Analyst Notes
Changing sector profile
This continues to move from theory to reality from much of what we see. ...
Read more...When they up-sell is as important as the up-sell
It’s easy enough to understand the up-sell dynamic in driving ARPU – the key to long-ter...
Read more...Concerted movement around the on-premise data centre
There has been concerted movement around the on-premise data centre. ...
Read more...Slowing in the sector’s overall growth rates
Despite mid-tier growth being relatively steady we continue to see a slowing in the sector’s o...
Read more...More M&A deals from Europe
M&A has picked up over the last several weeks with more deals from Europe ...
Read more...M&A, integration, product growth and outages
Things are back in full swing and it was an extremely busy week. ...
Read more...German cloud exchange finds a buyer
Cloud Exchange AG – Deutsche Bourse’s joint venture with Zimory – is taking shape. ...
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