Analyst Notes

Cloudflare reports 2Q23 results; deceleration, stabilization, R2 momentum and AI strategy

August 14, 2023
Philbert Shih

Cloudflare reported its 2Q23 results, which saw more growth deceleration, but also signs of stabiliz...

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Dublin’s Servecentric outlines revenues, plans new data centre

August 14, 2023
Sacha Kavanagh

Servecentric, a Dublin-based colocation, cloud and connectivity provider, disclosed being on track t...

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GDS brings online first three data centre buildings at Johor campus

August 14, 2023
Jabez Tan

GDS brought online its first data centre in Johor, Malaysia called GDS Nusajaya Tech Park Data Cente...

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Hyperscale, earnings, M&A, credit lines, GPUs, AI, off-premise migrations

August 14, 2023
Philbert Shih

A busy week saw more from earnings season, strategic activity, demand from service providers for da...

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Zain Omantel International deepens ties with Sipartech for European fibre, subsea cables

August 11, 2023
Sacha Kavanagh

Zain Omantel International (ZOI) deepened its strategic partnership with France-based European netwo...

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Nexcess integrates Cloudflare CDN, security and performance optimization capabilities

August 11, 2023
Philbert Shih

Nexcess, part of Liquid Web, integrated Cloudflare’s CDN, security and performance optimizatio...

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Oracle Cloud rolls out security tools for US DoD compliance

August 11, 2023
Philbert Shih

Oracle Cloud introduced a new cloud infrastructure framework and security architecture for workloads...

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DC BLOX names new SVP of strategic development

August 10, 2023
Vivian Kong

Data centre and network provider DC BLOX hired Jason Walker as the new SVP of strategic development....

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OVHcloud to acquire gridscale; enabling edge computing scenarios, global footprint expansion

August 10, 2023
Philbert Shih

OVHcloud confirmed it is in the process of acquiring Cologne, Germany-based gridscale. Gridscale is ...

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SAP on-premise support costs rising; another driver for cloud-based services

August 10, 2023
Philbert Shih

SAP confirmed that supports costs for running SAP on-premise will increase again in 2024. ...

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Telecom Italia Sparkle to host new IX in Genoa, Italy; subsea cable angle

August 10, 2023
Sacha Kavanagh

Telecom Italia Sparkle will host Ge-DIX (Genoa Data Internet eXchange) at its Genoa Digital Hub data...

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Navisite brings in chief customer officer

August 9, 2023
Philbert Shih

Navisite brought in Mary Fratto Rowe as chief customer officer, focused on customer experience and o...

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