San Francisco, CA – Representatives from Digital Realty Trust, Inc. participated in the 2024 RBC Capital Markets Global Communications Infrastructure Conference on September 24, 2024.

During the conference call, Matt Mercier, the company’s CFO, and Jordan Sadler, the Head of Investor Relations, discussed Digital Realty’s strategies in response to macro uncertainties such as interest rates. Mercier highlighted the sector’s strong demand drivers and how the company’s global expansion has positioned it to capitalize on the current supply-demand dynamics.

One of the primary focuses of the discussion was how Digital Realty is adapting to the evolving landscape of customer behavior and project economics. Both Sadler and Mercier emphasized the company’s intentional move towards becoming a global business, noting the importance of this strategic shift in a rapidly changing market.

Mercier pointed out that the sector is experiencing high demand while facing supply limitations, creating a favorable environment for Digital Realty to thrive. This positive demand/supply balance has allowed the company to strategically navigate through uncertainties like interest rates and maintain a strong outlook for the future.

The executives also discussed the company’s financial position and balance sheet, highlighting the steps taken to ensure stability and growth in the face of external challenges. By focusing on diversification, innovation, and a global approach, Digital Realty has positioned itself as a leader in the communications infrastructure sector.

Overall, the conference call provided valuable insights into Digital Realty’s strategic direction and its ability to adapt to macroeconomic uncertainties. As the company continues to expand globally and capitalize on strong demand drivers, it is well-positioned to navigate through evolving market conditions and drive long-term success.