Analyst Notes

Capita moves employees to Office 365; almost all of them

August 19, 2013
Philbert Shih

Capita, a UK-based outsourcing firm, will move a significant portion of its employee base to Microso...

Read more...

Earnings, growth patterns, Europe

August 19, 2013
Philbert Shih

Earnings season is in the final stretch. The likes of Rackspace and Web.com showed some bouncing bac...

Read more...

Web.com reports 2Q13 results; solid trends, hints at shifts

August 18, 2013
Philbert Shih

Web.com reported its 2Q13 results, which again showed top-line growth. Other metrics were steady but...

Read more...

Tier 3 builds more automation into cloud platform

August 16, 2013
Philbert Shih

Tier 3 added a number of self-serve features to its cloud infrastructure management platform. We ha...

Read more...

FORTRUST pushes into wholesale colocation market in Denver

August 16, 2013
Philbert Shih

FORTRUST entered the wholesale colocation market in Denver, Colorado. ...

Read more...

Burning Questions: Is virtualization a contributing factor to slowing growth?

August 15, 2013
Philbert Shih

The short answer: yes. We put forth the argument that part of the sector’s slowdown in growth coul...

Read more...

Dada Group in Italy swaps majority stakeholders

August 15, 2013
Philbert Shih

Orascom TMT Investments acquired a majority stake in Dada Group, a SMB-focused hoster based in Italy...

Read more...

Vantage adds wholesale capacity in Santa Clara for existing customer

August 15, 2013
Philbert Shih

Vantage Data Centers brought online additional wholesale colocation capacity for an undisclosed ente...

Read more...

CenturyLink-Savvis reports 2Q13 results; managed hosting growth, colo stable

August 14, 2013
Philbert Shih

CenturyLink reported its 2Q13 results, which include detailed break outs and commentary on the Savvi...

Read more...

IBM contract with Department of Interior heavy in hosting, cloud

August 14, 2013
Philbert Shih

IBM landed a large outsourced infrastructure services contract with the US Department of the Interio...

Read more...

New York State moves 120k seats to Office 365

August 14, 2013
Philbert Shih

New York State is the latest government organization to move to Office 365. ...

Read more...

SunGard reports 2Q13 results; European uptick explains differences q/q

August 14, 2013
Philbert Shih

SunGard reported its 2Q13 results, which was basically flat q/q for the Availability Services arm. ...

Read more...