The earnings call highlighted strong financial performance, successful fundraising, and strategic acquisitions, indicating resilience in digital infrastructure despite market volatility and some fundraising delays. However, concerns about trade policy impacts and a reversal in carried interest were noted.

Company Guidance

During the first quarter of 2025 earnings call, DigitalBridge Group outlined its financial performance, highlighting key metrics that indicate strong growth and resilience. The company reported fee revenues of $90 million, reflecting an impressive 24% increase over the first quarter of 2024, and fee-related earnings (FRE) of $35 million, up nearly 80% year-over-year. Additionally, DigitalBridge raised $1.2 billion in the quarter, primarily driven by commitments to its flagship strategy, and increased its fee-earning equity under management (FEEUM) to $37.3 billion, marking a 15% rise from the previous year. This growth was supported by a robust pipeline in private credit, with expectations to deploy up to $2 billion in 2025. Despite some short-term market volatility impacting final fundraising decisions, the company remains confident in achieving its 2025 goals, supported by the intrinsic resilience of its diversified digital infrastructure portfolio.

Strong Financial Performance

DigitalBridge reported fee revenues of $90 million and FRE of $35 million, up almost 80% year-over-year. Distributable earnings were $55 million, including a $34 million gain from the partial realization of the DataBank investment.

Successful Fundraising

The company raised $1.2 billion in the quarter, with significant commitments to the flagship DigitalBridge Partner strategy, amounting to over 70% of total fundraising. The company also highlighted a strong pipeline in private credit, with over 100 accounts evaluating the strategy.

Zayo Acquisition

DigitalBridge supported Zayo's $4.5 billion acquisition of Crown Castle's fiber business, increasing Zayo's scale by over 50% and adding 90,000 route miles to its existing network.

Resilience of Digital Infrastructure

Digital infrastructure proved resilient amidst market volatility, with long-term contracts and inflation protection contributing to stability. The company highlighted the low correlation of infrastructure to other asset classes.

Growth in Private Credit

DigitalBridge's private credit platform showed significant growth potential, with a pipeline of $13 billion in new loan origination opportunities and plans to deploy up to $2 billion in 2025.

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DigitalBridge Group (DBRG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DBRG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 31, 2025	2025 (Q2)	>-0.01 / -	0.44	―	―	―
May 01, 2025	2025 (Q1)	-0.07 / -0.01	-0.28	96.43% (+0.27)
Feb 20, 2025	2024 (Q4)	-0.03 / -0.12	0.61	-119.67% (-0.73)
Nov 01, 2024	2024 (Q3)	0.06 / -0.01	1.6	-100.63% (-1.61)
Aug 07, 2024	2024 (Q2)	-0.04 / 0.44	-0.14	414.29% (+0.58)
Apr 30, 2024	2024 (Q1)	<0.01 / -0.28	-1.34	79.10% (+1.06)
Feb 20, 2024	2023 (Q4)	-0.11 / 0.61	-0.12	608.33% (+0.73)
Nov 01, 2023	2023 (Q3)	-0.22 / 1.60	-0.39	510.26% (+1.99)
Aug 04, 2023	2023 (Q2)	-0.25 / -0.14	-0.24	41.67% (+0.10)
May 03, 2023	2023 (Q1)	-0.12 / -1.34	-1.84	27.17% (+0.50)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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DBRG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 01, 2025	$8.40	$8.74	+4.05%
Feb 20, 2025	$10.74	$12.23	+13.87%
Nov 01, 2024	$15.66	$13.38	-14.56%
Aug 07, 2024	$12.22	$12.98	+6.22%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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