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M&A, SAP, MSP, APAC, interconnection, edge, geopolitical impact

  • February 1, 2021
  • Analyst: Philbert Shih

It was another busy week that saw more M&A activity, technology partnerships and continued data centre expansion in new and emerging markets.

In the M&A arena, activity spread across a number of different segments and geographies. MSPs focused on managing and hosting enterprise applications continue to generate investment interest and Pamlico Capital acquired a stake in SAP-oriented MSP Protera Technologies. Elsewhere on the MSP side, there was more consolidation as Thrive acquired Apex IT Group in the Philadelphia area. Meanwhile in APAC, Malaysian communications provider TIME dotCom acquired a majority stake in AVM Cloud and a large technology deal with edge implications saw F5 buy Volterra.

Infrastructure providers continue to augment their capabilities through technology partnerships. SAP is a strategic focus for many providers and Rackspace is no exception. It recently partnered with a German software company to enable SAP migrations to public cloud infrastructure. Meanwhile, on the connectivity side, Evoque Data Centers partnered with Extenet Systems for connectivity across its footprint, while PacketFabric released a new product called Cloud Router for multi-cloud connectivity.

The public clouds continue to go global and data centre operators are going with them. Oracle Cloud is expanding quickly and will be the anchor tenant in EdgeConneX’s new data centre in Chile. Hyperscale is pushing demand in various European markets andGreen Datacenter is expanding in Zurich, Switzerland.

Earnings season is approaching, but private companies have shared some telling insights. AVANT shared data points on its UCaaS growth in the channel and South Korea’s Bespin Global is tracking impressively.

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