Digital infrastructure investor DigitalBridge Group (NYSE: DBRG) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 27.6% year on year to $47.9 million. Its GAAP profit of $0.27 per share was significantly above analysts’ consensus estimates.
Is now the time to buy DigitalBridge? Find out by accessing our full research report, it’s free.
DigitalBridge (DBRG) Q4 CY2025 Highlights:
- Assets Under Management: $41 billion
- Revenue: $47.9 million vs analyst estimates of $106.9 million (27.6% year-on-year decline, 55.2% miss)
- Pre-tax Profit: $32.85 million (68.6% margin)
- EPS (GAAP): $0.27 vs analyst estimates of $0.06 (significant beat)
- Market Capitalization: $2.81 billion
Company Overview
Transforming from a traditional real estate investor to a digital-focused powerhouse in 2021, DigitalBridge Group (NYSE: DBRG) is a global digital infrastructure investment firm that manages capital and operates assets across data centers, cell towers, fiber networks, and edge infrastructure.
Revenue Growth
A company’s long-term sales performance can indicate its overall quality. Any business can have short-term success, but a top-tier one grows for years. DigitalBridge struggled to consistently generate demand over the last five years as its revenue dropped at a 68.3% annual rate. This was below our standards and suggests it’s a low quality business.
Note: Quarters not shown were determined to be outliers, impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.Long-term growth is the most important, but within financials, a half-decade historical view may miss recent interest rate changes and market returns. DigitalBridge’s recent performance shows its demand remained suppressed as its revenue has declined by 77.6% annually over the last two years. 
Note: Quarters not shown were determined to be outliers, impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.
This quarter, DigitalBridge missed Wall Street’s estimates and reported a rather uninspiring 27.6% year-on-year revenue decline, generating $47.9 million of revenue.
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Key Takeaways from DigitalBridge’s Q4 Results
It was good to see DigitalBridge beat analysts’ EPS expectations this quarter. On the other hand, its revenue missed. Overall, this was a weaker quarter. The stock remained flat at $15.25 immediately after reporting.
Big picture, is DigitalBridge a buy here and now? We think that the latest quarter is only one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here (it’s free).
