Analyst Notes

Strategic acquisition slowdown

August 1, 2013
Philbert Shih

Strategic acquirers arguably were the key drivers behind the recent M&A wave that saw multiples ...

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More acquisitions of technology and capabilities in shared hosting

August 1, 2013
Philbert Shih

Shared hosting is still fragmented but the signs are there that consolidation – at least in the US...

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Colocation is the new shared hosting when it comes to M&A

August 1, 2013
Philbert Shih

Colocation consolidation in the US looks to be picking up the pace and is somewhat reminiscent of th...

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More consolidation in the UK

August 1, 2013
Philbert Shih

There are no fewer than seven UK-based firms actively involved in rolling up hosting and cloud asset...

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SoftLayer use case about bare metal capacity, speed

August 1, 2013
Philbert Shih

SoftLayer shared an interesting use case that speaks to the shift towards optimizing infrastructure ...

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Cologix building second downtown location in Vancouver (update)

July 31, 2013
Philbert Shih

We confirmed with Cologix some additional metrics pertaining to the size of the expansion in Vancouv...

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Cologix building second downtown location in Vancouver

July 31, 2013
Philbert Shih

Cologix will build out a new data centre in downtown Vancouver, Canada. ...

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CentriLogic shares growth metrics, data points; deliberate strategy

July 30, 2013
Philbert Shih

CentriLogic disclosed some growth metrics that give us some valuable insight into its growth traject...

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Executive transition underway at Rackspace

July 30, 2013
Philbert Shih

Rackspace will make a few changes at the executive level as current president and chief strategy off...

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Switch colocation customers reveal cloud ecosystem benefits

July 29, 2013
Philbert Shih

Switch Communications disclosed a pair of customers that provide insight into the ecosystem they are...

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Office 365 expands in Asia-pacific; progress data point

July 29, 2013
Philbert Shih

Microsoft’s Office 365 retail service is expanding in Asia and adoption through the partner ch...

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Directions: Sector in growth mode

July 29, 2013
Philbert Shih

Nothing has changed materially since 2Q13 when it comes to overall directional trends and investment...

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