Q3 2025 DigitalBridge Group Inc Earnings Call Transcript

Oct 30, 2025 / 12:00 PM GMT

Release Date Price: $21.41 (-1.31%)

Transcript 10-Q8-K

Key Points

Positve

DigitalBridge Group Inc (DBRG) reported a 22% year-over-year increase in fee revenues, reaching $94 million.
Fee-related earnings grew by 43% to $37 million, indicating improved margins as revenue growth outpaced expenses.
The company raised $1.6 billion in new capital during the quarter, bringing the year-to-date total to $4.1 billion.
DBRG achieved its $40 billion fee-earning equity under management target one quarter ahead of schedule, reaching $40.7 billion.
The company announced significant data center projects, including the Frontier mega campus in Texas and the Lighthouse campus in Wisconsin, with long-term commitments from major tech companies like Oracle and OpenAI.

Negative

There was a $20 million reversal of carried interest during the quarter due to changes in the fair value of fund investments.
The company faces challenges in executing large gigawatt-scale data center projects due to capital and resource constraints.
Despite strong financial performance, the stock price does not fully reflect the potential value of carried interest.
The presence of new entrants in the data center market could increase competition and pressure margins.
The company must navigate credit risks associated with newer hyperscale tech companies that are not yet profitable.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DBRG.N - Digitalbridge Group Inc
Q3 2025 DigitalBridge Group Inc Earnings Call
Oct 30, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the digital bridge Grouping 3rd quarter earnings conference call 2025. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the during the conference, please press 0 on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host Severn White, managing director, head of public investor relations.

Thank you, sir. You may begin.

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Unidentified_2 [2]
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