Analyst Notes

Alibaba reports FY2Q24 results; cloud growth still slow and AI demand to be bumpy

December 5, 2023
Philbert Shih

Alibaba Group reported its FY2Q24 (CY3Q23) results, which included a break-out of the Alibaba Cloud ...

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Cyxtera reports 3Q23 results with positive growth trajectory

December 5, 2023
Philbert Shih

Cyxtera, which will be acquired by Brookfield Infrastructure Partners, reported its 3Q23 results. ...

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DataBank rolls out new framework for data centre design; flexibility for diverse range of workloads coming

December 4, 2023
Philbert Shih

DataBank released details about its new approach to building data centres, which is being implemente...

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DigitalBridge closes digital infrastructure credit fund

December 4, 2023
Philbert Shih

DigitalBridge closed its digital infrastructure credit fund, which raised commitments of $1.1b. ...

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Akamai reports 3Q23 results; more growth, cloud platform play put firmly in place

December 4, 2023
Philbert Shih

Akamai reported its 3Q23 results, which showed steady momentum for the cloud computing business, whi...

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American Tower reports 3Q23 results; steady growth, long-term outlook

December 4, 2023
Philbert Shih

American Tower reported its 3Q23 results, which included details for the CoreSite data centre busine...

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Managed public cloud, market separation, CapEx, growth trends, M&A, Europe, AWS, webscale

December 4, 2023
Philbert Shih

The sector continued to push forward as things got back up to speed after the US Thanksgiving holid...

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MI: Infrastructure operators using time wisely to optimize operations and maintain bottom lines

December 1, 2023
Philbert Shih

Amid a slower growth environment, caused by macro headwinds, operators have wisely taken the time to...

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MI: Managed public cloud continues transition to consulting, comprehensiveness

December 1, 2023
Philbert Shih

Managed public cloud portfolios continue to transform. ...

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MI: Separation in the hyperscale colocation market continues to emerge

December 1, 2023
Philbert Shih

The hyperscale data centre colocation market is starting to see more separation. ...

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MI: CapEx guidance for hyperscalers up given AI and public cloud trajectories

December 1, 2023
Philbert Shih

Coming out of earnings season, most if not all of the hyperscalers are projecting increases in CapEx...

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MI: Realignment of assets across sector continues; Cyxtera the latest

December 1, 2023
Philbert Shih

There continues to be realignment of assets across the sector. ...

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