President, Chief Executive Officer & Director, Equinix
Search every verified Adaire Fox-martin interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. During Equinix’s Q3 2025 earnings call, Fox-Martin stated the company was advancing its “Build Bold” strategy with an intent to double capacity by 2029, noting recent land acquisitions in Amsterdam, Chicago, Johannesburg, London, and Toronto that would support over 900 megawatts of capacity. He said the company was raising its adjusted EBITDA and AFO per share guidance for the full year, citing strong operating results and favorable net interest expense. Fox-Martin described the company’s balance sheet as a “strategic differentiator” that provides flexibility to invest into a robust demand backdrop. On the Q4 2025 earnings call, Fox-Martin reported that approximately 60% of the company’s largest deals in the quarter were driven by AI workloads, up from about 50% earlier in the year, with nearly half of those deployed by non-cloud and IT companies in sectors such as retail, e-commerce, and financial services. He stated that annualized gross bookings for 2025 reached $1.66 billion, up 27% year-over-year, and that 2026 adjusted EBITDA margins were expected to be approximately 51%, a 200 basis point improvement over 2025. Fox-Martin also noted a stated goal to improve SG&A from 18-19% of revenue down to 15% over time through efficiency gains, and said the company had added approximately 1 gigawatt to its powered land under control balance through strategic land acquisitions.
“In Q4, approximately 60% of our largest deals were driven by AI workloads. That's up from approximately 50% earlier this year. A trend line that we believe will continue as we are really only at the beginning of this journey.”
“We delivered annualized gross bookings of 1.66 billion in 2025, up 27% year-over-year. Our Q4 bookings were 474 million, up 42% year-over-year and 20% from Q3, well ahead of our plan.”
“We expect 2026 adjusted EBITDA margins to be approximately 51%, an expected 200 basis point improvement over 2025 reflecting anticipated revenue growth and focused expense management.”
“Equinex is the neutral ground where enterprise infrastructure converges and we provide the essential layer of connectivity that make it all work at scale to unlock real business value.”
In this exclusive interview, Adaire Fox-Martin, CEO of Equinix, shares her insights on the evolving data center industry. With a background in Big Tech, Fox-Martin discusses her strategy for driving Equinix forward, including building bolder infrastructure, solving smarter with network abstraction, and serving better with a focus on enterprise customers. She highlights the unique position of Equinix as a colocation provider, comparing it to an airport authority for the internet. The conversation delves into AI workloads, energy needs, and the challenges of building and operating data centers.…
In this interview, Adaire Fox-Martin, CEO of Equinix, shares her insights on the future of data centers and the company's strategy.
In this interview, Adaire Fox-Martin, CEO of Equinix, shares her insights on the future of data centers and the company's strategic ...
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Adaire Fox-Martin, Equinix CEO, joins 'Power Lunch' to discuss Equinix's role in the data center world, the 'secret sauce' of the ...... with the world's most demanding AI workloads joined on set by Adair Fox Martin, CEO of Equinix. Adair, thank you for coming in.
07/30/2025 Q&A: 29:35 Equinix (Nasdaq: EQIX) is the world's digital infrastructure company. Digital leaders harness Equinix's ...
If you wanna have it on Spotify: https://open.spotify.com/episode/30Dr8zGet8Sd1zK5LKUWrD?si=22sMuTtdTn-zM6sazERwQg ...
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