Earnings Call Summary | DigitalBridge Group(DBRG.US) Q1 2024 Earnings Conference
Earnings Call Summary | DigitalBridge Group(DBRG.US) Q1 2024 Earnings Conference
The following is a summary of the DigitalBridge Group, Inc. (DBRG) Q1 2024 Earnings Call Transcript:
以下是數字橋集團公司（DBRG）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
DigitalBridge Group reported fee revenues of $72.8 million for Q1 2024, a 21% increase on a year-over-year basis.
The fee earning equity under management (FEEUM) rose by 17% to $32.5 billion at the end of Q1 2024.
The company is expecting to see continued growth of fee revenue and improvements in operating leverage and FRE margins throughout 2024.
DigitalBridge集團報告稱，2024年第一季度的費用收入爲7,280萬美元，同比增長21％。
截至2024年第一季度末，管理的費用收益權益（FEEUM）增長了17％，達到325億美元。
該公司預計，在整個2024年，費用收入將持續增長，運營槓桿率和FRE利潤率將得到改善。
Business Progress:
業務進展：
DigitalBridge Group successfully closed on $1.1 billion in new capital commitments in Q1 2024, marking a 47% increase from the previous year.
The company's growth in FEEUM was largely driven by DigitalBridge Partners III and expanding multi-strat offerings.
The company is taking significant steps towards making their data centers entirely powered by renewable energy and have a pipeline of over 5 gigawatts for future growth.
Portfolio companies are expected to invest over $11 billion in data center CapEx globally over the next few years.
Several portfolio companies, including DataBank, Vantage, AtlasEdge, and Scala are progressing with global workloads.
A significant uptick was seen in bookings with Zayo, especially with hyperscalers and web-scale routes.
In addition to their focus on data centers, the company also sees value in the fiber sector, particularly residential fiber, and is actively pursuing new opportunities in this space.
The company is currently evaluating their stand on tower acquisition and integration and has a bullish stance on small cell infrastructure, Wi-Fi 6, and private 5G networks in the long-term.
數字橋集團在2024年第一季度成功完成了11億美元的新資本承諾，比上年增長了47％。
該公司在FEEUM的增長主要是由DigitalBridge Partners III和擴展的多層產品推動的。
該公司正在採取重大措施，使其數據中心完全由可再生能源提供動力，並擁有超過5千兆瓦的管道以供未來增長。
預計投資組合公司將在未來幾年在全球數據中心資本支出上投資超過110億美元。
包括DataBank、Vantage、AtlasEdge和Scala在內的幾家投資組合公司正在全球工作負載方面取得進展。
Zayo的預訂量大幅增加，尤其是超大規模和網絡規模的航線。
除了專注於數據中心外，該公司還看到了光纖行業的價值，尤其是住宅光纖，並正在積極尋求該領域的新機遇。
該公司目前正在評估其在塔樓收購和整合方面的立場，並長期看好小型蜂窩基礎設施、Wi-Fi 6和私有5G網絡。
More details: DigitalBridge Group IR
更多詳情： 數字橋集團紅外線
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。