(Reporting by Anhata Rooprai in ​Bengaluru; Editing by Vijay Kishore)

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