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September 25-26, 2024 The Wynn Las Vegas, NV More information

M&A, all-in bets, containers, APAC, expansions, earnings

  • May 21, 2018
  • Analyst: Philbert Shih

The week was marked by a number of strategic moves, more momentum in cloud and notable activity coming from the APAC region.

On the strategic side, Rackspace made another acquisition meant to double down on its bet on application management. Last year, it picked up TriCore and this past week, it acquired a Salesforce consulting shop called RelationEdge as it looks to manage its customer’s infrastructure on another prominent third party platform.

In other moves, private equity firm VSS acquired a stake in Los Angeles-based QuadraNet and StackPath bought a server monitoring technology firm called Server Density. Elsewhere, HPE acquired SDN provider Plexxi to enhance its hyperconverged solutions.

On the cloud side of things, there were more big bets. Verizon and its subsidiary Oath made AWS its primary cloud option, while Ryanair went all-in on AWS. Meanwhile, cloud services built for container management – largely around Kubernetes – continue to roll off assembly line with Digital Ocean the latest to introduce a new service. The hyperscale clouds have been moving aggressively in this area and Microsoft shared some interesting data points about increased Kubernetes usage on Azure.

There was also noteworthy activity coming out of APAC. Bridge Data Centres, which is looking to build a pan-Asian data centre platform, completed its acquisition of CSF Group in Malaysia, while it continues to target builds in new markets. And the cloud build out in APAC shows no signs of slowing down with Google opening up a third AZ in its new Singapore cloud region.

Expansion activity continues to push forward in strategic markets. Interxion revealed plans this past week to expand in Marseille, France and Equinix did the same in London, UK.

Earnings is almost all the way through and we take a closer look at the results coming from GoDaddy and Equinix.

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