Analyst Notes

Cloudflare reports 3Q22 results; hits $1b in ARR for first time, continued growth despite conditions

November 29, 2022
Philbert Shih

Cloudflare reported its 3Q22 results, which showed continued steady growth despite less than ideal c...

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Cloudflare brings in new sales leader as it targets enterprise space

November 29, 2022
Philbert Shih

Cloudflare brought in Marc Boroditsky as president of revenue. ...

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CoreSite launches new Open Cloud Exchange capabilities

November 29, 2022
Vivian Kong

CoreSite confirmed plans to add new product capabilities to its Open Cloud Exchange networking platf...

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MEEZA opens fifth Qatar data centre; hyperscale, World Cup demand

November 29, 2022
Sacha Kavanagh

Qatari IT service provider and data centre operator MEEZA opened its fifth data centre. ...

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Arelion boosts US-Mexico connectivity

November 29, 2022
Sacha Kavanagh

Arelion (previously Telia Carrier) will build two new fibre routes from the US to Mexico and will co...

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SC Capital Partners and ADIA form investment partnership

November 28, 2022
Jabez Tan

Singapore-based private equity firm, SC Capital Partners, formed a data centre investment program wi...

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GoDaddy reports 3Q22 results; slowing growth exacerbated by Europe woes

November 28, 2022
Philbert Shih

GoDaddy reported its 3Q22 results, which showed weakness stemming from the weak macro environment th...

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Google signs first PPAs for clean energy in UK, Spain

November 28, 2022
Sacha Kavanagh

Google signed purchase power agreements (PPAs) in the UK and Spain. ...

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NorthC completes Germany acquisition, hires for DACH expansion

November 28, 2022
Sacha Kavanagh

NorthC Group completed the acquisition of Germany’s IP Exchange (first announced in September 2021...

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Social media infrastructure, M&A, APAC, subscale, product development, CFOs

November 28, 2022
Philbert Shih

It was a shorter week with the US Thanksgiving holiday followed by Black Friday and Cyber Monday. C...

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AMD CEO shares view on overall data centre market health in latest 3Q22 results

November 23, 2022
Jabez Tan

AMD reported its 3Q22 results with CEO Lisa Su sharing interesting perspectives on the overall healt...

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Thrive acquires Custard Technical Services in UK

November 23, 2022
Philbert Shih

Thrive made another acquisition, picking up Nottingham, UK-based support services provider Custard T...

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