Archive for the ‘SaaS and Apps’ Category

4Q24 IB: Infrastructure business models pivoting again

March 14, 2025
Philbert Shih

Business model recalibration continues across the sector. ...

Read more...

Rackspace reports 4Q24, FY24 results; bookings uptick amid continued revenue attrition

March 3, 2025
Philbert Shih

Rackspace reported its 4Q24 and FY24 results, which showed more negative growth despite some positiv...

Read more...

Cloudflare reports 4Q24, FY24 results; steady growth as Workers compute, AI inferencing gain more traction

February 19, 2025
Philbert Shih

Cloudflare reported its 4Q24 results and showed progress on multiple fronts. Continued large custome...

Read more...

DoIT acquires PerfectScale; enhancing managed Kubernetes capabilities

February 19, 2025
Philbert Shih

DoIT, a managed public cloud provider, acquired Raleigh, NC-based startup PerfectScale, an automatio...

Read more...

Rackspace moves some infrastructure off VMware with use of Platform9 tool

February 11, 2025
Philbert Shih

There is some media reporting indicating that Rackspace has moved some internal workloads off VMware...

Read more...

Microsoft reports 2QFY25 results; Azure continues steady growth amid capacity constraints, while most get situation wrong

February 3, 2025
Philbert Shih

Microsoft reported its 2QFY25 results, which included details on Azure growth, AI uptake and CapEx o...

Read more...

3Q24 IB: Enterprise adoption, moving up-market driving growth

December 6, 2024
Philbert Shih

Moving into the enterprise space is a necessary long-term objective for many cloud and managed infra...

Read more...

Rackspace wins AdventHealth for private cloud, managed services and infrastructure

December 4, 2024
Philbert Shih

Rackspace disclosed AdventHealth as a new private cloud customer. ...

Read more...

Akamai snaps up CDN contracts of Edgio business; end of the road for legacy and standalone CDN

December 2, 2024
Jim Davis

Akamai acquired a set of CDN customer contracts for content delivery and security from Edgio. Akamai...

Read more...

Cloudflare reports 3Q24 results; more consumption, compute driving to platform

December 2, 2024
Philbert Shih

Cloudflare reported its 3Q24 results, which showed more consistency as it continues to play a long-...

Read more...

CoreWeave partners with Pure Storage to help customers with storage, data management

November 28, 2024
Philbert Shih

Pure Storage made a strategic investment in GPU-oriented cloud provider CoreWeave. ...

Read more...

Akamai’s new App Platform bolsters cloud infrastructure strategy

November 22, 2024
Jim Davis

Akamai introduced a new cloud-native solution for deploying and managing distributed applications. ...

Read more...