Analyst Notes
2Q24 IB: Cloud node expansion slower in recent quarter
Cloud node expansion slower in recent quarter. ...
Read more...2Q24 IB: Capacity constraints creating challenges around meeting demand
Capacity constraints have emerged as an inhibitor to growth as AI demand surges. ...
Read more...2Q24 IB: Specialization and focus driving new service offerings around verticals, compliance
Cloud and managed infrastructure services continue to see increased specialization and focus. ...
Read more...2Q24 IB: AI driving public cloud uptake
AI continues to be an increasingly important driver of public cloud adoption. ...
Read more...2Q24 IB: Data centre rationalization moving forward for both enterprises, service providers
Read more...2Q24 IB: Managed public cloud moving further away from infrastructure resale
Managed public cloud providers continue to shift away from raw infrastructure resale. ...
Read more...2Q24 IB: Existing customer growth dynamics continue shifting
Existing customer expansion has been a key driver of revenue growth. ...
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