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GDS Holdings (DE:G40)
:G40
Earnings Data
Report Date
Aug 26, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
>-0.01Last Year’s EPS
-1.13Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 20, 2025
|% Change Since: 3.39%
|Next Earnings Date:Aug 26, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance by GDS Holdings with significant revenue and EBITDA growth, successful asset monetization, and strategic expansions both domestically and internationally. However, there are concerns about decreasing MSR per square meter, potential short-term AI chip supply issues, and regulatory challenges in China. Overall, the positive aspects outweigh the negatives.Company Guidance
During the first quarter of 2025, GDS Holdings Limited provided guidance indicating robust growth and strategic positioning in the AI-driven market. The company reported a 12% year-on-year increase in revenue and a 15% growth in adjusted EBITDA, marking the highest growth rate in two years. The utilization rate reached 75.7%, with gross move-ins of approximately 20,000 square meters concentrated in Tier 1 markets. GDS highlighted a mega deal of 152 megawatts signed during the quarter, showcasing strong demand for AI inferencing in these markets. The company anticipates delivering around 40% of its current backlog by year-end and is well-prepared with 900 megawatts of capacity for future developments. Financially, GDS demonstrated significant progress in asset monetization, completing its first ADS transaction and advancing its C-REIT transaction. For the full year, GDS maintained its guidance for revenue and adjusted EBITDA growth, projecting high-single-digit percentage increases in quarterly adjusted EBITDA year-on-year, despite the deconsolidation of assets due to the ABS transaction.Strong Revenue and EBITDA Growth
In the first quarter of 2025, GDS Holdings achieved revenue growth of 12% and adjusted EBITDA growth of 15% year-on-year, marking the highest growth rate in the past two years.
Mega Deal in AI Sector
GDS signed a major deal of 152 megawatts during Q1 2025, indicating strong demand in the AI era. The order requires data center delivery within six months, with full move-in commitments within the following six months.
Successful Asset Monetization
Completed the first ADS transaction in Q1 2025 and made significant progress on the C-REIT transaction, providing financing flexibility and enabling cash recycling in China.
Expansion of DayOne Subsidiary
DayOne added 70 megawatts of new commitments, expanded into new markets in Thailand and Europe, and is on track to meet its target of 1 gigawatt of total power committed within three years.
Financial Discipline and Deleveraging
Maintained strict financial discipline with a focus on creating equity value with low investment and financing risk. The adjusted EBITDA margin increased to 48.6% from 46.9% year-on-year.
DE:G40 Earnings History
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
DE:G40 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 20, 2025 | €23.60 | €23.20 | -1.69% |
Mar 19, 2025 | €33.00 | €27.80 | -15.76% |
Nov 19, 2024 | €20.80 | €18.40 | -11.54% |
Aug 21, 2024 | €11.80 | €11.70 | -0.85% |
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.
FAQ
When does GDS Holdings (DE:G40) report earnings?
GDS Holdings (DE:G40) is schdueled to report earning on Aug 26, 2025, TBA Not Confirmed.
What is GDS Holdings (DE:G40) earnings time?
GDS Holdings (DE:G40) earnings time is at Aug 26, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of GDS Holdings stock?
The P/E ratio of GDS Holdings is N/A.
What is DE:G40 EPS forecast?
DE:G40 EPS forecast for the fiscal quarter 2025 (Q2) is >-0.01.