Analyst Notes
Neocloud Verda raises funds for international expansion, becomes Arm AGI CPU launch partner
Read more...Meta reports 1Q26 results; includes CapEx projection increase for 2026
Meta reported its 1Q26 results, which included details on the amount of CapEx being invested. ...
Read more...GoDaddy reports 1Q26 results; not much movement for SMB space
GoDaddy, a SMB-oriented cloud and hosting provider, reported its 1Q26 results. ...
Read more...Fastly reports 1Q26 results; raises guidance amid ongoing momentum
Fastly, a CDN and cloud infrastructure provider, reported its 1Q26 results. ...
Read more...CoreWeave reports 1Q26 results; more revenue growth, capacity acquisition amid diversifying customer base and consistently high demand
Read more...WSS: Earnings shows growth acceleration across hyperscale, webscale tiers; expansions in SEA, Middle East
Read more...Telehouse Europe promotes from within for new MD
Telehouse promoted Mark Prestridge to MD of Telehouse Europe. ...
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