On its third-quarter 2026 earnings call, held on Oct. 29, 2026, Digital Realty (NYSE:DLR) raised its full-year guidance for core funds from operations, a measure of recurring real estate operating performance, after delivering $855 million in record quarterly leasing bookings. Expanding enterprise demand for artificial intelligence infrastructure is driving multiyear revenue visibility across global markets. As data center capacity tightens, the company's pricing power is accelerating its organic growth. Three takeaways from management explain how this demand shapes the long-term outlook. Enterprise demand for data center deployments under one megawatt, a measure of power capacity used to size facilities, expanded at a record pace. Customers are connecting cloud platforms and artificial intelligence workloads across localized markets, which increases high-margin recurring revenue. A record backlog, or contracted leases that haven't yet started generating rent, provides clear financial visibility into 2028. Turning these signed contracts into active rental revenue over coming quarters underpins projected double-digit earnings growth.
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