Analyst Notes

Earnings, slowing growth, databases, archiving, entrants

May 6, 2013
Philbert Shih

Picking up where we left off last week, earnings season is in full swing and more hosters reported r...

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SunGard Availability Services expansion plans, investments

May 6, 2013
Philbert Shih

SunGard disclosed some quick data points about the Availability Services arm focused on managed host...

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Office 365 supports pulling in social media contacts

May 5, 2013
Philbert Shih

Office 365 recently introduced capabilities for importing contacts to Exchange Online from popular s...

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Intermedia rolls out enhanced archiving services

May 5, 2013
Philbert Shih

Intermedia introduced an enhanced email archiving service for messaging customers with more advanced...

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Web.com reports 1Q13 results; reflecting directional trends

May 5, 2013
Philbert Shih

Web.com reported its 1Q13 results, which again showed top-line growth. ...

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Appointments: Intergenia, Tier 3, Xand, Nirvanix

May 3, 2013
Philbert Shih

There were a number of new CEOs that took over in the last quarter (Intergenia, Tier 3, Xand, Nirvan...

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Directions

May 3, 2013
Philbert Shih

The sector remains squarely in growth mode. ...

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Funding: OVH

May 3, 2013
Philbert Shih

No US hosters raised capital but in Europe ProfitBricks raised nearly $20m (Germany), OVH raised �...

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Rumour mill SoftLayer

May 3, 2013
Philbert Shih

There was no shortage of rumours swirling around SoftLayer. ...

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Downtick in M&A

May 3, 2013
Philbert Shih

There was a bit of a downtick in M&A activity but a number of transactions took place. ...

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Temperature check: Earnings season

May 3, 2013
Philbert Shih

Earnings season will provide more detail but early indications are that the sector continues to slow...

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Achieving scale: Rackspace

May 3, 2013
Philbert Shih

Achieving scale: Rackspace is moving to go straight to the parts manufacturers in Asia and build ser...

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