DigitalBridge Group, Inc. (DBRG) reported significant financial results for the third quarter and the nine months ended September 30, 2024, reflecting a mixed performance compared to the previous fiscal period. For the three months ended September 30, 2024, total revenues were $76.1 million, a substantial decrease from $262.7 million in the same period of 2023. However, for the nine months, revenues increased to $540.9 million from $471.1 million year-over-year. The decline in quarterly revenues was attributed to a lack of distributed carried interest, which was $0 compared to $27.9 million in Q3 2023, and unrealized carried interest losses of $15.8 million, contrasting with gains of $140.9 million in the prior year.

Total expenses for Q3 2024 were $76.3 million, down from $159.5 million in Q3 2023, while expenses for the nine months rose to $428.7 million from $346.3 million. The net income attributable to DigitalBridge for Q3 2024 was $13.8 million, a significant drop from $276.5 million in Q3 2023. However, for the nine months, net income attributable to the company increased to $75.6 million from $70.0 million in the previous year.

The company’s liquidity position as of September 30, 2024, was approximately $427 million, including $300 million available under Variable Funding Notes. DigitalBridge reduced its corporate debt by fully exchanging or redeeming $78.4 million of 5.75% senior notes, resulting in annual interest savings of about $4.5 million. The company also monetized non-core investments, generating $35 million in net proceeds.

Strategically, DigitalBridge continues to focus on its transformation into an investment manager specializing in digital infrastructure. The acquisition of InfraBridge in February 2023 for $314.3 million is a key development, with contingent consideration based on future fundraising targets. The company reported an increase in Fee Earning Equity Under Management (FEEUM) to $34.1 billion as of September 30, 2024, up from $32.8 billion at the beginning of the year, driven by capital raised for its flagship fund.

In terms of operational changes, DigitalBridge has streamlined its business structure, now reported as a single segment following the discontinuation of its Operating segment at the end of 2023. The company has also seen fluctuations in its employee compensation costs, with cash compensation decreasing due to lower estimated bonuses and severance costs.

Overall, DigitalBridge's financial performance reflects a complex landscape of revenue generation, strategic acquisitions, and operational adjustments as it continues to navigate the evolving digital infrastructure investment space.

About DigitalBridge Group, Inc.

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