Equinix, Inc. (EQIX) RBC Capital Markets 2026 Global Communications and Infrastructure Conference September 29, 2026 3:00 PM EDT
Company Participants
Olivier Leonetti – Chief Financial Officer
Conference Call Participants
Jonathan Atkin – RBC Capital Markets, Research Division
Presentation
Jonathan Atkin
RBC Capital Markets, Research Division
Welcome, everybody, to our 2:00 session. I’m Jon Atkin with RBC, and I lead the investment research efforts in communications infrastructure. Pleased to have the CFO of Equinix, Olivier Leonetti, joining us. Welcome.
Olivier Leonetti
Chief Financial Officer
Thank you. Nice to meet all of you or see some of you.
Question-and-Answer Session
Jonathan Atkin
RBC Capital Markets, Research Division
So, you’re a couple of days in the seat. And I guess I’m just, kind of, interested in what are some of the — your assessment in terms of what you’ve inherited and, kind of, the initiatives going forward and the playbook that you’re executing against? Any, kind of, midyear update as we head into the fourth quarter?
Olivier Leonetti
Chief Financial Officer
Yes. We said it before, the CEO has said it, this is our moment. If you look at today, the drive for AI inference, what you need is low latency, you need a global presence. You need sovereignty, you need neutrality. You need a dense network of players in your data centers. You need amazing interconnection solutions. And our company is able to offer all of that significantly more than what is present in the market. So, this is our moment. Actually, the team undersold the value proposition of the company. We are very excited. You saw we raised our guide lately, 3 points more growth on top line and bottom line. And we believe the best is to come.
Jonathan Atkin
RBC Capital Markets, Research Division
Great. So, let’s maybe dive into demand
