Equinix Posts Record Bookings, Raises 2026 Guidance After Q3
Equinix reported record annualized gross bookings of $533 million in Q3, up 35% year over year, and lifted its 2026 outlook.
Equinix delivered record annualized gross bookings of $533 million in its third quarter, a 35% jump from the same period a year earlier, driven by robust customer demand and strengthening pricing across its global data center portfolio.
The digital infrastructure giant also grew monthly recurring revenue by double digits year over year for the fourth consecutive quarter, a streak that underscores its expanding role serving both traditional enterprise clients and emerging technology customers.
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The back-to-back revenue milestones prompted the company to raise its guidance for 2026, signaling management confidence that demand trends underpinning the recent results are durable rather than transitory. Data center operators have broadly benefited from accelerating cloud adoption and surging artificial intelligence workloads, which require dense, interconnected colocation facilities of the type Equinix specializes in.
The results position Equinix among the clearer beneficiaries of ongoing enterprise infrastructure investment, as corporations and hyperscalers alike continue expanding capacity to handle data-intensive computing demands. Analysts and investors will likely scrutinize whether the pricing momentum and booking pace can be sustained as new supply enters key markets.
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