Archive for the ‘Hosting Infrastructure’ Category

Deal Analysis: GoDaddy acquires Media Temple

October 15, 2013
Philbert Shih

GoDaddy acquired Media Temple for an undisclosed sum. ...

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Overall deal outlook: GoDaddy, Media Temple

October 15, 2013
Philbert Shih

As we said above, this deal is not about a roll-up even if it is GoDaddy’s first real pick up of a...

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GoDaddy M&A and transformation

October 15, 2013
Philbert Shih

GoDaddy has made a concerted effort to shift the focus of the business to product development and in...

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Customers: GoDaddy, Media Temple

October 15, 2013
Philbert Shih

We asked management about the crossover in customers and while there was some (in pockets) they felt...

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Competitive impact: Shared/SMB hoster

October 15, 2013
Philbert Shih

The shared/SMB hosting market has seen tremendous acceleration in the pace of consolidation. ...

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Updated metrics about GoDaddy

October 15, 2013
Philbert Shih

Some updated metrics were provided ...

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What might we see over time: GoDaddy, Media Temple

October 15, 2013
Philbert Shih

What might we see over time: Conjecture on our part … we should see a number of things happen over...

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Cloud: GoDaddy, Media Temple

October 15, 2013
Philbert Shih

The cloud is another interesting area to watch as these two companies evolve over time. ...

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Long-run vision: GoDaddy and Media Temple

October 15, 2013
Philbert Shih

But it is about the long-term: While running separately is the immediate plan there is clearly a lon...

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GoDaddy keeps MT running as an independent subsidiary

October 15, 2013
Philbert Shih

Perhaps the most notable aspect of this deal is GoDaddy’s decision to keep MT running as an indepe...

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Deal logic: Why did GoDaddy acquire MT?

October 15, 2013
Philbert Shih

Deal logic: Why did GoDaddy acquire MT? It was not for the revenues and scale. ...

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Terms: No details about the transaction were disclosed

October 15, 2013
Philbert Shih

Terms: No details about the transaction were disclosed. ...

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