Analyst Notes
Fastly looks internally for new CEO
astly elevated its chief product officer Kip Compton to the CEO position. ...
Read more...Amazon reports 2Q25 results; growth acceleration and CapEx upticks amid ongoing supply and demand imbalance
Read more...Microsoft reports 4QFY25 and FY25 results; Azure growth, CapEx acceleration in face of strong demand signals
Read more...MI: CapEx outlays rising further as hyperscalers invest to meet supply and demand imbalance
CapEx is a good indicator of addressable market for the hyperscale data centre sector. ...
Read more...MI: Hyperscale earnings with common threads all pointing in a positive direction
The past month saw earnings season kick off with the ‘big four’ US hyperscalers – ...
Read more...MI: Strategic investments, new company formation signalling sector health, investor interest
The past month saw significant strategic investment activity and new company formation. ...
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