Analyst Notes

Bain Capital takes Chinese data centre operator ChinData private in $3.2b deal

August 22, 2023
Jabez Tan

Chinese data centre operator ChinData entered into a US $3.16b merger agreement with two wholly-owne...

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GoDaddy reports 2Q23 results; more of the same, uptake trends in motion

August 21, 2023
Philbert Shih

GoDaddy reported its 2Q23 results, which were comparable to what the company turned in last quarter ...

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Vantage tops out first building of Ashburn campus

August 21, 2023
Vivian Kong

Vantage Data Centres topped out its VA21 data centre. ...

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CoreWeave said to be adjusting expectations; infrastructure supply the underlying factor

August 21, 2023
Philbert Shih

Multiple media outlets point to how fast CoreWeave is growing, but there is additional reporting of ...

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Northern Data launches new brands for cloud, colocation, mining

August 21, 2023
Sacha Kavanagh

Germany-based Northern Data launched new divisional brands for its three core business areas: Taiga ...

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OVHcloud reports FY3Q23 results; consistent sequential performance, premium product demand

August 21, 2023
Philbert Shih

OVHcloud reported its 3QFY23 results, which showed relatively consistent performance on a sequential...

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Cloud, managed infrastructure earnings, hyperscale expansions, APAC, LatAm, M&A

August 21, 2023
Philbert Shih

It was a busy week that was highlighted by more results coming out of earnings season, new AI-orien...

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Lumen partners with Commvault for data protection

August 18, 2023
Philbert Shih

Lumen Technologies introduced a new security offering called Lumen Data Protect. ...

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Squarespace reports 2Q23 results, provides guidance

August 18, 2023
Philbert Shih

Mass-market cloud provider Squarespace disclosed its 2Q23 results. Total revenue came in at $247.5m,...

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365 Data Centers upgrades business continuity services

August 18, 2023
Vivian Kong

365 Data Centers continues to consolidate and integrate assets from the Sungard acquisition with re-...

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Akamai adds enhanced API security to portfolio

August 17, 2023
Philbert Shih

Akamai rolled out a new offering called API Security. ...

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Vantage Data Centers to bring first building of Osaka campus online by 2Q25

August 17, 2023
Jabez Tan

Vantage Data Centers provided an update on its first data centre campus in Osaka, Japan. ...

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