Analyst Notes

iomart Group reports another year of falling revenues, EBITDA

July 11, 2022
Sacha Kavanagh

The UK’s iomart Group released its final results for the year to March 31, 2022 (FY22), which were...

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AirTrunk completes final 40MW phase at SYD1 data centre in Sydney

July 11, 2022
Jabez Tan

AirTrunk completed the development of its fifth and final 40MW phase at its SYD1 data centre campus ...

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Rackspace hires MD for India market; pushing further in APAC region

July 11, 2022
Philbert Shih

Rackspace named Debajit Roy as its new MD for India. ...

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M&A, public cloud expansions, enterprise cloud adoption, sector debates and shorts

July 11, 2022
Philbert Shih

It was another quieter week coming out of long weekends in the US and Canada, but there were a numbe...

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Atos plans to split into two companies, replace CEO and CFO, send stock price spiralling

July 8, 2022
Sacha Kavanagh

A major reorganisation is underway at Atos as it looks to separate into two separate companies and l...

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Telarus acquires TCG to further scale up master agent business

July 8, 2022
Philbert Shih

Master agent Telarus acquired Florida-based TCG. ...

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SiteGround opens new data centre location in Madrid, Spain

July 7, 2022
Philbert Shih

SMB hosting provider SiteGround opened a new data centre location in Madrid, Spain. ...

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Hedge fund manager Jim Chanos bearish on data centre sector, building short position

July 7, 2022
Philbert Shih

Reporting indicates hedge fund manager Jim Chanos is raising $200m to short data centre REITs, which...

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Reports indicate Microsoft Azure experiencing capacity availability constraints; lessons, implications

July 7, 2022
Philbert Shih

Some excellent reporting from tech publication The Information, citing multiple sources close to Mic...

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DE-CIX picks Nigeria, DR Congo, Libya for first African markets

July 7, 2022
Sacha Kavanagh

DE-CIX is expanding to Africa in a series of partnerships under its DE-CIX-as-a-Service model. ...

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AWS adds another cloud on-ramp node in Dublin, Ireland

July 7, 2022
Philbert Shih

AWS brought online a third Direct Connect node in Dublin, Ireland. ...

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Hudson IX hints at expansion beyond NYC; North America the focus

July 6, 2022
Sacha Kavanagh

Hudson IX, formerly DataGryd, indicated it plans to expand beyond New York but will remain focused o...

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