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GDS Holdings Ltd (GDS)
NASDAQ:GDS
Earnings Data
Report Date
May 14, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-0.07Last Year’s EPS
-0.26Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 19, 2025
|% Change Since: -20.15%
|Next Earnings Date:May 14, 2025
Earnings Call Sentiment|Positive
The earnings call highlights significant achievements with record move-ins and a massive new order, coupled with successful asset monetization. However, challenges include a slight decline in utilization rates and MSR, as well as increased CapEx requirements for 2025.Company Guidance
During the GDS Holdings Limited Fourth Quarter and Full Year 2024 earnings call, the company provided detailed guidance and metrics for its operations. William Huang, CEO, emphasized the burgeoning demand for AI inferencing in Tier 1 markets, indicating the potential for multiple gigawatts of demand over the next few years. GDS achieved a gross move-in of 79,000 square meters in 2024, all in Tier 1 markets, with a utilization rate of 74% expected to rise to the high 70s by the end of 2025. The company also secured a significant order of 152 megawatts, the largest in its history, necessitating delivery within six months. Financially, GDS reported a 9.1% year-on-year increase in Q4 2024 revenue and a 13.9% increase in adjusted EBITDA. For 2025, GDS projects revenues between RMB11.29 billion and RMB11.59 billion, with adjusted EBITDA between RMB5.19 billion and RMB5.39 billion. CapEx for 2025 is projected at around RMB4.3 billion, factoring in new orders and asset monetization proceeds. The company is also advancing its asset monetization strategy, with an ABS transaction valued at approximately RMB2.9 billion, enhancing financial flexibility and supporting further business growth.Record Move-In Rates
GDS Holdings reported the highest move-in rate in its history with 79,000 square meters during 2024, all organic and in Tier 1 markets.
Massive New Order
In 1Q 2025, GDS secured the largest single order in its history in China, totaling around 40,000 square meters or 152 megawatts, with full move-in committed within six months.
Asset Monetization Program Success
GDS executed its first asset monetization transaction, with a total enterprise value of up to RMB2.9 billion, implying an EV to EBITDA of around 13 times.
DayOne's Record Commitment
DayOne achieved a historical 340 megawatts of new commitments in 2024, with a strong pipeline expected to continue in 2025.
Positive Cash Flow Before Financing
GDS reported a positive cash flow before financing of RMB379 million for 2024, aligning with financial targets.
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GDS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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GDS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 19, 2025 | $35.58 | $30.61 | -13.97% |
| Nov 19, 2024 | $23.49 | $19.68 | -16.22% |
| Aug 21, 2024 | $12.60 | $14.76 | +17.14% |
| May 22, 2024 | $9.30 | $8.01 | -13.87% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does GDS Holdings Ltd (GDS) report earnings?
GDS Holdings Ltd (GDS) is schdueled to report earning on May 14, 2025, TBA Not Confirmed.
What is GDS Holdings Ltd (GDS) earnings time?
GDS Holdings Ltd (GDS) earnings time is at May 14, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GDS EPS forecast?
GDS EPS forecast for the fiscal quarter 2025 (Q1) is -0.07.
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