Analyst Notes

Switch colocation customers reveal cloud ecosystem benefits

July 29, 2013
Philbert Shih

Switch Communications disclosed a pair of customers that provide insight into the ecosystem they are...

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Office 365 expands in Asia-pacific; progress data point

July 29, 2013
Philbert Shih

Microsoft’s Office 365 retail service is expanding in Asia and adoption through the partner ch...

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Directions: Sector in growth mode

July 29, 2013
Philbert Shih

Nothing has changed materially since 2Q13 when it comes to overall directional trends and investment...

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Compliance: A hosting growth market

July 29, 2013
Philbert Shih

Compliance-based hosting is a growth market. ...

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Moving downmarket: Recurring theme

July 29, 2013
Philbert Shih

A recurring theme among hosters is the continued effort to move up-market and attract higher-revenue...

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User interface: Internap

July 29, 2013
Philbert Shih

The portal and user interface is a key differentiator. ...

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Hybrid: Cloud and colocation

July 29, 2013
Philbert Shih

Hybrid continues to be an area of growth in the market and the combinations are diversifying. ...

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Outages: Google

July 29, 2013
Philbert Shih

There were fewer outages from hosters this past quarter though Google had a few bumps with Gmail. ...

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The giants: IBM, Dell

July 29, 2013
Philbert Shih

With exception to IBM the big boys were somewhat quiet this past quarter. ...

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Optimization to productization for use cases: 2Q13

July 29, 2013
Philbert Shih

This is a trend that really began to pick up some momentum in 2Q13. ...

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New product: Logicworks

July 29, 2013
Philbert Shih

The managed AWS service from Logicworks made its debut this past quarter. ...

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Earnings 2Q13, M&A, growth and patterns

July 29, 2013
Philbert Shih

The 2Q13 earnings season is now underway and the pattern of slowing growth in the sector looks to be...

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