Analyst Notes

Fastly brings in new CFO

August 21, 2025
Philbert Shih

Fastly named Richard Wong as its new CFO. ...

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IONOS reports steady 1H25 results

August 21, 2025
Philbert Shih

IONOS Group, a SMB-oriented webscale cloud provider based in Germany, reported its 1H25 results. ...

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American Tower reports 2Q25 results; steady growth in data centre segment

August 20, 2025
Vivian Kong

American Tower reported its 2Q25 results, which included data points and KPIs around the CoreSite da...

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Digital Realty and Oracle expand collaboration to accelerate hybrid IT and AI adoption

August 20, 2025
Swapna Subramani

Digital Realty partnered with Oracle to integrate Oracle Cloud Solution Centers into its global data...

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Fastly reports 2Q25 results; signs of uptake lead to top-line, KPI gains

August 20, 2025
Philbert Shih

CDN, security and cloud provider Fastly reported its 2Q25 results. ...

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InfraRed Capital Partners acquires Rogers data centre colocation portfolio

August 19, 2025
Philbert Shih

InfraRed Capital Partners, part of Canadian financial services firm Sun Life, confirmed that it ente...

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OpCore to develop data centre on former EDF power plant site outside Paris

August 19, 2025
Ainsley Woods

OpCore, French data centre firm backed by Iliad and InfraVia, has been selected to develop a new dat...

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CDC Data Centres to develop 200MW campus just outside of Perth, Australia; sovereign AI workloads

August 19, 2025
Jabez Tan

Australian operator CDC Data Centres shared plans to develop a new 200MW campus outside Perth in wes...

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Oracle Cloud deploying with DayOne in Batam, Indonesia

August 18, 2025
Philbert Shih

Multiple media reports confirm Oracle Cloud will deploy infrastructure in Batam, Indonesia with DayO...

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Iron Mountain reports 2Q25 results; signs 2.3MW of new leases, lowers full-year target

August 18, 2025
Ainsley Woods

Iron Mountain reported its 2Q25 results, signing a total of 2.3MW in new leasing during the quarter ...

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Meta partners with PIMCO, Blue Owl on $29b Louisiana data centre financing; signals shift to asset-light model

August 18, 2025
Ainsley Woods

Meta is working with PIMCO and Blue Owl Capital to raise $29b to support its data centre build-out i...

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Cloudflare reports 2Q25 results; large customer and Workers compute momentum, acceleration

August 18, 2025
Philbert Shih

Cloudflare reported its 2Q25 results, which saw a continuation of healthy trends and some re-acceler...

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