Earnings Call Summary | GDS Holdings(GDS.US) Q1 2024 Earnings Conference
Earnings Call Summary | GDS Holdings(GDS.US) Q1 2024 Earnings Conference
The following is a summary of the GDS Holdings Limited (GDS) Q1 2024 Earnings Call Transcript:
以下是萬國數據控股有限公司（GDS）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
GDS Holdings reported a consolidated revenue increase of 9.1% and adjusted EBITDA boost of 4.7% YoY for Q1 2024.
The China segment demonstrated a revenue rise of 1.8% and an adjusted EBITDA decrease of 1.6% YoY.
The International business segment indicated significant growth in both revenue and adjusted EBITDA with the commencement of its first data centers.
The guidance for FY 2024 predicts ongoing revenue growth and adjusted EBITDA increases alongside continued CapEx investments.
Capital expenditure for the current year is set at RMB 2.5 billion with the following years projected to maintain or decrease this level.
Debt financing costs in China are at an all-time low, and private equity financing has been upsized, reducing GDS Holdings' stake in GDS International to 52%.
GDS Holdings報告稱，2024年第一季度合併收入增長9.1％，調整後的息稅折舊攤銷前利潤同比增長4.7％。
中國板塊收入增長1.8％，調整後的息稅折舊攤銷前利潤同比下降1.6％。
隨着首個數據中心的啓動，國際業務板塊的收入和調整後的息稅折舊攤銷前利潤均大幅增長。
2024財年的指導方針預測，收入將持續增長，調整後的息稅折舊攤銷前利潤將增加，同時持續進行資本支出投資。
本年度的資本支出定爲25億元人民幣，預計未來幾年將保持或降低這一水平。
中國的債務融資成本處於歷史最低水平，私募股權融資規模也有所擴大，使萬國數據控股在萬國數據國際的股份減少至52％。
Business Progress:
業務進展：
Development is reported across China and International markets, with growth focus upon EBITDA, free cash flow, debt reduction, and AI momentum in China.
International strategy comprises securing lands for new data centers, capturing large customer orders, and independent financial strategy.
The International portfolio reclines to a sizable amount with different stages of development in major data center hubs.
AI-driven demand from Tier 1 markets is a central element to the business strategy.
Series A issue size increase intended to support standalone operations of GDS International.
Demand recovery from Chinese customers has led to the highest quarterly moving speed since 2020, driven predominantly by AI.
International market demand and deal sizes have shown an increase over the last three months.
Active planning for future growth includes IPO considerations and a potential spin-off for GDS International.
A strong market position is set in Malaysia and Indonesia owing to first-move advantage and customer understanding.
中國和國際市場均有發展報告，增長的重點是中國的息稅折舊攤銷前利潤、自由現金流、債務減免和人工智能勢頭。
國際戰略包括確保新數據中心的用地、捕獲大量客戶訂單和獨立財務戰略。
隨着主要數據中心中心的不同發展階段，國際投資組合將縮減至可觀的規模。
來自一級市場的人工智能驅動的需求是業務戰略的核心要素。
A系列發行規模的增加旨在支持GDS國際的獨立運營。
中國客戶需求的復甦導致了自2020年以來的最高季度移動速度，這主要是由人工智能推動的。
在過去的三個月中，國際市場需求和交易規模有所增加。
對未來增長的積極規劃包括考慮首次公開募股和GDS International的潛在分拆計劃。
得益於先發優勢和對客戶的理解，馬來西亞和印度尼西亞確立了強勁的市場地位。
More details: GDS Holdings IR
更多詳情： 萬國數據控股投資者關係
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。