Analyst Notes

Digital Ocean acquires Cloudways; platform, value prop and target markets aligned, synergies likely

August 23, 2022
Philbert Shih

Digital Ocean entered into an agreement to acquire PaaS provider CloudWays. Digital Ocean will pay $...

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Netflix building cloud-based gaming service; driving cloud, edge scenarios

August 23, 2022
Philbert Shih

Media reports and job listings point to Netflix building a cloud-based gaming studio that will event...

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Water use by London data centres coming under scrutiny

August 23, 2022
Sacha Kavanagh

UK utility Thames Water launched a review on the impact of data centres on water supplies in and aro...

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New data centre planned close to Slough

August 23, 2022
Sacha Kavanagh

California-based real estate investor Kennedy Wilson, via its Kennedy Wilson Europe Real Estate (KWE...

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ODATA secures IFC funding for second Mexico data centre

August 23, 2022
Sacha Kavanagh

Brazil’s ODATA secured $35m in funding from the International Finance Corporation, part of the Wor...

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Earnings season quick takeaways from data centre, cloud and hosting

August 22, 2022
Philbert Shih

We are through the bulk of the recent earnings season and there have been some notable developments ...

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LightEdge targeting healthcare; cross-selling into acquired base

August 22, 2022
Philbert Shih

LightEdge sharpened its focus on the healthcare and biotech sectors, targeting its HITRUST-compliant...

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AWS expands Trusted Advisor with priority recommendations, enhanced managed services

August 22, 2022
Philbert Shih

AWS expanded the scope of its Trusted Advisor offering with the addition of services delivered manua...

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Maxihost changes name to Latitude.sh

August 22, 2022
Philbert Shih

Bare metal provider Maxihost, based in Brazil, re-branded to Latitude.sh. ...

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Cyxtera reports 2Q22 results; stays on course amid headwinds

August 22, 2022
Philbert Shih

Cyxtera reported its 2Q22 results, which proved to be steady despite a challenging environment. ...

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Earnings, APAC, M&A, hyperscale expansion, hires, product development

August 22, 2022
Philbert Shih

The recent week saw more from earnings season, expansion activity in APAC, along with M&A and a...

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Lumen releases VM-based edge computing product

August 19, 2022
Philbert Shih

Lumen Technologies rolled out a new edge computing product. ...

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