Earnings, AWS, on-boarding, third party cloud, data location, M&A
It was another busy week with earnings season the backdrop to a number of developments in product development and strategy.
Earnings seasons is underway and we took a look at the results of Digital Realty Trust and last week, we delved into AWS. The AWS results also produced a number of data points that provide further insight into adoption and product and service uptake. Amazon released more details about new feature launches and the rate of database adoption. Meanwhile, on the third party cloud side, there were also some interesting metrics disclosed by service providers. Atmosera shared growth metrics for its managed Azure service and 2nd Watch disclosed some interesting data points about the extent to which it helps organizations optimize infrastructure spend. Amazon also continues to disclose interesting customer use cases.
The global cloud build out continues and both performance and data location remain closely intertwined. Rackspace opened its first EU-based data centre in the German market and Packet lit up 11 new locations on a global basis as it looks to capture the emerging opportunities in edge computing, where performance is critical. Elsewhere, OVH opened its first UK-based data centre and Joviam in Australia expanded to Silicon Valley. Wholesale colocation continues to go after cloud infrastructure expansion and iAdvantage’s new data centre in Hong Kong is sure to be in the mix to host cloud deployments, while in the US, Sentinel acquired a former AOL property in NoVA that is also likely to be headed down this path. Interxion is supporting both retail and wholesale cloud deployments in a number of EU and UK-based markets and will be expanding in Frankfurt, along with Marseille and Vienna, in the coming months.
The strategic side remains busy and this past week saw Iron Mountain add to its data centre portfolio with the purchase of Denver-based operator FORTRUST. Also on the data centre side, Digital Realty Trust took a stake in one of its technology partners: Megaport.
The SMB side was relatively quiet, but the Wix launch of Wix Code caught our attention. Wix Code is an application development platform that doesn’t require coding and enables SMB users to build apps, features and services for their web presence.
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