Analyst Notes

Cloud node expansions after a recent lull

November 15, 2013
Philbert Shih

We saw a number of cloud node expansions after a recent lull. ...

Read more...

The M&A pipeline remains busy

November 15, 2013
Philbert Shih

The M&A pipeline remains busy. ...

Read more...

Big growth driver: Private cloud

November 15, 2013
Philbert Shih

Private cloud seems to be a big growth driver with the mid-market managed hosters we speak to. ...

Read more...

Mid-market managed hoster intel

November 15, 2013
Philbert Shih

We talked to yet another mid-market managed hoster that continues to get more growth from hosting an...

Read more...

Desire to staff through M&A

November 15, 2013
Philbert Shih

There has been a ton of M&A of late. ...

Read more...

Rackspace losing out

November 15, 2013
Philbert Shih

In recent conversations with a managed hosting and colocation provider they reported a number of win...

Read more...

Managed hosting uptake

November 15, 2013
Philbert Shih

It struck us that some customers that use colocation buy managed hosting at the contract renewal and...

Read more...

Big push with hoster-operated clouds

November 15, 2013
Philbert Shih

Speaking of speed and performance, there continues to be big push here with hoster-operated clouds. ...

Read more...

Amazon enhancing support

November 15, 2013
Philbert Shih

Amazon continues to double down on anything that gives it “enterprise chops”. ...

Read more...

Growth drivers: Equinix

November 15, 2013
Philbert Shih

Equinix again pointed to hosting and cloud infrastructure providers and financial services as primar...

Read more...

Hosting and colocation Sluggish growth: 4Q13

November 15, 2013
Philbert Shih

We are still tracking earnings season but it looks like in the managed hosting and colocation space ...

Read more...

A big four has emerged in shared hosting

November 15, 2013
Philbert Shih

A big four – GoDaddy, Web.com, 1&1 and Endurance International – has emerged in sha...

Read more...