Analyst Notes

Wix reports 3Q18 results; continued growth and profitability improvements

November 20, 2018
Ainsley Woods

SMB site builder Wix reported its 3Q18 results and showed positive KPI trajectory and improved profi...

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Google Cloud CEO Diane Greene stepping down; Oracle executive to take over

November 19, 2018
Philbert Shih

Diane Greene, CEO of Google Cloud, officially resigned and will leave in early 2019. ...

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Equinix CEO comments on impact of US-China trade war tariffs

November 19, 2018
Jabez Tan

Equinix CEO Charles Meyers commented on some interesting data points and its relevance to internatio...

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Permira said to be seeking buyer for South Africa’s Teraco; should be no shortage of interest

November 19, 2018
Sacha Kavanagh

Media reports UK PE firm Permira is seeking a buyer for Teraco Data Environments. ...

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Hyperscale, wholesale, expansions, cloud nodes, earnings

November 19, 2018
Philbert Shih

The sector continues to push forward as earnings season plays out and the US Thanksgiving weekend ap...

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EdgeConneX pushes deeper into Europe with Poland acquisition

November 16, 2018
Sacha Kavanagh

EdgeConneX acquired Linxdatacenter’s data centre, support team and customer base in the Polish cap...

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Macquarie Telecom launches new data centre business unit Macquarie Data Centres

November 16, 2018
Jabez Tan

Macquarie Telecom launched a new data centre business unit called Macquarie Data Centres (MDC) to ma...

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Digital Realty brings online its third Sydney data centre; plans for a fourth site in pipeline

November 15, 2018
Jabez Tan

Digital Realty brought online its fifth data centre in Australia. ...

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AWS shares identity of customers in Italy

November 15, 2018
Philbert Shih

AWS confirmed a number of its customers in Italy, which includes enterprises, startups, public secto...

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AWS updates infrastructure footprint count

November 15, 2018
Philbert Shih

AWS disclosed an update to its global footprint. ...

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AWS to open sixth European region in Italy in 2020

November 15, 2018
Sacha Kavanagh

AWS will open a region in Italy in early 2020. ...

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Microsoft diversifying chip suppliers for Azure servers; machine learning angle

November 15, 2018
Sacha Kavanagh

Media reports Microsoft will use Xilinx FPGA (field programmable gate array) chips as co-processors ...

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