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万国数据GDS Holdings Ltd(GDS)2025年第二季度财报电话会纪要「NASDAQ」(英文版)(14页).pdf

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1、GDS Holding Ltd(Q2 2025 Earnings)August 20,2025 Corporate Speakers:Laura Chen;GDS Holding Limited;Head of Investor Relations William Huang;GDS Holding Limited;Founder,Chairman and CEO Daniel Newman;GDS Holding Limited;CFO Participants:Yang Liu;Morgan Stanley;Analyst Sara Wang;UBS;Analyst Frank Louth

2、an;Raymond James&Associates;Analyst Edison Lee;Jefferies;Analyst Gokul Hariharan;JPMorgan;Analyst PRESENTATION Operator Hello,ladies and gentlemen.Thank you for standing by for GDS Holdings Limiteds Second Quarter 2025 Earnings Conference Call.(Operator Instructions)Todays conference call is being r

3、ecorded.I will now turn the call over to your host,Ms.Laura Chen,Head of Investor Relations for the company.Please go ahead,Laura.Laura Chen Thank you.Hello,everyone.Welcome to the Second Quarter 2025 Earnings Conference Call of GDS Holdings Limited.As the companys results,the companys results were

4、issued via newswire services earlier today and are posted online.A summary presentation,which well refer to during this conference call can be viewed and downloaded from our IR website at .Leading todays call is Mr.William Huang,GDS Founder,Chairman and CEO,who will provide an overview of our busine

5、ss strategy and performance.Mr.Dan Newman,GDS CFO,will then review the financial and operating results.Before we continue,please note that todays discussion will contain forward-looking statements made under the safe harbor provisions of the U.S.Private cities Litigation Reform Act of 1995.Forward-l

6、ooking statements involve inherent risks and uncertainties.As such,the companys results may be materially different from the views expressed today.Further information regarding these and other risks uncertainties is included in the companys prospectus as filed with the U.S.SEC.The company does not a

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- GDS Holding Ltd在2025年第二季度实现了稳健增长,收入增长12.4%,调整后EBITDA增长11.2%。 - 公司通过发行可转换债券和股票,在国际资本市场筹集了6.76亿美元,增强了其控股公司的资产负债表。 - 2025年第二季度,公司新增约20,000平方米的毛入驻面积,与过去五个季度保持一致。 - 公司预计2025年下半年将交付其当前总订单的35%。 - 公司对AI驱动的需求持长期信心,但短期内仍处于“观望”阶段。 - 公司拥有约900兆瓦的电力土地储备,用于未来在一线市场开发。 - 公司完成了中国首个数据中心ABS交易和REITs IPO,为股东创造了更多价值。 - DayOne在2025年第二季度新增了246兆瓦的新承诺,总承诺功率超过780兆瓦。
业绩亮眼,AI需求展望如何?" "GDS资产变现新突破,未来战略布局有何亮点?" "DayOne扩张加速,GDS如何应对AI时代挑战?"
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