Analyst Notes

Earnings, stabilization, AWS, M&A and data centres

May 4, 2015
Philbert Shih

Earnings season is underway and we took a closer look at results coming from colocation-centric firm...

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Equinix Cloud Exchange to add ExpressRoute direct access to Office 365

May 4, 2015
Philbert Shih

Equinix confirmed that in 3Q15 it will introduce direct connection access to Microsoft’s Offic...

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Amazon acquires ClusterK; AWS innovation through M&A

May 1, 2015
Philbert Shih

Amazon acquired a small startup based in Palo Alto, CA called ClusterK. ...

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Equinix reports 1Q15 results; sets its sights on Asia-pacific region

May 1, 2015
Jabez Tan

Equinix reported its 1Q15 results, which outperformed its guidance driven by strong performances acr...

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QTS reports 1Q15 results; stable colocation growth and firmer pricing

April 30, 2015
Jabez Tan

QTS Realty Trust reported its 1Q15 results, which showed three consecutive quarters of over 25% y/y ...

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Equinix building fourth data centre in Sydney

April 30, 2015
Jabez Tan

Equinix confirmed plans to build its fifth data centre in Australia. ...

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Cosentry manages and builds on Azure for SQL Server deployments

April 29, 2015
Philbert Shih

Cosentry introduced a new managed service for infrastructure hosted on the Microsoft Azure cloud pla...

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Bulletproof buys managed AWS shop in Australia; consulting acqui-hires

April 29, 2015
Philbert Shih

Bulletproof in Australia recently acquired Pantha Corp, a cloud consulting and professional services...

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CyrusOne enters New York market with Cervalis acquisition

April 28, 2015
Jabez Tan

CyrusOne is set to purchase Norwalk-based data centre provider Cervalis in a $400m all cash deal. ...

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Forsythe set to launch new data centre and managed hosting business

April 28, 2015
Philbert Shih

We caught up with Forsythe Data Centers and gained some insight into its developing infrastructure ...

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CoreSite reports 1Q15 results; firmer pricing and mid-size colo deals

April 28, 2015
Jabez Tan

CoreSite reported its 1Q15 results, which showed encouraging top-line growth driven by increased re...

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CenturyLink expands in Australia with NEXTDC

April 28, 2015
Jabez Tan

CenturyLink expanded its data centre footprint into the Australian market through a partnership with...

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