Posts Tagged ‘edge’

WSS: Frontier labs driving neocloud leasing built on both third-party data centres and self-perform scenarios

September 14, 2026
Philbert Shih

It was a busy week as the sector came out of the Labour Day long weekend in the US and Canada. In th...

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WSS: Neocloud momentum translating into more data centre infrastructure consumption as self-builds continue

September 7, 2026
Philbert Shih

It was a busy week for the sector even with public holidays in the UK, US and Canada. The neocloud a...

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WSS: More growth from cloud and hyperscale coming out of earnings as neocloud continues to push growth and expansion

August 31, 2026
Philbert Shih

Earnings season continued to move along and in the past week we looked at the results coming from a ...

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2Q26 IB: Executive Summary

August 28, 2026
Philbert Shih

The recent quarter saw the sector push forward to another level as revenue growth continued to accel...

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Megaport reports FY26 results; cloud computing driving growth pushed by large new customer contracts

August 26, 2026
Philbert Shih

Megaport reported its FY26 results, for the period ending June 30, 2026, which showed significant re...

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WSS: Earnings season sees more growth acceleration as crypto to colo segment pushes leasing momentum

August 24, 2026
Philbert Shih

Earnings season continued as the sector continues to push forward at an aggressive clip. Data centre...

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WSS: Neocloud earnings show growth acceleration, while crypto to colo segment gains more momentum as publicly listed company universe continues to expand

August 17, 2026
Philbert Shih

The sector continues to move at a rapid pace, with overall infrastructure growth accelerating and a...

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Fastly reports stable 2Q26 results

August 11, 2026
Philbert Shih

Fastly, a cloud infrastructure and CDN provider, reported its 2Q26 results. ...

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Cloudflare reports 2Q26 results; cloud infrastructure a driver behind growth acceleration, overall dynamics

August 10, 2026
Philbert Shih

Cloudflare reported its 2Q26 results, which showed more healthy growth trends as cloud infrastructur...

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Akamai reports 2Q26 results; cloud growth set to accelerate after more momentum in large cloud deal wins

August 10, 2026
Philbert Shih

Akamai reported its 2Q26 results, which included a break-out for the cloud infrastructure business. ...

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WSS: Earnings seasons shows growth acceleration across the board as CoreWeave moves global expansion to APAC in pursuit of land and energy in a constrained environment

August 10, 2026
Philbert Shih

It was a busy week across the sector as earnings season was in full swing. The US-based hyperscalers...

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American Tower reports 2Q26 results; hybrid cloud and AI tailwinds fuelling data centre growth

August 5, 2026
Vivian Kong

American Tower reported its 2Q26 results with data points and KPIs around the CoreSite data centre b...

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