Posts Tagged ‘managed infrastructure’

2Q24 IB: Webscale providers pursuing AI market in the area of inferencing

September 13, 2024
Philbert Shih

Webscale providers are going after the AI opportunity by positioning squarely in the area of inferen...

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2Q24 IB: Specialization and focus driving new service offerings around verticals, compliance

September 13, 2024
Philbert Shih

Cloud and managed infrastructure services continue to see increased specialization and focus. ...

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2Q24 IB: Managed public cloud moving further away from infrastructure resale

September 13, 2024
Philbert Shih

Managed public cloud providers continue to shift away from raw infrastructure resale. ...

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2Q24 IB: Existing customer growth dynamics continue shifting

September 13, 2024
Philbert Shih

Existing customer expansion has been a key driver of revenue growth. ...

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2Q24 IB: Cost optimization wave nearing end, with some conservative IT buying behaviour persisting

September 13, 2024
Philbert Shih

The sector has seen an extended period of conservative IT buying behaviour over the last few years. ...

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CDNetworks releases edge compute infrastructure service

September 11, 2024
Jim Davis

CDNetworks, a provider of CDN and security services focused on the APAC market, recently launched th...

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WSS: More energy company disclosures, new company formation point to sector’s healthy demand profile

September 9, 2024
Philbert Shih

We continue to push through earnings season, which takes us longer given the increasing diversity a...

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Cloudflare reports 2Q24 results; more steady progress, Workers uptake and momentum

September 3, 2024
Philbert Shih

Cloudflare reported its 2Q24 results, which showed consistent forward progress on the top-line and i...

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WSS: Energy company disclosures provide clues and context for data centres and hyperscale

September 3, 2024
Philbert Shih

It takes us the better part of a month (and often longer) to comb through the results of all of the...

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MI: Enterprises speeding up cloud and outsourcing strategies

August 30, 2024
Philbert Shih

There continue to be signs that enterprises are making a more concerted effort to accelerate cloud a...

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MI: M&A activity with more signs of picking up the pace

August 30, 2024
Philbert Shih

M&A activity continues to shows signs of picking up the pace. ...

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Rackspace reports 2Q24 results; more revenue attrition as shifts taking time to play out

August 27, 2024
Philbert Shih

Rackspace reported its 2Q24 results, which showed more negative growth on a y/y and q/q basis. ...

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