Business position and research focus
When do signed leases commence and produce cash rent?
Key risks
Relevant products do not establish a shortage, AI-only revenue or attractive valuation.
Business source ↗Business mapping checked 2026-09-10
Earnings in context
Quarterly profit · $479M
US GAAP · Net income attributable to the parent · 2026-04-01 — 2026-06-30
Reported net income includes non-operating and one-off items. It does not establish recurring profitability, positive cash flow or an attractive valuation.
Net income source ↗Period and source details
Published 2026-07-29 · Checked 2026-09-19
us-gaap:NetIncomeLoss; 2026-04-01 to 2026-06-30; USD; 10-Q
Reported revenue · $2.63B
Q2 2026 · Company total; not AI-only revenue · Checked 2026-09-10
Revenue source ↗Includes one-time xScale fees; monthly recurring revenue growth is a separate measure.
Revenue and net income may refer to different reporting periods. Read each period before comparing them; these are dated disclosures, not a live earnings feed.
Company information reflects the sources and dates shown. It is not personalized investment advice. Methodology · Suggest a correction