SoftBank Bid Puts DigitalBridge on a Privatization Path Ahead of 2025 Results

DigitalBridge Group has announced when it will unveil its 2025 financials, but the reporting process is shifting in light of SoftBank Group Corp.?s planned takeover. The impending transaction is reshaping the standard investor communications around the earnings release.

• Date: The fourth-quarter and full-year 2025 results will be issued on February 25 after the U.S. market close.
• Disclosure: There will be no conference call and no detailed guidance due to the ongoing takeover.
• Portfolio: The company currently manages roughly $108 billion in digital infrastructure assets.

Takeover in Focus
The upcoming earnings release is framed by the planned delisting and full acquisition by SoftBank. As is common during major buyouts, DigitalBridge is trimming public-facing communications and shifting toward privatized governance under the deal.

Market reaction from analysts has already begun to reflect the changing setup. Truist Financial Corp. moved the stock to Hold after the takeover proposal was announced. The deal marks a concluding phase in DigitalBridge?s long-running transformation, which has steered the company away from a broad real estate exposure toward a specialty in wireless towers, data centers, and fiber networks.

Outlook for Q4
Industry observers are projecting Q4 2025 earnings of about $0.08 per share. In the prior quarter, the third quarter, DigitalBridge delivered $0.12 per share, topping expectations. The question on the table is whether the annual results will validate SoftBank?s valuation in the eyes of investors.

Investor communications plan
Instead of a traditional live briefing, management will publish a compact investor summary on the company?s website. The summary will review the performance of the $108-billion portfolio, with emphasis on management-fee revenues tied to digital ecosystem assets.

Full-year 10-K timing
The complete Form 10-K is expected shortly after the preliminary figures on February 25. The filing will provide a more detailed look at how stable the infrastructure-asset revenues were ahead of the ultimate transition under SoftBank?s ownership.