Analyst Notes

Overall: Factors driving growth in the middle of the market

August 28, 2013
Philbert Shih

There are a number of factors driving growth in the middle of the market – broadly defined here as...

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Europe: Developing willingness to outsource

August 28, 2013
Philbert Shih

Similar patterns seem to be at play in Europe with some of the larger hosters growing at slightly sl...

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Upside in the market: Opportunity to grow

August 28, 2013
Philbert Shih

Finally, not to be overlooked is the fact hosting still has a lot of runway left and this ensures ho...

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Regionalization: Hosting and colocation

August 28, 2013
Philbert Shih

Many of the smaller or mid-sized players are to a larger extent regional players – especially in t...

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Automation: Integral to the entire user experience

August 28, 2013
Philbert Shih

Automation has traditionally been a driver of operational efficiency on the back end. But automation...

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Investment and doubling down

August 28, 2013
Philbert Shih

The middle of the market has scaled up and started to invest. They have raised private equity capita...

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Cannibalization and colocation

August 28, 2013
Philbert Shih

Larger firms are more susceptible to cannibalization from cloud and virtual. ...

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The move up-market

August 28, 2013
Philbert Shih

Many hosters in the middle of the market have been moving up-market, shedding and/or de-emphasizing ...

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Simple math: Rackspace is not going to grow that easily

August 28, 2013
Philbert Shih

Most obviously, but worth reiterating, is the fact it is just a matter of simple math. Rackspace –...

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Summary: Slowdown in the sector

August 28, 2013
Philbert Shih

The recent slowdown in the sector has impacted companies across the board. But it is the smaller ‘...

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Telx elevates Chris Downie to CEO

August 28, 2013
Philbert Shih

Telx elevated Chris Downie to the CEO position vacated by the passing of Eric Shepcaro. ...

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Layered Tech adds healthcare customer to compliance hosting roster

August 28, 2013
Philbert Shih

Layered Tech brought on a new healthcare customer for its managed hosting services. ...

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