VNET Group, Inc. (VNET) Q3 2025 Earnings Call Transcript

VNET Group, Inc. ( VNET ) Q3 2025 Earnings Call November 20, 2025 7:00 AM EST Company Participants Xinyuan Liu - Head of Director of Investor Ju Ma - Rotating President & GM of AIDC Strategic Business Group Qiyu Wang - Chief Financial Officer Conference Call Participants Yue Tang - Morgan Stanley, Research Division Timothy Zhao - Goldman Sachs Group, Inc., Research Division Huiqun Li - BofA Securities, Research Division Xinyi Wang - UBS Investment Bank, Research Division Shuyun Che - China International Capital Corporation Limited, Research Division Andy Yu - DBS Bank Ltd., Research Division Ethan Zhang - Nomura Securities Co. Ltd.

Seeking Alpha • Nov 20, 2025

VNET Reports Unaudited Third Quarter 2025 Financial Results

BEIJING , Nov. 20, 2025 /PRNewswire/ -- VNET Group, Inc. (Nasdaq: VNET) ("VNET" or the "Company"), a leading carrier- and cloud-neutral internet data center services provider in China, today announced its unaudited financial results for the third quarter ended September 30, 2025. "We delivered another strong quarter, demonstrating our strategy's effectiveness in capturing opportunities," said Josh Sheng Chen, Founder, Executive Chairperson and interim Chief Executive Officer of VNET.

PRNewsWire • Nov 20, 2025

VNET Group (VNET) Q3 Earnings Match Estimates

VNET Group (VNET) came out with quarterly earnings of $0.02 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.06 per share a year ago.

Zacks Investment Research • Nov 20, 2025

VNET to Announce Unaudited Third Quarter 2025 Financial Results on November 20, 2025

BEIJING , Nov. 11, 2025 /PRNewswire/ -- VNET Group, Inc. (Nasdaq: VNET) ("VNET" or the "Company"), a leading carrier- and cloud-neutral internet data center services provider in China, today announced that it will report its unaudited third quarter 2025 financial results on Thursday, November 20, 2025, before the open of U.S. markets. The Company's management will host an earnings conference call at 7:00 AM U.S. Eastern Time on Thursday, November 20, 2025, or 8:00 PM Beijing Time on Thursday, November 20, 2025.

PRNewsWire • Nov 11, 2025

VNET Issues First Holding-Type Real Estate Green Asset-Backed Security in China's IDC Sector under Private REIT Project

BEIJING , Nov. 4, 2025 /PRNewswire/ -- VNET Group, Inc. (Nasdaq: VNET) ("VNET" or the "Company"), a leading carrier- and cloud-neutral internet data center services provider in China, today announced that the Company has successfully issued a holding-type real estate green asset-backed security under its newly-launched private REIT (the "Private REIT Project"), marking a first in China's IDC industry. The Private REIT Project will be listed on the Shanghai Stock Exchange as a standardized security product.

PRNewsWire • Nov 4, 2025

VNET Group: Attractive Market Dynamics And Demand Outlook

VNET Group is poised for strong growth, driven by accelerating AI-related demand and robust order momentum from hyperscaler clients. Nearly all new wholesale orders for VNET are AI-focused, highlighting its expertise in high-density deployments and strong relationships with major tech players. Favorable market dynamics, disciplined capital recycling via REIT monetization, and solid execution de-risk VNET's growth outlook and support margin stability.

Seeking Alpha • Oct 9, 2025

VNET Group: Eyes On Latest Order Win And Key Customer's Plans

I continue to assign a "Buy" rating to VNET Group after assessing recent disclosures from the company and its client. VNET has secured a new win in Q3 2025, after suffering from an "order drought" in the preceding Q2. Alibaba is ramping up its cloud-related investments for the medium and long term, which should boost VNET's future results.

Seeking Alpha • Oct 9, 2025

Strength Seen in VNET Group (VNET): Can Its 7.3% Jump Turn into More Strength?

VNET Group (VNET) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Zacks Investment Research • Sep 26, 2025

VNET Wins 40MW Wholesale Order from Leading Internet Company for Its New Strategic IDC Campus

BEIJING , Sept. 11, 2025 /PRNewswire/ -- VNET Group, Inc. (Nasdaq: VNET) ("VNET" or the "Company"), a leading carrier- and cloud-neutral internet data center services provider in China, today announced that the Company has secured a 40MW wholesale order from a leading internet company for its new Gu'an IDC Campus, strategically located in the Greater Beijing Area.

PRNewsWire • Sep 11, 2025

SDHG H1 2025 Profit Soars 506 Percent, Riding Green Energy and Computing Boom

HONG KONG, Sept. 04, 2025 (GLOBE NEWSWIRE) -- Shandong Hi-Speed Holdings Group Ltd. (00412.HK) delivered a stunning half year performance with net profit surging 506 percent to RMB 476 million, according to its H1 2025 Financial Report released on August 29. The company's strategic pivot to renewable energy and computing power paid off handsomely, as business in these two emerging sectors drove 96 percent of its RMB 2.503 billion operating income.

GlobeNewsWire • Sep 4, 2025