Analyst Notes

M&A, IPOs, executive shuffles, subscale, hyperscale, JVs, layoffs

January 23, 2023
Philbert Shih

It was a busy week across the sector, with M&A, strategic moves and movement in executive circl...

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CloudHQ affiliate reportedly buys enterprise data centre in Minnesota

January 20, 2023
Sacha Kavanagh

Local media reports UnitedHealth Group sold a 189k sqft data centre on a 20 acre plot in Elk River t...

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Squarespace partners with Google for Google Workspace, offering domains

January 20, 2023
Philbert Shih

SMB site builder Squarespace partnered with Google to give its customers access to Google Workspace ...

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COPT partners with Blackstone on more JVs

January 20, 2023
Sacha Kavanagh

Corporate Office Properties Trust (COPT) formed two more JVs with entities affiliated with Blackston...

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Arcus acquires Luxembourg data centre

January 20, 2023
Sacha Kavanagh

Arcus Infrastructure Partners, through its Arcus European Infrastructure Fund 3, acquired an 85% sta...

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D9 releases Verne Global performance metrics and expansion plans

January 20, 2023
Sacha Kavanagh

Digital 9 Infrastructure provided a trading update for the period ended September 30, 2022, which in...

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United Internet to spin out IONOS in IPO; growth in SMB space often overlooked

January 19, 2023
Philbert Shih

Summary: United Internet, parent company of SMB hosting and cloud provider IONOS (formerly 1&1 I...

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Digital Ocean acquires SnapShooter; adds backup and recovery capabilities

January 19, 2023
Philbert Shih

Digital Ocean acquired SnapShooter, a young backup and recovery provider based in the UK. ...

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Pivotree hits booking record in 4Q22 from enterprise e-commerce

January 19, 2023
Philbert Shih

E-commerce infrastructure provider Pivotree disclosed a number of contract wins in advance of its 4Q...

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Microsoft reported to be cutting back further; small parts of Azure included

January 19, 2023
Philbert Shih

Media reports are confirming that Microsoft is set to lay off around 10k people in the next several ...

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Rackspace brings in president for private cloud business; continues operational split

January 19, 2023
Philbert Shih

Rackspace brought in Brian Lillie as president of its private cloud business. ...

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AWS rolls out new Local Zones in Australia, Chile

January 19, 2023
Sacha Kavanagh

AWS continues to expand the availability of AWS Locl Zones, with new locations now live in Perth, Au...

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