- AMD acquires SeaMicro; hosting impact
- ViaWest raises $65m to fund expansion activity
- Savvis expanding European presence in Frankfurt
Earnings season continues to be in full swing andInternap was the latest on the hosting side to report. Performances have been up and down across the board with many firms showing at least some slowing down of growth. Web.com recently reported and its results reflected this trend. However, in what is still a relatively unpredictable environment, Internap bucked the slowdown trend and showed a slight rebound after a weaker 3Q12. The bumpiness in the sector we have been speaking about persists.
The M&A landscape was quiet after a run of developments in the past few weeks and firms are now focusing on integration and expansion. We had a chance to chat with PEER1 after its acquisition by Cogeco Cable in Canada officially closed. At PEER1 things promise to be business as usual as another strategic provider enters the space but is wisely erring on the side of caution.
Elsewhere in the sector, we saw more signs of expansion and growth. Interxion shared its latest expansion plans in Europe, while Dallas continues to be a strong data centre market with QTS entering and Cologix opening up a second facility. Meanwhile, Rackspace shared some details about its growth in the UK and Europe. Another indication of sector growth is the move up-market many hosters are pursuing. To that end SingleHop decided to build out a new cloud infrastructure service based on VMware technology. The cloud continues to grow quickly and we gathered more data points about momentum – this time from PEER1 - this past week.
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