Revenue distribution by industry:

• Data centers and colocation services: approx. 85%
• Cloud services: approx. 10%
• Other IT services: approx. 5%

TOP 3 markets and their percentage shares:

• USA: approx. 55%
• Europe: approx. 25%
• Asia-Pacific: approx. 15%

Digital Realty Trust, Inc. generates the majority of its revenue from data centers and colocation services, driven by the increasing demand for data processing and storage capacities. The US market is the largest single market, followed by Europe and the Asia-Pacific region, both of which also make significant contributions. The geographic diversification helps the company benefit from global trends in digitization and cloud usage.

Production and Operating Locations: Globally distributed, with a focus on North America, Europe, and Asia.

Digital Realty Trust, Inc. is a Real Estate Investment Trust (REIT) specializing in the ownership, acquisition, development, and operation of data centers. The company does not produce physical products in the traditional sense but offers infrastructure and colocation services for data centers.

Digital Realty's data centers are located worldwide, with a large portion of the sites in North America, Europe, and Asia. This geographical distribution enables the company to serve a wide range of customers from various industries that rely on reliable and secure data infrastructure.

Strategic Growth Focus: Expansion of data centers and global expansion

Digital Realty Trust, Inc. pursues a growth strategy that is strongly focused on expanding its data center infrastructure and global expansion. The company plans to strengthen its presence in strategically important markets to meet the increasing demand for cloud services and data solutions.

Another focus is on the development of sustainable and energy-efficient data centers to reduce the ecological footprint and meet customer demands for more environmentally friendly solutions. This strategy is supported by partnerships with leading technology companies and investments in innovative technologies.

In addition, Digital Realty focuses on expanding its service offerings to provide customers with more comprehensive solutions in the field of data management and processing. This includes both improving existing services and introducing new products that meet the changing needs of customers.

Main materials: Steel, Aluminum, Copper

Countries of origin:

• Steel: China, India, USA
• Aluminum: Canada, Russia, Australia
• Copper: Chile, Peru, USA

Digital Realty Trust, Inc. is a leading company in the field of data centers. Materials such as steel, aluminum, and copper are crucial for the construction and maintenance of these facilities.

Steel is often imported from China and India, as these countries are among the largest producers worldwide. Aluminum is frequently sourced from Canada and Russia, as they are significant exporters of this metal. Copper, an essential component for electrical installations, is mainly imported from Chile and Peru, which are among the world's largest copper producers.

These materials are crucial for the infrastructure of data centers, as they are used in construction, cabling, and cooling systems.

Market share: Approx. 10% in the global data center market (estimate 2025)
EBITDA margin: 60% (2024)
Customer base: Over 4,000 customers worldwide (2024)

Digital Realty Trust, Inc. is one of the leading providers in the field of data centers and colocation services. The company benefits from a significant competitive advantage due to its global presence and extensive infrastructure, enabling it to meet a wide range of customer needs.

A key factor in Digital Realty's competitive advantage is its ability to offer large and scalable data centers that meet the growing demands of cloud providers and large enterprises. The high EBITDA margin of 60% also demonstrates the efficiency and profitability of the company compared to many competitors.

Digital Realty has also strengthened its market position through strategic acquisitions and partnerships, further enhancing its competitiveness. The broad customer base of over 4,000 customers worldwide also contributes to the company's stability and growth potential.

Institutional investor share: approx. 95% (2025, estimated based on historical data)

Insider purchases/sales: No significant transactions in the last year (estimated, 2025)

Digital Realty Trust, Inc. has traditionally had a high institutional investor share, which has historically been around 95%. This reflects the confidence of large investment funds and institutional investors in the company's stability and growth potential.

Regarding insider transactions, there were no significant purchases or sales in the last year, indicating a stable confidence of the management in the company's strategy and development. Such transactions are often seen as an indicator of the management's assessment of the company's value.

Market share of Digital Realty Trust, Inc.: Estimate 10-12% (2025)

Main competitors and their market shares:

1. Equinix, Inc.: Estimate 15-18%
2. CyrusOne Inc.: Estimate 5-7%
3. CoreSite Realty Corporation: Estimate 3-5%
4. Iron Mountain Incorporated: Estimate 2-4%
5. QTS Realty Trust, Inc.: Estimate 2-4%

Moat of Digital Realty Trust, Inc.:

Digital Realty Trust, Inc. is one of the leading providers in the data center and colocation services sector. The company's moat is based on several factors:

• Broad global presence: With data centers in strategically important markets worldwide, Digital Realty has a geographical advantage that is hard to replicate.

• Economies of scale: Due to its size, the company can benefit from cost savings that make it difficult for smaller competitors to remain competitive.

• Customer loyalty: Through long-term contracts and high switching costs for customers, Digital Realty has a stable customer base.

Compared to competitors, Equinix may have a stronger moat as it offers an even larger global presence and a more extensive network of interconnection services. This makes Equinix a more attractive partner for companies that rely on global connectivity.

Overall, Digital Realty possesses a significant moat, but the competition is intense, and some competitors, especially Equinix, may have advantages in certain areas.

Revenue Growth: 10% (2024) FFO Growth (Funds from Operations): 8% (2024)

Digital Realty Trust, Inc. is a leading provider of data center and colocation solutions. In 2024, the company recorded a revenue growth of 10%, driven by the increasing demand for cloud services and data management. The digitization and growth of data-intensive applications further fuel this trend.

The 8% FFO growth in 2024 indicates that Digital Realty was able to improve its operational efficiency, which is a crucial metric for REITs (Real Estate Investment Trusts). This positive development underscores the company's ability to generate stable and growing revenues.

Furthermore, in recent years, Digital Realty has consistently invested in expanding its infrastructure to meet the growing demand for data center services. These strategic investments position the company well for future growth.

Overall, the solid financial performance and strategic direction suggest that Digital Realty Trust, Inc. could be an attractive investment opportunity for investors interested in long-term growth in the digital infrastructure sector.

Dividend yield: 4.3% (estimated for 2025)
Dividend growth: 5% annually (average over the last 5 years)
Payout ratio: 70% of FFO (Funds From Operations, 2024)

Digital Realty Trust, Inc. regularly pays a dividend and is known for its reliable distributions. The dividend yield of 4.3% in 2025 is attractive, especially compared to other companies in the real estate industry.

In recent years, the company has shown a consistent dividend growth of an average of 5% per year. This indicates a solid financial foundation and positive business development.

The payout ratio of 70% of FFO is sustainable and allows room for future growth, further supporting the reliability of dividend payments. Digital Realty Trust has established itself as a stable dividend payer, making it an attractive option for income-oriented investors.