Analyst Notes

Parler goes back online with obscure provider SkySilk

February 22, 2021
Philbert Shih

It appears that controversial social media platform Parler is back online and has an infrastructure ...

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Rackspace consolidating data centres as business shifts towards asset-light

February 22, 2021
Philbert Shih

Rackspace confirmed on its 4Q20 earnings call that it would continue to consolidate data centres as ...

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Rackspace reports 4Q20, FY20 results; continued execution, targeting long-term growth trends

February 22, 2021
Philbert Shih

Rackspace reported its 4Q20 and FY2020 results, which carry over the themes of the last few quarters...

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Equinix reports 4Q20 results; expects to accelerate growth in hyperscale business in EMEA, APAC

February 22, 2021
Jabez Tan

Equinix reported its 4Q20 results, which saw strong gross bookings, strong inter- and intra-reaching...

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Power outages in Texas have not taken down colocation facilities

February 22, 2021
Philbert Shih

The winter weather in Texas, and a power grid that has not been optimized for winter conditions, has...

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Essar Capital chooses Yotta Infrastructure for managed colocation

February 22, 2021
Sacha Kavanagh

India’s Essar Capital, the investment manager of Essar Global Fund Limited (EGFL), is shutting its...

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Investree running on Alibaba Cloud in Indonesia

February 22, 2021
Philbert Shih

Indonesian SMB lending platform Investree deployed its infrastructure on Alibaba Cloud. ...

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Earnings, big tech, capacity constraints, managed third party cloud, new market entrants

February 22, 2021
Philbert Shih

Earnings season continues to move along, but the sector slowed somewhat with public holidays in the ...

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Evans Distribution Systems to run on Otava’s cloud solutions for peak season

February 19, 2021
Al Lu

MSP Otava disclosed Evans Distribution Systems as a customer. Evans is a provider of supply chain an...

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Pulsant taps Zayo for new UK network to connect regional, edge data centres

February 19, 2021
Sacha Kavanagh

Pulsant will invest £8m to connect its 10 data centres across the UK using Zayo’s fibre network. ...

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Digital Colony raises $4.1b for second fund, more to come

February 19, 2021
Sacha Kavanagh

Media reports Digital Colony raised over $4.1b in a first close for a second communications infrastr...

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1623 Farnam, Olsson commissioning data centre expansion in Omaha

February 18, 2021
Philbert Shih

1623 Farnam completed the first phase of the commissioning of its $40m expansion project. ...

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