Analyst Notes

Microsoft adjusts reporting definitions; positive impact on Azure, cloud numbers aids transparency

September 3, 2024
Philbert Shih

Microsoft recently reported its 4QFY24 results, which also included some changes to how it recognize...

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T5 Data Centers acquires land for new Atlanta data centre campus

September 3, 2024
Vivian Kong

T5 Data Centers confirmed plans to expand its Atlanta footprint with a new data centre campus in Sou...

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Cloudflare reports 2Q24 results; more steady progress, Workers uptake and momentum

September 3, 2024
Philbert Shih

Cloudflare reported its 2Q24 results, which showed consistent forward progress on the top-line and i...

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STT GDC completes power capacity expansion at Makati City campus

September 3, 2024
Jabez Tan

STT GDC Philippines completed the power capacity expansion of its existing data centre in Makati Cit...

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WSS: Energy company disclosures provide clues and context for data centres and hyperscale

September 3, 2024
Philbert Shih

It takes us the better part of a month (and often longer) to comb through the results of all of the...

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MI: Earnings season also involved energy companies

August 30, 2024
Philbert Shih

Earnings season for the sector now involves looking closer at public disclosures from energy compani...

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MI: Enterprises speeding up cloud and outsourcing strategies

August 30, 2024
Philbert Shih

There continue to be signs that enterprises are making a more concerted effort to accelerate cloud a...

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MI: Webscale and cloud service providers rethinking data centre strategies

August 30, 2024
Philbert Shih

DigitalOcean confirmed this month that it will begin to transform its data centre deployment strateg...

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MI: Densification in data centre colocation environments accelerating

August 30, 2024
Philbert Shih

Average rack densities in data centre colocation environments continue to climb. ...

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MI: Earnings season reporting shows more signs of stabilization, positioning for health trajectory

August 30, 2024
Philbert Shih

The bulk of earnings season across the sector took place in the past month and the results showed mo...

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MI: M&A activity with more signs of picking up the pace

August 30, 2024
Philbert Shih

M&A activity continues to shows signs of picking up the pace. ...

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GDS reports 2Q24 results; signs over 200MW of hyperscale deals in Johor

August 29, 2024
Jabez Tan

GDS reported its 2Q24 results, which revealed significant leasing activity in China, Johor and Batam...

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