DLRDigital Realty
- Employees
- 4,282
- Headquarters
- Austin, TX
- Next results
- around Feb 4, 2027
What changed
10-K filed Feb 13, 2026 against Feb 25, 2025| Area | What changed | Source |
|---|---|---|
| Risk factors | 10 new paragraphs, nothing like them in the previous 10-K | 10-K Item 1A |
| Receivables growing faster than revenue | Receivables +27.9% vs revenue +10.0% (+17.8 pts) | 10-K · XBRL |
| Critical audit matters changed | New this year: Evaluation of lease revenue (“As discussed in note 2 to the consolidated financial statements, the Company records rental revenue, which includes revenue related to leases that generally provide for 1 megawatt or more of power and have lease terms of 5-10+ years, on a straight-line basis if the Company determines on a lease-by-l”). No longer listed: Evaluation of Scale and Hyperscale lease revenue | 10-K · XBRL |
| Accounting checks | 8 other checks clear, 2 worth a look | 10-K · XBRL |
| Insiders | No open-market buys in the last 90 days | Form 4 |
| Filings | 3 in the last 30 days | EDGAR |
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
What's new, in their words
10-K filed Feb 13, 2026Paragraphs in Risk Factors that were not in the 10-K filed 2025-02-25. Quoted as filed.
As artificial intelligence becomes more prevalent in the workplace, it may present new considerations that could affect our business and operating results.
10-K, Item 1A
Accounting checks
latest 10-K8 of 10 clear 2 worth a look. Checks, not verdicts.
- !Receivables growing faster than revenueReceivables +27.9% vs revenue +10.0% (+17.8 pts)
- !Critical audit matters changedNew this year: Evaluation of lease revenue (“As discussed in note 2 to the consolidated financial statements, the Company records rental revenue, which includes revenue related to leases that generally provide for 1 megawatt or more of power and have lease terms of 5-10+ years, on a straight-line basis if the Company determines on a lease-by-l”). No longer listed: Evaluation of Scale and Hyperscale lease revenue
- ✓Cash from operations $2.4B vs net income $1.3B (FY ending 2025-12-31)
- ✓Same auditor in both 10-Ks: KPMG LLP
- ✓No statement of substantial doubt about going concern
- ✓No 8-K item 4.02 in the last 2 years
- ✓No NT 10-K or NT 10-Q in the last 2 years
- ✓No sentence in the 10-K concludes that controls were not effective because of a material weakness
- ✓No 8-K item 2.06 in the last 2 years
- ✓No 8-K item 1.03 in the last 2 years
In the last 30 days
All filings →- Oct 30, 20268-K Other events 8-K item 8.01
- Oct 30, 202610-Q Quarterly report (10-Q) period ended Sep 30, 2026
- Oct 29, 20268-K Quarterly results, Regulation FD disclosure 8-K items 2.02, 7.01
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