GDS GDS Holdings (GDS) Q1 FY26 earnings call
GDS Holdings reported strong Q1 FY26 results, driven by unprecedented AI demand leading to significant new bookings and capacity expansion. The company is strategically investing in new data center developments, leveraging a strong balance sheet and disciplined capital allocation to capture multi-year growth opportunities in the AI infrastructure market. Management remains confident in exceeding its full-year bookings target while maintaining financial health.
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GDS operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Backlog | <600 MWOur backlog has increased to over 200,000 square meters or almost 600 megawatts most of which we will become billable within the next 6 to 8 quarters.Source: earnings call transcript | 757 MWBy the middle of the year, our backlog had increased substantially to 757 megawatts.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.