Analyst Notes

GoDaddy seeing advantages of AWS and asset-light model

November 13, 2018
Philbert Shih

GoDaddy shared some interesting data points on its earnings call about the transition it is making t...

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NTT forms new data centre investment; construction entity to address global requirements

November 12, 2018
Jabez Tan

NTT Communications (NTT Com), the ICT solutions and international communications business that sits ...

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NEXTDC signs additional 8.6 MW in new pre-commitments for its new Sydney data centre

November 12, 2018
Jabez Tan

NEXTDC disclosed that its Sydney S2 data centre has sold 14 MW of pre-commitments, up around 8.6 MW ...

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Cologix adds to senior management team

November 12, 2018
Ainsley Woods

Cologix made two new additions to its senior leadership team as the company prepares to enter into a...

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Global Switch brings in new COO, group director Europe

November 12, 2018
Sacha Kavanagh

Global Switch made two senior hires, naming Matthew Dent to the new position of COO and Peter Knapp ...

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Server rooms, on-premise infrastructure continues move, victim of limited space priorities

November 12, 2018
Philbert Shih

We were at an event last week and a CBRE person made an interesting observation. ...

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Packet set to open edge data centre location in Boston area; bare metal, cloud native, next-gen

November 12, 2018
Philbert Shih

acket confirmed it has broken ground on a new edge data centre in Foxborough, MA, outside Boston. Th...

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Earnings, cloud nodes, telco divestments, global expansion

November 12, 2018
Philbert Shih

It was a busy week as earnings season shed light on important industry dynamics and cloud infrastruc...

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Alibaba reports 2Q19 results; growth driven by add-on products, services

November 11, 2018
Ainsley Woods

Alibaba group reported its FY2Q19 results, which included a breakout of its cloud computing segment....

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Candid Partners migrating enterprise customers

November 9, 2018
Ainsley Woods

We came across Candid Partners, an Atlanta-based AWS migration and consulting shop. ...

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DE-CIX establishes partnership with Moscow’s MSK-IX; creates new corporate structure

November 9, 2018
Sacha Kavanagh

DE-CIX established a strategic partnership with MSK-IX under which they will directly connect the tw...

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Data centre operators driving more from existing customer growth

November 9, 2018
Philbert Shih

Existing customer growth is an increasingly larger portion of data centre operator revenues. ...

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