DigitalBridge Group Inc. reported its fourth‑quarter 2025 financial results, posting a non‑GAAP earnings per share of $0.21 and a GAAP EPS of $0.27. The company’s revenue for the quarter was $105.75 million, slightly below the consensus estimate of $105.97 million. The earnings beat was driven by disciplined cost management and higher fee income, while the revenue miss reflected weaker demand in certain portfolio segments.
The $0.21 EPS represented a $0.13 beat over the $0.08 consensus estimate, a 162% upside that marked a significant improvement from the $0.12 EPS reported in Q3 2025. The strong earnings performance was largely attributed to effective cost controls and a favorable mix of high‑margin digital infrastructure contracts, which helped offset the modest decline in revenue.
Revenue fell short of expectations by $0.22 million, a narrow miss that highlighted a slowdown in some asset‑monetization activities. The company’s revenue decline was partially offset by continued demand for data‑center and edge‑infrastructure services, but the overall mix shift toward lower‑margin segments weighed on top‑line growth.
DigitalBridge will not provide detailed guidance for the remainder of 2025, citing the pending acquisition by SoftBank Group Corp. The transaction, valued at approximately $16 per share, is still subject to regulatory approval, which has introduced uncertainty into the company’s forward outlook.
Market reaction to the earnings was muted. Investors weighed the strong EPS beat against the revenue miss and the acquisition context, resulting in a largely unchanged share price in after‑hours trading.
The earnings release underscores the company’s focus on monetizing its portfolio assets—such as the sale of its stake in Netomnia—while maintaining a strategic emphasis on digital infrastructure. The pending SoftBank acquisition and the growing demand for AI‑driven data‑center capacity position DigitalBridge for long‑term growth, even as short‑term revenue volatility persists.
Overall, the results demonstrate robust profitability but signal caution in revenue growth, reflecting the broader market dynamics and the impact of the forthcoming acquisition.
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