DBRIPNYSEInvestment AdviceUS GAAP · USD

DigitalBridge Group, Inc.

DigitalBridge Group is an investment manager focused on digital infrastructure assets and businesses, including data centers, cell towers, fiber networks, small cells and edge infrastructure. It raises capital from institutional investors and deploys it through private equity, core equity, credit and liquid strategies across the digital ecosystem.

Kysy yhtiöstä
Liikevaihto94,0milj. USD
−84,5 %v/v
Nettotulos142milj. USD
+101,2 %v/v
Vapaa kassavirta258milj. USD
+356,3 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

02505007501 0001 250milj. USD2020: 1 237 milj. USD20202021: 966 milj. USD20212022: 695 milj. USD20222023: 821 milj. USD20232024: 607 milj. USD20242025: 94 milj. USD202594
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: DigitalBridge Group, Inc.

Liiketoiminta

Osuus liikevaihdosta
Value-add digital infrastructure funds45 %

Commingled funds that invest in and build businesses across digital infrastructure.

Core equity20 %

Stabilized digital infrastructure assets with long-duration cash flow and current yield.

Credit strategies15 %

Private credit and financing products for digital infrastructure borrowers globally.

Liquid strategies10 %

Long-only, long-short and market-neutral public equity strategies tied to digital infrastructure and adjacent sectors.

InfraBridge and other strategies10 %

Mid-market infrastructure and digital-adjacent investing, including energy and logistics exposure.

Tuotteet

Raportoitu · osuus liikevaihdosta
99,8%FY2025100 %
  • Management Service99,8 %
  • Management Service Other0,2 %

Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

DigitalBridge sells primarily to institutional investors that allocate capital to alternative assets, including pensions, sovereign wealth funds, insurers, asset managers and endowments. Its underlying portfolio companies and borrowers are digital infrastructure operators that need equity capital, acquisition financing, refinancing or structured credit to expand networks and platforms.

Institutional fund investors

Pensions, sovereign wealth funds, insurers, endowments and asset managers that commit capital to DBP and related funds for digital infrastructure exposure.

Digital infrastructure operators

Data center, tower, fiber, small cell and edge infrastructure businesses that receive equity or credit capital to grow, refinance or acquire assets.

Corporate borrowers in digital infrastructure

Companies seeking first-lien, second-lien, mezzanine or preferred-equity financing through DigitalBridge Credit.

Public market investors

Investors in liquid strategies that seek exposure to undervalued digital infrastructure, real estate and technology-media-telecom names.

Strategia

DigitalBridge is building a multi-strategy platform around digital infrastructure, using its fund franchise to raise capital, expand fee-earning assets and deepen relationships with operators and institutional allocators. The firm also emphasizes proprietary deal sourcing, balance-sheet structuring and capital solutions across the capital stack, which helps it compete for transactions and support portfolio growth.

Raise and deploy capital into flagship fundsLyhyt aikaväli

Higher fund commitments increase management fees and support platform scale.

Broaden product mix across equity, credit and liquid strategiesKeskipitkä aikaväli

Diversification reduces reliance on any single fund cycle and widens the addressable investor base.

Source proprietary digital infrastructure transactionsKeskipitkä aikaväli

Proprietary access can improve entry pricing and reduce auction competition.

Increase portfolio company value through capital structure managementKeskipitkä aikaväli

Optimized leverage and financing can improve returns and resilience for underlying assets.

Maantiede

The company is headquartered in Boca Raton, Florida, with key offices in New York, London, Luxembourg and Singapore, which supports sourcing and fundraising across North America, Europe and Asia. Its investment activity is global, but the core equity strategy emphasizes more developed geographies while credit and value-add funds can invest across regions where digital infrastructure demand is growing.

Riskit

Results are highly sensitive to fundraising, asset valuations and carried interest, which can swing sharply with market conditions and portfolio marks. The company also faces execution risk from its pending SoftBank acquisition, cybersecurity exposure, and the usual risks of managing illiquid, levered infrastructure assets across multiple jurisdictions.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Merger with SoftBank may fail or be delayed1Volatility in unrealized carried interest2Cybersecurity and third-party systems risk3Fundraising and capital deployment risk4Valuation and leverage risk in portfolio companies5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Merger with SoftBank may fail or be delayedVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The transaction is subject to stockholder approval and customary closing conditions, so completion is not guaranteed.

    Kohdistuu: Corporate transaction and strategic uncertainty

  2. Volatility in unrealized carried interestVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Revenue includes mark-to-market carried interest that can reverse when portfolio values change.

    Kohdistuu: Earnings and reported revenue

  3. Cybersecurity and third-party systems riskVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The business relies on internal and outsourced IT systems and processes sensitive investor and portfolio data.

    KohdistuuOperationsComplianceReputation
  4. Fundraising and capital deployment riskVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Management fees depend on capital raised and fee-earning AUM, so slower fundraising can pressure growth.

    Kohdistuu: Fee revenue and platform scale

  5. Valuation and leverage risk in portfolio companiesVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Digital infrastructure assets often use leverage and fair-value marks, which can magnify downside in weaker markets.

    Kohdistuu: Fund returns and carried interest

Kysy Clarifolta: DigitalBridge Group, Inc.

Kirjanpito

Harkinnanvaraiset erät
Unrealized carried interest valuation

This is the main driver of revenue volatility and can reverse when portfolio marks change.

Vaikutus: Reported revenue and operating income can swing sharply between periods

Fee-earning equity under management

Management fees are tied to FEEUM and fundraising timing, including catch-up fees.

Vaikutus: Fee revenue growth depends on capital raises and fee basis changes

Fair value measurement of investments

Illiquid digital infrastructure holdings require judgmental valuation inputs.

Vaikutus: Affects realized/unrealized investment income and carried interest

Consolidation and noncontrolling interests

The company presents results net of amounts attributed to noncontrolling interests in certain cases.

Vaikutus: Can materially affect reported fee revenue, DE and FRE presentation

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Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

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Päivitetty: 24.9.2026

DigitalBridge Group, Inc. (NYSE) – Investment Advice | Analyysi – Clarifo