What is Blue Owl Capital's digital infrastructure — revenue?

Blue Owl Capital (OWL) reported digital infrastructure — revenue of $34.81M in Q1 2026.

How has Blue Owl Capital's digital infrastructure — revenue changed year-over-year?

Blue Owl Capital's digital infrastructure — revenue decreased by 33.4% year-over-year, from $52.23M to $34.81M.

What does digital infrastructure — revenue mean?

This metric represents the total revenue generated from the firm's digital infrastructure investment platform, which focuses on capital deployment into data centers and related connectivity assets. It reflects the firm's ability to capture market share within the specialized real estate and infrastructure sector. Growth in this line item indicates successful expansion into high-demand technology-driven physical assets.

Blue Owl Capital (OWL) Digital infrastructure — Revenue

Screener

Other product segments

Direct lending

$337.47M+12.8%

GP minority stakes

$150.34M+1.3%

Net lease

$65.38M+39.6%

Administrative, transaction and other fees

$56.64M+9.7%

Alternative credit

$30.37M+43.4%

Investment grade credit

$17.8M+6.7%

Other

$16.06M+61.7%

Real estate credit

$11.94M+15.0%

Strategic Revenue-Share Purchase consideration amortization

-$11.04M+0.6%

Amortization of deferred incentives paid to customers

-$9.81M—

Fee offsets

-$7.36M—

Performance revenues

$6.07M-3.9%

GP debt financing

$4.8M+101%

Liquid credit

$4.75M-36.5%

Professional sports minority stakes

$1.17M+81.2%

Similar metrics at other companies

HUTDigital Infrastructure — Revenue

$28.57M+2,069%

BTCSBlockchain Infrastructure Revenues — Revenue

$1.14M-32.8%

MHDigital — Revenue

$392.72M-2.1%

THRYDigital — Revenue

$17.36M-46.6%

WMGDigital — Revenue

$1.25B+10.4%

RSVRDigital — Revenue

$27.22M+21.2%

Other financials

Income statement

See full

Revenue$753.8M+10.3%

Net income$15.5M+109%

EPS (diluted)$0.02—

Balance sheet

See full

Cash & equivalents$190.5M+95.1%

Total debt$4.4B+21.0%

Total equity$2.1B-10.1%

Total assets$12.4B+1.0%

Cash flow

See full

Operating cash flow$102.8M+485%

CapEx$13.8M+3.6%

Free cash flow$89.0M+1,996%

Valuation

See full

Market cap$7.81B-38.6%

Enterprise value$11.97B-26.3%

P/E89.8×-79.0×

P/S2.7×-2.2×

Profitability

See full

Net margin3%-0.8pp

FCF margin43.6%+7.2pp

Returns & leverage

See full

Return on equity3.9%-0.7pp

Debt / equity2.1×+0.5×

Current ratio11.8×—

Where this comes from

Reported directly by Blue Owl Capital in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Blue Owl Capital’s 10-Q, filed May 1, 2026.

Filed: May 1, 2026, 4:39 PM EDT
Fiscal quarter: Q1 FY2026
Calendar quarter: Q1 2026
Accession: 0001823945-26-000026

(dollars in thousands)	Three Months Ended March 31, 2026	2025
Real Assets Platform
Net lease	65,379	46,836
Real estate credit	11,942	10,381
Digital infrastructure	34,809	52,233
Management Fees	112,130	109,450
Administrative, transaction and other fees	25,082	10,506
Fee offsets(1)	(3,516)	—
Total Management and Other Fees, Net	133,696	119,956

Item 6. Exhibits

FAQ

What is Blue Owl Capital's digital infrastructure — revenue?: Blue Owl Capital (OWL) reported digital infrastructure — revenue of $34.81M in Q1 2026.
How has Blue Owl Capital's digital infrastructure — revenue changed year-over-year?: Blue Owl Capital's digital infrastructure — revenue decreased by 33.4% year-over-year, from $52.23M to $34.81M.
What does digital infrastructure — revenue mean?: This metric represents the total revenue generated from the firm's digital infrastructure investment platform, which focuses on capital deployment into data centers and related connectivity assets. It reflects the firm's ability to capture market share within the specialized real estate and infrastructure sector. Growth in this line item indicates successful expansion into high-demand technology-driven physical assets.