Posts on EQIX

Latest ideas and analyses related to Equinix Inc. Common Stock REIT

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TMUS , CMCSA , CHTR , ATUS , VZ , SBAC , AMT , T , CCI , EQIX , FYBR , IHS , SWCH , UNIT

+37 pts



1Q22 Preview for Wireless, Cable and Telecom Infrastructure

By ethonomics on April 13, 2022, 4:21 p.m.
Tagged topics: earnings preview

Views: 37, Votes: 3, Responses: 1, Attachments: 1
EQIX

+31 pts



$EQIX - Weak Margins, but Demand Remains Strong

By realjoe on Feb. 17, 2022, 4:23 p.m.
Tagged topics: earnings results

Views: 19, Votes: 2, Responses: 0, Attachments: 1
TMUS , FYBR , CMCSA , IHS , LYV , VIAC , IHRT , DIS , SBAC , ATUS , VZ , CHTR , EQIX , AMT , AMCX , CCI , UNIT , SWCH , LGF.B , SIRI , FWONK , CCOI , FOXA , EDR , LLNW

+43 pts



US Telecom Cable and Media - opportunities for catalyst driven stories and deep value plays in 2022

By ethonomics on Jan. 11, 2022, 3:52 p.m.
Tagged topics: deep dive , analyst top pick

Views: 100, Votes: 3, Responses: 0, Attachments: 1
AMT , CCI , DLR , EQIX , TMUS , VZ , T , DISH

+48 pts



Communications Infrastructure 2022 Outlook: Another Solid Year in Prospect; Continue To Favor Towers On 5G cycle

By JH on Dec. 20, 2021, 12:28 a.m.
Tagged topics: 5G , 5G deployment , deep dive , Morgan Stanley , communications , 5G infrastructure

Views: 84, Votes: 8, Responses: 0, Attachments: 1
EQIX

+34 pts



Equinix, Inc.

By KHUN on Nov. 5, 2021, 6:26 p.m.
Tagged topics: valuations , analyst checks , analyst upgrade

Views: 66, Votes: 4, Responses: 0, Attachments: 1
EQIX

+42 pts



$EQIX : PGIM JV Announcement Positive Long-term; Headwinds Remain Medium-term

By KHUN on Oct. 21, 2021, 4:45 a.m.
Tagged topics: valuations , analyst checks , deep dive

Views: 53, Votes: 3, Responses: 0, Attachments: 2
MSFT , T , AMZN , EQIX , DOX , AKAM , FSLY , NET , RNG

+31 pts



$MSFT, $T - Oppenheimer says AT&T outsourcing Core 5G Network to Azure is a 'win-win', helps MSFT gain cloud share vs AWS

By realjoe on July 1, 2021, 2:43 p.m.
Tagged topics: AWS , Azure , market share gains , Oppenheimer , 5G network

Views: 228, Votes: 1, Responses: 0, Attachments: 3
MSFT , CRM , DOX , EQIX , EGHT , FSLY , T , VZ

+74 pts



Oppenheimer says cloud adoption is 'accelerating on all fronts', says cloud exposure should be core holdings as we are still in the very early innings of this IT mega trend

By ethonomics on Feb. 26, 2021, 12:41 p.m.
Tagged topics: AWS , Azure , secular trends , secular growth , edge computing , Oppenheimer , cloud adoption

Views: 345, Votes: 2, Responses: 1, Attachments: 5