Archive for the ‘Edge’ Category

4Q23 IB: Executive Summary

March 22, 2024
Philbert Shih

The sector took another step forward in the recent quarter as macroeconomic headwinds temper and con...

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Cloudflare enhances multi-cloud network management capabilities with Nefeli acquisition

March 20, 2024
Jim Davis

Cloudflare launched a new service for connecting multiple clouds called Magic Cloud Networking. The ...

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Gcore buys application security technology from StackPath

March 20, 2024
Jim Davis

Luxembourg-based cloud, CDN and edge company Gcore acquired technology from StackPath that will bols...

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NEC Corporation reported to be evaluating divestment of data centres

March 20, 2024
Philbert Shih

Japan’s NEC Corporation is reported by multiple media outlets to be considering a sale of its ...

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Akamai reports 4Q23, FY23 results; compute continues healthy trajectory, enterprise uptake tracking

March 18, 2024
Philbert Shih

Summary: Akamai reported its 4Q23 and FY23 results, which showed a different growth story across its...

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Cloud, edge, decentralization, egress fees, hyperscale, AI, dedicated builds, M&A, APAC

March 18, 2024
Philbert Shih

The sector had another busy week, with product and service developments in cloud, AI builds, data c...

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SBA Communications shares strategic view on data centres

March 14, 2024
Philbert Shih

There was an interesting question on the 4Q23 SBA Communications earnings call around strategic opti...

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Lumen hires Microsoft executive to lead marketing

March 14, 2024
Jim Davis

Lumen Technologies named Ryan Asdourian as its new EVP and CMO ...

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T-Systems goes to Barcelona for new private cloud region for southern Europe

March 12, 2024
Sacha Kavanagh

An interesting development in Spain where T-Systems has opened a private cloud region in Barcelona. ...

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Akamai kicks off Gecko initiative to bring cloud to the edge

March 11, 2024
Philbert Shih

Akamai disclosed more details about its plans to build and integrate more cloud infrastructure capab...

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American Tower reports 4Q23 results; consistent performance

March 11, 2024
Philbert Shih

American Tower reported its 4Q23 and FY23 results, which included a break-out for the data centre co...

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Earnings, M&A, nuclear power, hyperscale, webscale, GPUs, APAC, global expansion

March 11, 2024
Philbert Shih

A busy week saw more from earnings season, M&A activity in the hyperscale and managed infrastru...

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