Digitalbridge Group Stock Earnings Reports

DigitalBridge reported a strong Q3 2025 with clear execution across revenue, capital formation and strategic initiatives. Key financials: fee revenue was $93–94 million (up ~22% YoY) and fee-related earnings (FRE) rose ~43% YoY to $37 million, supported by ~$8 million of catch-up fees; distributable earnings were $22 million and available corporate cash was ~$173 million. Capital formation remained robust with $1.6 billion raised in the quarter and $4.1 billion year-to-date, and FEEUM reached $40.7 billion (target achieved one quarter early). The company emphasized its "power bank" competitive advantage — >20 GW of secured power across its data center platforms and a record 2.6 GW leased in Q3 (representing ~1/3 of U.S. hyperscale leasing for the quarter) — and highlighted two landmark Vantage mega‑campus developments (Frontier in Texas, $25B/1.4 GW; Lighthouse in Wisconsin, $15B/1.0+ GW) that are pre-leased to major AI/cloud customers and expected to drive fee income, co-invest activation and carried interest over the coming years. Strategic priorities include launching new product channels (programmatic private wealth via Franklin Templeton), rolling out digital energy and stabilized data center strategies, growing co-invest margins, and continuing targeted M&A. Management reiterated that carried interest recognition can be lumpy (dependent on fund life-cycle and realizations), that realizations and carry should accelerate in the next 24–36 months, and that the firm has material liquidity and warehouse investments to support product launches.