Analyst Notes

Delta Air Lines to build on IBM Red Hat’s OpenShift

February 23, 2021
Daniel Beazer

Delta Air Lines is to migrate to hybrid cloud using IBM Red Hat’s OpenShift. ...

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Digital Realty reports 4Q20 results; Europe leasing activity accelerates

February 23, 2021
Jabez Tan

Digital Realty Trust (DRT) reported its 4Q20 results, which showed well rounded leasing activity com...

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TikTok likely to remain owned by ByteDance

February 23, 2021
Sacha Kavanagh

The Biden administration is postponing – potentially indefinitely – the forced sale of TikTok’...

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Colt DCS goes green in Europe with 100% renewable energy

February 23, 2021
Sacha Kavanagh

Colt Data Centre Services’s 17 data centres in Europe (including the UK) are now fully powered by ...

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Parler goes back online with obscure provider SkySilk

February 22, 2021
Philbert Shih

It appears that controversial social media platform Parler is back online and has an infrastructure ...

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Rackspace consolidating data centres as business shifts towards asset-light

February 22, 2021
Philbert Shih

Rackspace confirmed on its 4Q20 earnings call that it would continue to consolidate data centres as ...

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Rackspace reports 4Q20, FY20 results; continued execution, targeting long-term growth trends

February 22, 2021
Philbert Shih

Rackspace reported its 4Q20 and FY2020 results, which carry over the themes of the last few quarters...

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Equinix reports 4Q20 results; expects to accelerate growth in hyperscale business in EMEA, APAC

February 22, 2021
Jabez Tan

Equinix reported its 4Q20 results, which saw strong gross bookings, strong inter- and intra-reaching...

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Power outages in Texas have not taken down colocation facilities

February 22, 2021
Philbert Shih

The winter weather in Texas, and a power grid that has not been optimized for winter conditions, has...

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Essar Capital chooses Yotta Infrastructure for managed colocation

February 22, 2021
Sacha Kavanagh

India’s Essar Capital, the investment manager of Essar Global Fund Limited (EGFL), is shutting its...

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Investree running on Alibaba Cloud in Indonesia

February 22, 2021
Philbert Shih

Indonesian SMB lending platform Investree deployed its infrastructure on Alibaba Cloud. ...

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Earnings, big tech, capacity constraints, managed third party cloud, new market entrants

February 22, 2021
Philbert Shih

Earnings season continues to move along, but the sector slowed somewhat with public holidays in the ...

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