GDS (GDS) Q2 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Fri, August 14, 2026 astatine 10:18 AM CDT 20 min read

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DATE

Thursday, Aug. 13, 2026, astatine 8 a.m. ET

CALL PARTICIPANTS

• Head of Investor Relations-Laura Chen

• Founder, Chairman and Chief Executive Officer-William Huang

• Chief Financial Officer-Dan Newman

Full Conference Call Transcript

Operator: Hello, ladies and gentlemen. Thank you for lasting by for GDS Holdings Limited's Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Today's league telephone is being recorded. I'll present crook the telephone implicit to your host, Ms. Laura Chen, Head of Investor Relations for the company. Please spell ahead, Laura.

Laura Chen: Thank you. Hello, everyone. Welcome to the Second Quarter 2026 Earnings Conference Call of GDS Holdings Limited. The company's results were issued via Newswire Services earlier contiguous and are posted online. A summary presentation, which we volition notation to during this league call, tin beryllium viewed and downloaded from our IR website astatine investors.gds-services.com. Leading today's telephone is Mr. William Huang, GDS Founder, Chairman and CEO, who volition supply an overview of our concern strategy and performance. Mr. Dan Newman, GDS CFO, volition past reappraisal the fiscal and operating results. Before we continue, delight enactment that today's treatment volition incorporate forward-looking statements made nether the harmless harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995.

Forward looking statements impact inherent risks and uncertainties. As such, the company's results whitethorn beryllium materially antithetic from the views expressed today. Further accusation regarding these and different risks and uncertainties is included successful the company's prospectus arsenic filed with the U.S. SEC. The institution does not presume immoderate work to update immoderate forward-looking statements, but arsenic required nether applicable law. Please besides enactment that GDS net property merchandise and this league telephone see discussions of unaudited GAAP fiscal accusation arsenic good arsenic unaudited non-GAAP fiscal measures. GDS property merchandise contains a reconciliation of the unaudited non-GAAP measures to the unaudited astir straight comparable GAAP measures. I'll present crook the telephone implicit to GDS Founder, Chairman and CEO, Mr.

William Huang. Please spell ahead, William.

William Huang: Hello, everyone. This is William. Thank you for joining america connected today's call. AI is transforming our business. Our income momentum is the strongest we person ever seen. In the 2nd quarter, we achieved 260 megawatts of caller bookings, bringing our full for the archetypal fractional of 2026 to a grounds 470 megawatts. During the existent quarter, we are good connected the mode to securing further large concern wins with starring customers. We are confidently raising our afloat twelvemonth income people to 1 gigawatt. All of our income agreements, including -- see a binding take-or-pay commitment. This is simply a metric which we disclose arsenic bookings. The income statement specified transportation date, which is up to 4 quarters aft bookings.