Analyst Notes
2Q24 IB: AI driving public cloud uptake
AI continues to be an increasingly important driver of public cloud adoption. ...
Read more...2Q24 IB: Data centre rationalization moving forward for both enterprises, service providers
Read more...2Q24 IB: Managed public cloud moving further away from infrastructure resale
Managed public cloud providers continue to shift away from raw infrastructure resale. ...
Read more...2Q24 IB: Existing customer growth dynamics continue shifting
Existing customer expansion has been a key driver of revenue growth. ...
Read more...2Q24 IB: Cost optimization wave nearing end, with some conservative IT buying behaviour persisting
Read more...2Q24 IB: Outages a reminder about infrastructure and application architectures
The recent quarter did not see much in the way of outages, but there were issues. ...
Read more...2Q24 IB: Executive movement continues; hiring diversifying
There continues to be significant hiring activity across the sector. ...
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