Digital Realty Q1 2026 slides: record bookings fuel guidance raise

Digital Realty reported strong Q1 2026 results, citing record bookings that prompted the company to raise its full-year guidance. The upward revision reflects improved demand for data center capacity, signaling robust underlying growth in cloud and AI-driven infrastructure spending, which is tightening supply dynamics in the colocation market. This supply-demand imbalance is likely boosting pricing power and occupancy rates, benefiting Digital Realty’s core operating markets and supporting higher near-term FFO growth. REITs with concentrated exposure to high-growth tech corridors and hyperscale customers are particularly advantaged in this environment. Investors will watch the next quarterly leasing velocity and same-store NOI trends as key indicators of sustained momentum.

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