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Analyst Notes

Digital Ocean reports 4Q21 results; foundation in place, now a matter of executing

March 2, 2022
Philbert Shih

Digital Ocean reported its 4Q21 results, which continued the strong momentum it has built over the l...

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NTT GDC opens new London data centre

March 2, 2022
Sacha Kavanagh

NTT GDC opened its seventh data centre in London and its fourth in Hemel Hempstead. ...

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Pulsant acquires Amito for Reading, UK data centre

March 2, 2022
Sacha Kavanagh

Pulsant acquired Reading-based data centre and cloud services provider. ...

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Claranet Group partners with AWS; shares data points on collaboration, trajectory

March 2, 2022
Philbert Shih

Claranet Group in the UK expanded its relationship with AWS and shared some interesting data points....

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Oracle, Orange collaborate on cloud services for West Africa; new Oracle regions to follow?

March 1, 2022
Sacha Kavanagh

Oracle recently agreed to partner with Orange to jointly deliver cloud services in West Africa, star...

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Fastly reports 4Q21 and FY21 results; recovery from outages

March 1, 2022
Al Lu

Fastly reported its 4Q21 and FY21 results, which has improved since outages suffered last year stall...

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Cologix and CIM Group form JV to develop data centre in Toronto

March 1, 2022
Ainsley Woods

Cologix and commercial real estate firm CIM Group formed a JV to construct a data centre in the Toro...

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Equinix elevates executive to head up transformation initiatives

March 1, 2022
Philbert Shih

Equinix elevated Nicole Collins from VP to chief transformation officer. ...

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Effectual shares data points on 2021 momentum; growth in managed AWS business

March 1, 2022
Philbert Shih

Effectual shared a few quick data points about its progress in 2021. ...

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Vultr shares insights on product roadmap, strategy

March 1, 2022
Philbert Shih

Vultr shared some interesting data points about its product roadmap. ...

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GLP to develop 600MW data centre campus in the Greater Tokyo market

March 1, 2022
Jabez Tan

Singapore-based infrastructure investor and developer, GLP, confirmed its entry into the Japan data ...

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Argo Infrastructure Partners acquires stake in TierPoint

February 28, 2022
Philbert Shih

Argo Infrastructure Partners made a $500m equity investment in TierPoint. ...

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