Edge, hyperscale, earnings, M&A, managed third party cloud

  • February 11, 2019
  • Source: Philbert Shih

The past week saw some interesting moves in the edge compute market, a number of strategic developments from various corners of the market and results from both public companies and private.

Edge continues to evolve and the past week saw StackPath, in a long anticipated move, roll out its edge compute infrastructure platform. Packet is another provider at the forefront of disruption in the emerging edge compute space. It is pushing the envelope with performance and recently partnered up with Netronome for a microserver it plans to deploy in edge locations.

Of course, the growth of hyperscale cloud infrastructure shows no signs of slowing down. Amazon kicked off earnings season with more impressive numbers and Google shared data points on its progress. Elsewhere in the public markets, Limelight reported sluggish results and INAP reported preliminary numbers. On the private side, WP Engine disclosed growth metrics and Symmetry shared an interesting data point.

The strategic arena was very active. Global Switch confirmed its intentions to go public in 2019 and networking startup Stateless raised a Series A. On the M&A side of things, Syntax acquired Freudenberg IT, Sentia continued its consolidation efforts in northern Europe and Orange Business continues to be acquisitive.

Many of the developments in the past few weeks point to the primacy of hyperscale and the impact it is having on infrastructure service providers. There is growing activity on the edge, which represents one of the new pivots. Before that, we saw the shift to managed third party cloud. This is still ongoing and in its early stages. This past week, Canadian provider Canadian Web Hosting rolled out a new managed AWS capability.