Analyst Notes

TierPoint brings online fourth Missouri data centre; WWT as anchor tenant

August 8, 2022
Vivian Kong

TierPoint completed construction of its new data centre in Maryland Heights, Missouri, a suburban ar...

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Cloudflare reports 2Q22 results; enterprise growth and wins, shifting dynamics

August 8, 2022
Philbert Shih

Cloudflare reported its 2Q22 results, which were again very healthy as management raised guidance. C...

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GoDaddy reports 2Q22 results; product attachment happening in the right places, offsetting areas of softness

August 8, 2022
Philbert Shih

GoDaddy reported its 2Q22 results, which were steady on the top-line, while the bottom-line showed m...

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Alibaba Cloud reports CY2Q22 results; more sluggishness amid turbulent environment

August 8, 2022
Philbert Shih

Alibaba Cloud reported its FY2Q22 (FY1Q23) results, which continued along the recent trajectory. ...

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PAG’s FLOW Digital acquires Australia data centre provider DXN

August 8, 2022
Jabez Tan

PAG-backed FLOW Digital Infrastructure acquired ASX-listed data centre provider DXN, which currently...

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Power constraints, Ashburn, earnings, interconnection, M&A, APAC formation

August 8, 2022
Philbert Shih

The past week saw developments around power constraints in the Ashburn area that could have implic...

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Google Cloud to build cloud region in Malaysia

August 6, 2022
Philbert Shih

Google Cloud confirmed plans to build a cloud region in Malaysia with three AZs. ...

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DoIT International adds Flexsave service for cloud cost optimization

August 5, 2022
Philbert Shih

DoIT International, founded in 2012, is a provider of managed public cloud services, with a focus on...

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DCI Data Centers to build new 20MW facility in Canberra

August 5, 2022
Jabez Tan

DCI Data Centers (DCI) secured land and power to build a 20MW data centre in Canberra (CBR01) that i...

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Digital Realty launches ServiceFabric Connect; takes open, neutral approach to SDN interconnection

August 4, 2022
Jabez Tan

Digital Realty launched ServiceFabric Connect, a SDN interconnection and orchestration platform dev...

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NYI partners with QTD Systems; takes over Equinix NY8 location at 60 Hudson

August 4, 2022
Philbert Shih

NYI (New York Internet), a provider of colocation, interconnection and managed infrastructure, took ...

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Fastly reports 2Q22 results; picking up in top-line, margins still weak

August 4, 2022
Philbert Shih

Fastly reported its 2Q22 results ...

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